F5
FFIV
530 hedge funds and large institutions have $8.38B invested in F5 in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 216 reducing their positions, and 54 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 54
10% more capital invested
Capital invested by funds: $7.62B → $8.38B (+$759M)
1.06% more ownership
Funds ownership: 93.22% → 94.28% (+1.1%)
0% more funds holding
Funds holding: 528 → 530 (+2)
5% less call options, than puts
Call options by funds: $99.4M | Put options by funds: $104M
18% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$83.3M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$69M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$63.2M |
| 4 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$47.2M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$160M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$57.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$56.9M |
| 4 |
Renaissance Technologies
New York
|
-$56.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$50M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFSIG
576
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$13K | -100 | Closed |
|
577
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -42 | Closed |
|
|
LA
578
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$4K | -31 | Closed |
|
|
OSAM
579
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$4K | -29 | Closed |
|
|
AFNAS
580
American Financial Network Advisory Services
Calabasas,
California
| – | -$2K | -18 | Closed |
|
|
BBHC
581
Brown Brothers Harriman & Co
New York
| – | -$2K | -16 | Closed |
|
|
RFC
582
Regions Financial Corp
Birmingham,
Alabama
| – | -$2K | -15 | Closed |
|
|
MCM
583
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$1K | -8 | Closed |
|
|
SWMG
584
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$1K | -6 | Closed |
|
|
BCI
585
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$143 | +1 | New |
|
FFIV Hedge Fund Activity: Q1 2018 in Review
530 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q1 2018, worth a combined $8.38B — up 10% from $7.62B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new FFIV positions and 54 closed out — a net gain of 10 holders — while 177 added to existing stakes and 216 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $83.3M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $160M sold.
- 530 institutional investors held F5 (FFIV) as of Q1 2018, up from 528 in Q4 2017.
- Funds reported $8.38B of F5 stock for Q1 2018, up 10% quarter-over-quarter.
- 64 funds opened new F5 positions in Q1 2018 and 54 closed out, a net change of +10 holders.
- The largest F5 buyer in Q1 2018 was Wellington Management Group, an estimated $83.3M added.
- The largest F5 seller in Q1 2018 was Epoch Investment Partners, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2018.