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F5
FFIV

556 hedge funds and large institutions have $8.97B invested in F5 in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 185 increasing their positions, 212 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 38

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

17% more call options, than puts

Call options by funds: $211M | Put options by funds: $180M

11% more funds holding

Funds holding: 501 → 556 (+55)

9% more capital invested

Capital invested by funds: $8.22B → $8.97B (+$747M)

13% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 212

Holders
556
Holders Change
+55
Holders Change %
+10.98%
% of All Funds
14.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
101
Increased
185
Reduced
212
Closed
38
Calls
$211M
Puts
$180M
Net Calls
+$30.4M
Net Calls Change
-$52.2M

Top Buyers

1
CEP
Chicago Equity Partners
Illinois
+$37.9M
2
Marshall Wace
Marshall Wace
United Kingdom
+$34.5M
3
JIM
Jupiter Investment Management
United Kingdom
+$33.4M
4
B
Baird
Wisconsin
+$33.1M
5
JHIU
Janus Henderson Investors US
Colorado
+$29.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$90M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.8M
3
WRF
Waddell & Reed Financial
Kansas
-$46.4M
4
CCM
Cadian Capital Management
New York
-$45.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$43.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIL
551
Winifred I. Li
$2K +$1.37K +11 +220%
CPIG
552
Chicago Partners Investment Group
Illinois
$2K +$1.87K +15 New
ASN
553
Advisory Services Network
Georgia
$1K +$623 +5 New
LWA
554
Lenox Wealth Advisors
New York
$1K +$1.25K +10 New
BRWA
555
B. Riley Wealth Advisors
Florida
$8 +$7.98K +64 New
SG
556
Swarthmore Group
Pennsylvania
– -$38.7M -325,775 Closed
MNA
557
Manning & Napier Advisors
New York
– -$34.6M -291,055 Closed
CAM
558
Contour Asset Management
New York
– -$34M -286,159 Closed
Loomis, Sayles & Company
559
Loomis, Sayles & Company
Massachusetts
– -$21.2M -178,150 Closed
DCM
560
Dorsal Capital Management
California
– -$16.6M -140,000 Closed
TAM
561
Todd Asset Management
Kentucky
– -$11.1M -93,702 Closed
Baillie Gifford & Co
562
Baillie Gifford & Co
United Kingdom
– -$10.3M -86,348 Closed
SFM
563
Soros Fund Management
New York
– -$9.8M -82,500 Closed
LOAMS
564
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$9.42M -79,285 Closed
KCM
565
Kingdon Capital Management
New York
– -$7.12M -60,000 Closed
CCM
566
Cadence Capital Management
Massachusetts
– -$6.16M -51,914 Closed
HighTower Advisors
567
HighTower Advisors
Illinois
– -$2.4M -20,188 Closed
HH
568
HWG Holdings
Texas
– -$1.57M -13,209 Closed
TCM
569
Tygh Capital Management
Oregon
– -$1.18M -9,921 Closed
P
570
Pitcairn
Pennsylvania
– -$1.16M -9,785 Closed
GMIM
571
General Motors Investment Management
New York
– -$1.06M -8,971 Closed
QSS
572
Quantitative Systematic Strategies
Florida
– -$980K -8,229 Closed
DCP
573
DSM Capital Partners
Florida
– -$943K -7,945 Closed
FFA
574
Fragasso Financial Advisors
Pennsylvania
– -$911K -7,670 Closed
SFA
575
Sequoia Financial Advisors
Ohio
– -$856K -7,208 Closed
20 21 22
23
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FFIV Hedge Fund Activity: Q4 2014 in Review

556 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q4 2014, worth a combined $8.97B — up 9.1% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new FFIV positions and 38 closed out — a net gain of 63 holders — while 185 added to existing stakes and 212 trimmed.

The largest buyer was Chicago Equity Partners, adding an estimated $37.9M. The largest seller was Invesco, cutting an estimated $90M.

  • 556 institutional investors held F5 (FFIV) as of Q4 2014, up from 501 in Q3 2014.
  • Funds reported $8.97B of F5 stock for Q4 2014, up 9.1% quarter-over-quarter.
  • 101 funds opened new F5 positions in Q4 2014 and 38 closed out, a net change of +63 holders.
  • The largest F5 buyer in Q4 2014 was Chicago Equity Partners, an estimated $37.9M added.
  • The largest F5 seller in Q4 2014 was Invesco, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2014.