Fastly Inc
FSLY
304 hedge funds and large institutions have $2.93B invested in Fastly Inc in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 80 closing their positions.
8.89% less ownership
Funds ownership: 71.02% → 62.12% (-8.9%)
11% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 101
13% less funds holding
Funds holding: 348 → 304 (-44)
31% less call options, than puts
Call options by funds: $334M | Put options by funds: $483M
35% less capital invested
Capital invested by funds: $4.48B → $2.93B (-$1.55B)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
51% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$61.9M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$40.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$25.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$25.5M |
| 5 |
Morgan Stanley
New York
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$246M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$77.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$38.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$31.5M |
| 5 |
SP
StackLine Partners
New York
|
-$23.5M |
FSLY Hedge Fund Activity: Q3 2021 in Review
304 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q3 2021, worth a combined $2.93B — down 35% from $4.48B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of FSLY and 39 opened new positions — a net loss of 41 holders — while 101 trimmed existing stakes and 90 added.
The largest buyer was Two Sigma Investments, adding an estimated $61.9M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $246M sold.
- 304 institutional investors held Fastly Inc (FSLY) as of Q3 2021, down from 348 in Q2 2021.
- Funds reported $2.93B of Fastly Inc stock for Q3 2021, down 35% quarter-over-quarter.
- 39 funds opened new Fastly Inc positions in Q3 2021 and 80 closed out, a net change of -41 holders.
- The largest Fastly Inc buyer in Q3 2021 was Two Sigma Investments, an estimated $61.9M added.
- The largest Fastly Inc seller in Q3 2021 was Whale Rock Capital Management, an estimated $246M sold.
Based on aggregated 13F filings for Q3 2021.