FIVN icon

FIVE9
FIVN

Overview Fund Activity

233 hedge funds and large institutions have $2.53B invested in FIVE9 in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+24
Holders Change %
+11.48%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
48
Increased
72
Reduced
93
Closed
23
Calls
$21.9M
Puts
$6.39M
Net Calls
+$15.6M
Net Calls Change
+$6.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$277M
2
SCH
Sylebra Capital (HK)
Hong Kong
$64M
3
WA
Wasatch Advisors
Utah
$39M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$87.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$127M
2
GCP
Garelick Capital Partners
Massachusetts
$0
3
IECM
Intrinsic Edge Capital Management
Illinois
$6.3M
4
MWNA
Marshall Wace North America
New York
$1.73M
5
WRF
Waddell & Reed Financial
Kansas
$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
226
Plante Moran Financial Advisors
Michigan
$5K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$5K +$5K +116 New
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
FGAM
229
Financial Gravity Asset Management
Texas
$3K – – –
ASN
230
Advisory Services Network
Georgia
$1K -$3.64K -80 -78%
WC
231
Whitney & Co
New York
$1K – – –
AIM
232
Advantage Investment Management
Iowa
$1K +$1K +12 New
GCP
233
Garelick Capital Partners
Massachusetts
– -$18.2M -525,954 Closed
MPAM
234
Monarch Partners Asset Management
Massachusetts
– -$1.92M -55,478 Closed
JG
235
Jefferies Group
New York
– -$1.92M -55,454 Closed
Jacobs Levy Equity Management
236
Jacobs Levy Equity Management
New Jersey
– -$1.64M -47,320 Closed
MAM
237
Martingale Asset Management
Massachusetts
– -$1.53M -44,104 Closed
OAM
238
Oxford Asset Management
United Kingdom
– -$1.52M -44,044 Closed
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
– -$667K -19,299 Closed
SCC
240
Spring Creek Capital
Kansas
– -$514K -14,876 Closed
Bessemer Group
241
Bessemer Group
New Jersey
– -$491K -14,200 Closed
AIM
242
Assured Investment Management
New York
– -$491K -14,196 Closed
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
– -$443K -12,838 Closed
MC
244
Menta Capital
California
– -$351K -10,159 Closed
PM
245
Precept Management
Texas
– -$346K -10,000 Closed
AB
246
Amalgamated Bank
New York
– -$300K -8,678 Closed
GCP
247
GSA Capital Partners
United Kingdom
– -$245K -7,086 Closed
AI
248
Atria Investments
North Carolina
– -$214K -6,198 Closed
MAM
249
Meeder Asset Management
Ohio
– -$44.4K -1,284 Closed
SFM
250
Signet Financial Management
New Jersey
– -$35K -1,000 Closed
7 8 9
10
11