Fastly Inc
FSLY
355 hedge funds and large institutions have $5.33B invested in Fastly Inc in 2020 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 63 closing their positions.
92% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 63
20% more funds holding
Funds holding: 297 → 355 (+58)
18% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 91
13% more capital invested
Capital invested by funds: $4.71B → $5.33B (+$621M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7.2% less ownership
Funds ownership: 70.42% → 63.22% (-7.2%)
39% less call options, than puts
Call options by funds: $483M | Put options by funds: $791M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$269M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
| 3 |
BlackRock
New York
|
+$91.6M |
| 4 |
Two Sigma Investments
New York
|
+$68M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$63.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$244M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$85M |
| 5 |
NSGL
No Street GP LP
San Francisco,
California
|
-$63.8M |
FSLY Hedge Fund Activity: Q3 2020 in Review
355 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q3 2020, worth a combined $5.33B — up 13% from $4.71B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new FSLY positions and 63 closed out — a net gain of 58 holders — while 107 added to existing stakes and 91 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $269M. The largest seller was Goldman Sachs, cutting an estimated $244M.
- 355 institutional investors held Fastly Inc (FSLY) as of Q3 2020, up from 297 in Q2 2020.
- Funds reported $5.33B of Fastly Inc stock for Q3 2020, up 13% quarter-over-quarter.
- 121 funds opened new Fastly Inc positions in Q3 2020 and 63 closed out, a net change of +58 holders.
- The largest Fastly Inc buyer in Q3 2020 was Morgan Stanley, an estimated $269M added.
- The largest Fastly Inc seller in Q3 2020 was Goldman Sachs, an estimated $244M sold.
Based on aggregated 13F filings for Q3 2020.