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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
ACA
1
Abdiel Capital Advisors
New York
$169M +$103M +4,965,697 +126%
Morgan Stanley
2
Morgan Stanley
New York
$54.7M +$44.1M +2,134,966 +285%
IC
3
Iconiq Capital
California
$54.7M -$80.5M -3,894,822 -57%
WRCM
4
Whale Rock Capital Management
Massachusetts
$48.4M +$12.3M +594,148 +30%
Goldman Sachs
5
Goldman Sachs
New York
$43.3M +$3.55M +172,008 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$36.6M +$1.43M +69,112 +4%
Fidelity International
7
Fidelity International
Bermuda
$35.9M +$21.2M +1,025,311 +118%
American Century Companies
8
American Century Companies
Missouri
$35.9M +$16.8M +814,279 +76%
Deutsche Bank
9
Deutsche Bank
Germany
$25.8M +$28.1M +1,359,682 +704,498%
NSGL
10
No Street GP LP
California
$13M +$14.2M +685,000 New
GGHC
11
Gilder Gagnon Howe & Co
New York
$11.5M +$924K +44,711 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.5M +$4.82M +233,384 +63%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$11.1M +$6.92M +334,692 +135%
MCCP
14
Mission Creek Capital Partners
California
$9.92M +$4.27M +206,778 +65%
Ensign Peak Advisors
15
Ensign Peak Advisors
Utah
$8.16M -$17.5M -845,754 -66%
AI
16
Atom Investors
Texas
$7.65M +$8.33M +403,268 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.29M – – –
WCWM
18
Willow Creek Wealth Management
California
$7.18M +$6.15M +297,494 +369%
BlackRock
19
BlackRock
New York
$7.14M +$2.51M +121,446 +48%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6.22M -$40.9M -1,979,472 -86%
Wells Fargo
21
Wells Fargo
California
$6.1M +$5.99M +289,640 +919%
Norges Bank
22
Norges Bank
Norway
$5.79M +$5.89M +284,900 +1,425%
DCM
23
Driehaus Capital Management
Illinois
$5.69M +$6.19M +299,635 New
SAM
24
Silvercrest Asset Management
New York
$5.01M +$5.45M +263,864 New
Marshall Wace
25
Marshall Wace
United Kingdom
$4.81M +$5.24M +253,365 New
1
2 3 4 5

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.