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488 hedge funds and large institutions have $8.17B invested in F5 in 2014 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 142 increasing their positions, 206 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 46

61% more call options, than puts

Call options by funds: $271M | Put options by funds: $169M

24% more capital invested

Capital invested by funds: $6.6B → $8.17B (+$1.56B)

9% more funds holding

Funds holding: 447488 (+41)

31% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 206

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
488
Holders Change
+41
Holders Change %
+9.17%
% of All Funds
14.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
92
Increased
142
Reduced
206
Closed
46
Calls
$271M
Puts
$169M
Net Calls
+$103M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$561M +$4.77M +45,089 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$479M +$117M +1,105,568 +33%
State Street
3
State Street
Massachusetts
$354M +$8.77M +82,880 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$331M +$307M +2,897,674 +1,409%
Invesco
5
Invesco
Georgia
$328M -$106M -1,005,151 -25%
AllianceBernstein
6
AllianceBernstein
Tennessee
$266M +$248M +2,347,565 +1,555%
TCIM
7
TIAA CREF Investment Management
New York
$230M +$50.7M +479,272 +29%
BIT
8
BlackRock Institutional Trust
California
$203M -$15.9M -150,293 -7%
Swedbank
9
Swedbank
Sweden
$183M +$169M +1,593,495 New
HL
10
Harding Loevner
New Jersey
$176M +$504K +4,764 +0.3%
Primecap Management
11
Primecap Management
California
$153M +$44.6M +421,480 +41%
CCM
12
Cadian Capital Management
New York
$146M -$94.9M -896,564 -40%
WRF
13
Waddell & Reed Financial
Kansas
$138M -$122M -1,156,670 -47%
BFA
14
BlackRock Fund Advisors
California
$131M +$10.2M +96,329 +9%
SFM
15
Systematic Financial Management
New Jersey
$127M +$125M +1,184,053 +46,616%
Northern Trust
16
Northern Trust
Illinois
$114M +$4.1M +38,725 +4%
William Blair & Company
17
William Blair & Company
Illinois
$113M +$112M +1,061,272 New
AAMU
18
Amundi Asset Management US
Massachusetts
$113M +$14.3M +135,047 +15%
Jennison Associates
19
Jennison Associates
New York
$112M -$37.3M -352,890 -25%
Goldman Sachs
20
Goldman Sachs
New York
$111M -$32.8M -310,423 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$100M +$11.2M +106,147 +13%
CWAM
22
Columbia Wanger Asset Management
Illinois
$97.1M -$529K -5,000 -0.5%
FAM
23
Fred Alger Management
New York
$91.2M -$59M -557,936 -39%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$84.3M +$9.35M +88,369 +13%
TA
25
Teachers Advisors
New York
$80.9M +$25.2M +238,068 +46%

FFIV Hedge Fund Activity: Q1 2014 in Review

488 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q1 2014, worth a combined $8.17B — up 24% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FFIV positions and 46 closed out — a net gain of 46 holders — while 142 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $307M. The largest seller was Maverick Capital, exiting entirely with an estimated $132M sold.

  • 488 institutional investors held F5 (FFIV) as of Q1 2014, up from 447 in Q4 2013.
  • Funds reported $8.17B of F5 stock for Q1 2014, up 24% quarter-over-quarter.
  • 92 funds opened new F5 positions in Q1 2014 and 46 closed out, a net change of +46 holders.
  • The largest F5 buyer in Q1 2014 was Wellington Management Group, an estimated $307M added.
  • The largest F5 seller in Q1 2014 was Maverick Capital, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2014.