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527 hedge funds and large institutions have $7.62B invested in F5 in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 151 increasing their positions, 216 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $82.7M

6% more funds holding

Funds holding: 497527 (+30)

5% more capital invested

Capital invested by funds: $7.28B → $7.62B (+$345M)

1.76% less ownership

Funds ownership: 94.97%93.21% (-1.8%)

30% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 216

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
11.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
86
Increased
151
Reduced
216
Closed
50
Calls
$98.8M
Puts
$82.7M
Net Calls
+$16.1M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$834M -$3.32M -26,738 -0.4%
BlackRock
2
BlackRock
New York
$596M +$39.4M +317,414 +8%
State Street
3
State Street
Massachusetts
$391M -$13.4M -107,803 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$335M +$40.3M +324,375 +15%
Renaissance Technologies
5
Renaissance Technologies
New York
$288M -$30M -241,200 -10%
Goldman Sachs
6
Goldman Sachs
New York
$193M -$7.89M -63,483 -4%
Fidelity International
7
Fidelity International
Bermuda
$184M +$174M +1,399,587 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$183M -$1.51M -12,189 -0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$177M -$7.36M -59,281 -4%
APG Asset Management
10
APG Asset Management
Netherlands
$168M +$52.5M +422,994 +38%
EIP
11
Epoch Investment Partners
New York
$160M -$20.1M -161,970 -12%
Ameriprise
12
Ameriprise
Minnesota
$158M -$6.86M -55,242 -4%
JIM
13
Jupiter Investment Management
United Kingdom
$137M -$44.6M -358,812 -26%
Norges Bank
14
Norges Bank
Norway
$129M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$116M +$2.28M +18,390 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$115M +$18M +145,300 +20%
Northern Trust
17
Northern Trust
Illinois
$102M -$3.47M -27,927 -3%
LSV Asset Management
18
LSV Asset Management
Illinois
$97.6M +$55.4M +446,142 +150%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$94.3M +$26.6M +213,955 +42%
PAM
20
Panagora Asset Management
Massachusetts
$93.5M +$4.47M +35,978 +5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$85.2M +$5.9M +47,468 +8%
First Trust Advisors
22
First Trust Advisors
Illinois
$70.6M +$12M +96,917 +22%
GT
23
Glenmede Trust
Pennsylvania
$68M -$9.9M -79,703 -13%
Invesco
24
Invesco
Georgia
$67.4M -$7.24M -58,245 -10%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$65.4M -$2.72M -21,886 -4%

FFIV Hedge Fund Activity: Q4 2017 in Review

527 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q4 2017, worth a combined $7.62B — up 4.7% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FFIV positions and 50 closed out — a net gain of 36 holders — while 151 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $174M. The largest seller was Blue Harbour Group, exiting entirely with an estimated $178M sold.

  • 527 institutional investors held F5 (FFIV) as of Q4 2017, up from 497 in Q3 2017.
  • Funds reported $7.62B of F5 stock for Q4 2017, up 4.7% quarter-over-quarter.
  • 86 funds opened new F5 positions in Q4 2017 and 50 closed out, a net change of +36 holders.
  • The largest F5 buyer in Q4 2017 was Fidelity International, an estimated $174M added.
  • The largest F5 seller in Q4 2017 was Blue Harbour Group, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2017.