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497 hedge funds and large institutions have $7.99B invested in F5 in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $36M

10% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 59

1% more funds holding

Funds holding: 494497 (+3)

3% less capital invested

Capital invested by funds: $8.24B → $7.99B (-$252M)

3.75% less ownership

Funds ownership: 94.1%90.35% (-3.8%)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 200

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
497
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
168
Reduced
200
Closed
59
Calls
$52.6M
Puts
$36M
Net Calls
+$16.6M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$25.6M +180,244 +3%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$872M +$51.3M +361,113 +6%
BlackRock
3
BlackRock
New York
$842M -$12.4M -87,349 -1%
State Street
4
State Street
Massachusetts
$441M +$19.1M +134,644 +5%
Invesco
5
Invesco
Georgia
$359M +$20.5M +144,379 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$322M -$364M -2,559,746 -54%
American Century Companies
7
American Century Companies
Missouri
$270M +$10.7M +75,362 +4%
Ameriprise
8
Ameriprise
Minnesota
$234M +$8.7M +61,180 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$197M +$5.23M +36,809 +3%
First Trust Advisors
10
First Trust Advisors
Illinois
$170M -$9.47M -66,596 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$140M -$7.53M -53,000 -5%
Swedbank
12
Swedbank
Sweden
$134M -$7.72M -54,331 -6%
LAM
13
Lyrical Asset Management
New York
$124M +$120M +845,800 New
Franklin Resources
14
Franklin Resources
California
$116M +$5.34M +37,593 +5%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$103M +$38.7M +272,476 +63%
Northern Trust
16
Northern Trust
Illinois
$97.4M -$2.72M -19,110 -3%
Legal & General Group
17
Legal & General Group
United Kingdom
$86.6M -$3.78M -26,593 -4%
Charles Schwab
18
Charles Schwab
California
$71.2M +$46.6K +328 +0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$69.1M -$2.09M -14,715 -3%
Morgan Stanley
20
Morgan Stanley
New York
$67.2M -$8.03M -56,477 -11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$65.4M +$3.2M +22,507 +5%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$57.7M -$1.11M -7,802 -2%
UBS AM
23
UBS AM
Illinois
$55.8M
Nordea Investment Management
24
Nordea Investment Management
Sweden
$54.1M -$7.41M -52,133 -12%
AQR Capital Management
25
AQR Capital Management
Connecticut
$48.9M -$8.04M -56,576 -14%

FFIV Hedge Fund Activity: Q2 2023 in Review

497 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in F5 (FFIV) for Q2 2023, worth a combined $7.99B — down 3.1% from $8.24B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FFIV positions and 59 closed out — a net gain of 6 holders — while 168 added to existing stakes and 200 trimmed.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $120M. The largest seller was Wellington Management Group, cutting an estimated $364M.

  • 497 institutional investors held F5 (FFIV) as of Q2 2023, up from 494 in Q1 2023.
  • Funds reported $7.99B of F5 stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 65 funds opened new F5 positions in Q2 2023 and 59 closed out, a net change of +6 holders.
  • The largest F5 buyer in Q2 2023 was Lyrical Asset Management, an estimated $120M added.
  • The largest F5 seller in Q2 2023 was Wellington Management Group, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2023.