Fastly Inc
FSLY
264 hedge funds and large institutions have $1.66B invested in Fastly Inc in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 81 reducing their positions, and 36 closing their positions.
39% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 36
5% more funds holding
Funds holding: 252 → 264 (+12)
7% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 81
4% less call options, than puts
Call options by funds: $76.8M | Put options by funds: $79.8M
1.23% less ownership
Funds ownership: 72.37% → 71.14% (-1.2%)
8% less capital invested
Capital invested by funds: $1.79B → $1.66B (-$136M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.9M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$9.72M |
| 4 |
Jane Street
New York
|
+$4.48M |
| 5 |
Morgan Stanley
New York
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$20.2M |
| 2 |
Legal & General Group
London,
United Kingdom
|
-$15.2M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$11.5M |
| 4 |
Renaissance Technologies
New York
|
-$10.2M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
-$8.33M |
FSLY Hedge Fund Activity: Q4 2023 in Review
264 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Fastly Inc (FSLY) for Q4 2023, worth a combined $1.66B — down 7.6% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FSLY positions and 36 closed out — a net gain of 14 holders — while 87 added to existing stakes and 81 trimmed.
The largest buyer was BlackRock, adding an estimated $20.1M. The largest seller was Driehaus Capital Management, cutting an estimated $20.2M.
- 264 institutional investors held Fastly Inc (FSLY) as of Q4 2023, up from 252 in Q3 2023.
- Funds reported $1.66B of Fastly Inc stock for Q4 2023, down 7.6% quarter-over-quarter.
- 50 funds opened new Fastly Inc positions in Q4 2023 and 36 closed out, a net change of +14 holders.
- The largest Fastly Inc buyer in Q4 2023 was BlackRock, an estimated $20.1M added.
- The largest Fastly Inc seller in Q4 2023 was Driehaus Capital Management, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2023.