Fastly Inc
FSLY
118 hedge funds and large institutions have $637M invested in Fastly Inc in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 24 closing their positions.
320% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 10
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
133% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 24
113% more capital invested
Capital invested by funds: $299M → $637M (+$338M)
36% more funds holding
Funds holding: 87 → 118 (+31)
14.05% less ownership
Funds ownership: 94.03% → 79.97% (-14%)
16% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $19.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
+$143M |
| 2 |
Goldman Sachs
New York
|
+$44.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.1M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$41.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$9.6M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.9M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.9M |
| 4 |
CAC
Cowen and Company
New York
|
-$3.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.5M |
FSLY Hedge Fund Activity: Q4 2019 in Review
118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q4 2019, worth a combined $637M — up 113% from $299M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FSLY positions and 24 closed out — a net gain of 32 holders — while 42 added to existing stakes and 10 trimmed.
The largest buyer was Iconiq Capital, opening a new position worth an estimated $143M. The largest seller was Tiger Global Management, exiting entirely with an estimated $9.6M sold.
- 118 institutional investors held Fastly Inc (FSLY) as of Q4 2019, up from 87 in Q3 2019.
- Funds reported $637M of Fastly Inc stock for Q4 2019, up 113% quarter-over-quarter.
- 56 funds opened new Fastly Inc positions in Q4 2019 and 24 closed out, a net change of +32 holders.
- The largest Fastly Inc buyer in Q4 2019 was Iconiq Capital, an estimated $143M added.
- The largest Fastly Inc seller in Q4 2019 was Tiger Global Management, an estimated $9.6M sold.
Based on aggregated 13F filings for Q4 2019.