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Fastly Inc
FSLY

149 hedge funds and large institutions have $726M invested in Fastly Inc in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

26% more funds holding

Funds holding: 118 → 149 (+31)

24% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $637M → $726M (+$88.6M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

26.66% less ownership

Funds ownership: 79.97% → 53.31% (-27%)

Holders
149
Holders Change
+31
Holders Change %
+26.27%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
56
Increased
48
Reduced
27
Closed
23
Calls
$27.9M
Puts
$22.4M
Net Calls
+$5.43M
Net Calls Change
+$8.46M

Top Buyers

1
ACA
Abdiel Capital Advisors
New York
+$103M
2
Morgan Stanley
Morgan Stanley
New York
+$44.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$28.1M
4
Fidelity International
Fidelity International
Bermuda
+$21.2M
5
American Century Companies
American Century Companies
Missouri
+$16.8M

Top Sellers

1
IC
Iconiq Capital
California
-$80.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.9M
3
BPI
Battery Partners IX
Massachusetts
-$23.6M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$17.5M
5
WRF
Waddell & Reed Financial
Kansas
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$4.37M +$4.75M +230,012 New
HP
27
Harbourvest Partners
Massachusetts
$4.36M +$4.75M +229,771 New
EVM
28
Eaton Vance Management
Massachusetts
$3.71M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.49M +$1.43M +69,423 +61%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$3.38M -$6.3K -305 -0.2%
Millennium Management
31
Millennium Management
New York
$3.1M +$2.35M +113,600 +229%
Bank of America
32
Bank of America
North Carolina
$3.09M -$351K -16,963 -9%
AC
33
Athanor Capital
New York
$2.94M -$5.53M -267,407 -63%
Mariner
34
Mariner
Kansas
$2.77M +$3.02M +146,113 New
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$2.58M +$2.81M +136,208 New
Impax Asset Management Group
36
Impax Asset Management Group
United Kingdom
$2.56M – – –
PPA
37
Parametric Portfolio Associates
Washington
$2.38M +$1M +48,481 +63%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.28M +$363K +17,576 +17%
Creative Planning
39
Creative Planning
Kansas
$2.24M -$114K -5,503 -4%
DFO
40
Duquesne Family Office
New York
$2.2M – – –
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$2.08M +$667K +32,255 +42%
William Blair & Company
42
William Blair & Company
Illinois
$2M +$765K +37,032 +54%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$1.95M +$6.03K +292 +0.3%
CM
44
Caption Management
Oklahoma
$1.9M +$2.07M +100,000 New
BCP
45
Berylson Capital Partners
Massachusetts
$1.81M -$2.76M -133,400 -58%
MA
46
MYDA Advisors
New York
$1.52M -$2.32M -112,500 -58%
Northern Trust
47
Northern Trust
Illinois
$1.5M +$185K +8,936 +13%
Group One Trading
48
Group One Trading
Illinois
$1.39M -$314K -15,179 -17%
RC
49
Roundview Capital
New Jersey
$1.29M +$521K +25,210 +59%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.29M +$1.19M +57,370 +545%
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FSLY Hedge Fund Activity: Q1 2020 in Review

149 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q1 2020, worth a combined $726M — up 14% from $637M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FSLY positions and 23 closed out — a net gain of 33 holders — while 48 added to existing stakes and 27 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $103M. The largest seller was Iconiq Capital, cutting an estimated $80.5M.

  • 149 institutional investors held Fastly Inc (FSLY) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $726M of Fastly Inc stock for Q1 2020, up 14% quarter-over-quarter.
  • 56 funds opened new Fastly Inc positions in Q1 2020 and 23 closed out, a net change of +33 holders.
  • The largest Fastly Inc buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $103M added.
  • The largest Fastly Inc seller in Q1 2020 was Iconiq Capital, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2020.