Fastly Inc
FSLY
427 hedge funds and large institutions have $5.96B invested in Fastly Inc in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 155 increasing their positions, 95 reducing their positions, and 61 closing their positions.
120% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 61
63% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 95
20% more funds holding
Funds holding: 355 → 427 (+72)
12% more capital invested
Capital invested by funds: $5.33B → $5.96B (+$631M)
3.4% more ownership
Funds ownership: 63.22% → 66.63% (+3.4%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
33% less call options, than puts
Call options by funds: $842M | Put options by funds: $1.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$457M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$160M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$136M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$100M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$117M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$94.4M |
| 3 |
Two Sigma Investments
New York
|
-$66.9M |
| 4 |
Renaissance Technologies
New York
|
-$62.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$40.5M |
FSLY Hedge Fund Activity: Q4 2020 in Review
427 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q4 2020, worth a combined $5.96B — up 12% from $5.33B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new FSLY positions and 61 closed out — a net gain of 73 holders — while 155 added to existing stakes and 95 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $457M. The largest seller was Fidelity International, exiting entirely with an estimated $117M sold.
- 427 institutional investors held Fastly Inc (FSLY) as of Q4 2020, up from 355 in Q3 2020.
- Funds reported $5.96B of Fastly Inc stock for Q4 2020, up 12% quarter-over-quarter.
- 134 funds opened new Fastly Inc positions in Q4 2020 and 61 closed out, a net change of +73 holders.
- The largest Fastly Inc buyer in Q4 2020 was Morgan Stanley, an estimated $457M added.
- The largest Fastly Inc seller in Q4 2020 was Fidelity International, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2020.