Fastly Inc
FSLY
149 hedge funds and large institutions have $725M 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.
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 → $725M (+$88.5M)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Abdiel Capital Advisors
New York
|
+$103M |
| 2 |
Morgan Stanley
New York
|
+$44.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$28.1M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$21.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
-$80.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.9M |
| 3 |
BPI
Battery Partners IX
Boston,
Massachusetts
|
-$23.6M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$17.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$13.8M |
FSLY Hedge Fund Activity: Q1 2020 in Review
149 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q1 2020, worth a combined $725M — 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 $725M 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.