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Fastly Inc
FSLY

355 hedge funds and large institutions have $5.33B invested in Fastly Inc in 2020 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

20% more funds holding

Funds holding: 297 → 355 (+58)

18% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 91

13% more capital invested

Capital invested by funds: $4.71B → $5.33B (+$621M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7.2% less ownership

Funds ownership: 70.42% → 63.22% (-7.2%)

39% less call options, than puts

Call options by funds: $483M | Put options by funds: $791M

Holders
355
Holders Change
+58
Holders Change %
+19.53%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
121
Increased
107
Reduced
91
Closed
63
Calls
$483M
Puts
$791M
Net Calls
-$308M
Net Calls Change
-$434M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$269M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
3
BlackRock
BlackRock
New York
+$91.6M
4
Two Sigma Investments
Two Sigma Investments
New York
+$68M
5
Norges Bank
Norges Bank
Norway
+$63.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$244M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
4
Legal & General Group
Legal & General Group
United Kingdom
-$85M
5
NSGL
No Street GP LP
California
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$1K +$1.13K +13 New
AAP
352
Arax Advisory Partners
Colorado
$1K +$1.39K +16 New
SXL
353
Summit X LLC
Missouri
$375 +$30.1K +347 New
NSGL
354
No Street GP LP
California
– -$63.8M -750,000 Closed
Fuller & Thaler Asset Management
355
Fuller & Thaler Asset Management
California
– -$18.4M -216,018 Closed
LCG
356
Lisanti Capital Growth
New York
– -$8.59M -100,855 Closed
CM
357
Castleark Management
Illinois
– -$6.95M -81,614 Closed
SAM
358
Silvercrest Asset Management
New York
– -$6.19M -72,676 Closed
MMA
359
Miracle Mile Advisors
California
– -$5.53M -65,000 Closed
ACM
360
Atika Capital Management
New York
– -$5.11M -60,000 Closed
CCPM
361
Cooper Creek Partners Management
New York
– -$4.76M -55,940 Closed
BWFA
362
Baltimore-Washington Financial Advisors
Maryland
– -$1K -55,603 Closed
Calamos Advisors
363
Calamos Advisors
Illinois
– -$3.11M -36,546 Closed
PCM
364
Pinz Capital Management
New York
– -$3.09M -36,300 Closed
Impax Asset Management Group
365
Impax Asset Management Group
United Kingdom
– -$2.98M -35,000 Closed
Voloridge Investment Management
366
Voloridge Investment Management
Florida
– -$2.96M -34,731 Closed
CM
367
Churchill Management
California
– -$2.35M -27,609 Closed
WCM
368
Wildcat Capital Management
New York
– -$1.86M -21,903 Closed
MSL
369
Mackay Shields LLC
New York
– -$1.76M -20,700 Closed
BBCM
370
Boardman Bay Capital Management
New York
– -$1.7M -20,000 Closed
Federated Hermes
371
Federated Hermes
Pennsylvania
– -$1.63M -19,196 Closed
TCWM
372
Total Clarity Wealth Management
Illinois
– -$1.5M -17,635 Closed
MIAN
373
Mariner Independent Advisor Network
Kansas
– -$1.38M -15,930 Closed
RIA
374
Regal Investment Advisors
Michigan
– -$1.31M -15,399 Closed
SW
375
SlateStone Wealth
Florida
– -$1.21M -14,200 Closed
13 14
15
16 17

FSLY Hedge Fund Activity: Q3 2020 in Review

355 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q3 2020, worth a combined $5.33B — up 13% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new FSLY positions and 63 closed out — a net gain of 58 holders — while 107 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $269M. The largest seller was Goldman Sachs, cutting an estimated $244M.

  • 355 institutional investors held Fastly Inc (FSLY) as of Q3 2020, up from 297 in Q2 2020.
  • Funds reported $5.33B of Fastly Inc stock for Q3 2020, up 13% quarter-over-quarter.
  • 121 funds opened new Fastly Inc positions in Q3 2020 and 63 closed out, a net change of +58 holders.
  • The largest Fastly Inc buyer in Q3 2020 was Morgan Stanley, an estimated $269M added.
  • The largest Fastly Inc seller in Q3 2020 was Goldman Sachs, an estimated $244M sold.

Based on aggregated 13F filings for Q3 2020.