We are live on ! Find out more
FSLY icon

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
WC
151
Wexford Capital
Florida
– -$2.3M -114,425 Closed
Two Sigma Advisers
152
Two Sigma Advisers
New York
– -$1.38M -68,700 Closed
TGM
153
Tenzing Global Management
California
– -$1.24M -62,000 Closed
JGC
154
J. Goldman & Co
New York
– -$1.13M -56,339 Closed
SV
155
Sapphire Ventures
Texas
– -$1.1M -54,616 Closed
QT
156
Quantbot Technologies
New York
– -$935K -46,600 Closed
MIM
157
Monashee Investment Management
Massachusetts
– -$746K -37,175 Closed
Voloridge Investment Management
158
Voloridge Investment Management
Florida
– -$567K -28,269 Closed
Adage Capital Partners
159
Adage Capital Partners
Massachusetts
– -$502K -25,000 Closed
TSS
160
Two Sigma Securities
New York
– -$389K -19,370 Closed
GIPM
161
G2 Investment Partners Management
New York
– -$289K -14,412 Closed
PGCM
162
Prescott Group Capital Management
Oklahoma
– -$201K -10,000 Closed
FIA
163
FNY Investment Advisers
New York
– -$124K -6,193 Closed
TCWM
164
Total Clarity Wealth Management
Illinois
– -$116K -5,800 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$80K -4,000 Closed
First Manhattan
166
First Manhattan
New York
– -$46K -2,294 Closed
HF
167
Halpern Financial
Virginia
– -$3.41K -170 Closed
CHAM
168
Clear Harbor Asset Management
Connecticut
– -$2.61K -130 Closed
FCM
169
Firestone Capital Management
Florida
– -$2K -100 Closed
TWA
170
TCI Wealth Advisors
Arizona
– +$103 +5 +25%
IFAM
171
Institutional & Family Asset Management
Colorado
– +$434 +21 New
3 4 5 6
7

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.