Fastly Inc
FSLY
87 hedge funds and large institutions have $299M invested in Fastly Inc in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
21% more funds holding
Funds holding: 72 → 87 (+15)
7% more capital invested
Capital invested by funds: $278M → $299M (+$20.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
10.01% less ownership
Funds ownership: 104.04% → 94.03% (-10%)
26% less call options, than puts
Call options by funds: $16.1M | Put options by funds: $21.8M
Top Buyers
| 1 |
ACA
Abdiel Capital Advisors
New York
|
+$38.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$13.5M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$12.6M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$6.27M |
| 5 |
AC
Athanor Capital
New York
|
+$4.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
101
Monashee Investment Management
Boston,
Massachusetts
| – | -$231K | -11,411 | Closed |
|
|
NIT
102
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$227K | -11,200 | Closed |
|
|
AAMU
103
Amundi Asset Management US
Boston,
Massachusetts
| – | -$203K | -10,000 | Closed |
|
104
Squarepoint
New York
| – | -$200K | -9,869 | Closed |
|
|
PCM
105
Pentwater Capital Management
Naples,
Florida
| – | -$142K | -7,000 | Closed |
|
|
OPFM
106
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| – | -$20K | -1,000 | Closed |
|
|
RIA
107
Realta Investment Advisors
Wilmington,
Delaware
| – | -$11K | -550 | Closed |
|
|
HH
108
HWG Holdings
Houston,
Texas
| – | -$10K | -495 | Closed |
|
|
PHK
109
Point72 Hong Kong
Hong Kong
| – | -$6K | -273 | Closed |
|
110
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$4K | -200 | Closed |
|
|
APA
111
American Portfolios Advisors
Holbrook,
New York
| – | -$2.03K | -100 | Closed |
|
|
TWA
112
TCI Wealth Advisors
Tucson,
Arizona
| – | +$471 | +20 | New |
|
FSLY Hedge Fund Activity: Q3 2019 in Review
87 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q3 2019, worth a combined $299M — up 7.5% from $278M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FSLY positions and 25 closed out — a net gain of 15 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Abdiel Capital Advisors, adding an estimated $38.7M. The largest seller was Putnam Investments, exiting entirely with an estimated $20.8M sold.
- 87 institutional investors held Fastly Inc (FSLY) as of Q3 2019, up from 72 in Q2 2019.
- Funds reported $299M of Fastly Inc stock for Q3 2019, up 7.5% quarter-over-quarter.
- 40 funds opened new Fastly Inc positions in Q3 2019 and 25 closed out, a net change of +15 holders.
- The largest Fastly Inc buyer in Q3 2019 was Abdiel Capital Advisors, an estimated $38.7M added.
- The largest Fastly Inc seller in Q3 2019 was Putnam Investments, an estimated $20.8M sold.
Based on aggregated 13F filings for Q3 2019.