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262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 249262 (+13)

4% more capital invested

Capital invested by funds: $3.22B → $3.36B (+$144M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.97% less ownership

Funds ownership: 105.21%103.25% (-2%)

14% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$6K
ASN
252
Advisory Services Network
Georgia
$5K
GWMIA
253
Global Wealth Management Investment Advisory
Florida
$5K
FGAM
254
Financial Gravity Asset Management
Texas
$4K
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
BCA
256
Berman Capital Advisors
Georgia
$3K +$1.52K +27 +71%
IA
257
IFP Advisors
Florida
$3K +$2.87K +51 New
GWAG
258
Garrett Wealth Advisory Group
Texas
$2.79K +$2.92K +52 New
NFG
259
Next Financial Group
Texas
$2K -$40.8K -725 -94%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$2K -$1.13K -20 -31%
VCM
261
Versant Capital Management
Arizona
$2K +$1.29K +23 +88%
GT
262
Glenmede Trust
Pennsylvania
$390 +$71.4K +1,269 +21%
HRCM
263
Hood River Capital Management
Florida
-$16.9M -329,330 Closed
SI
264
SQN Investors
California
-$12.9M -251,507 Closed
FSCM
265
First Sabrepoint Capital Management
Texas
-$9.23M -180,000 Closed
JM
266
Jeneq Management
New York
-$6.43M -125,439 Closed
Canada Pension Plan Investment Board
267
Canada Pension Plan Investment Board
Ontario, Canada
-$5.69M -111,000 Closed
SPPAM
268
Summit Partners Public Asset Management
Massachusetts
-$2.56M -50,000 Closed
SCM
269
Sterling Capital Management
North Carolina
-$2.08M -40,529 Closed
N
270
Natixis
France
-$1.81M -35,242 Closed
WCM Investment Management
271
WCM Investment Management
California
-$1.4M -27,222 Closed
AR
272
Advisory Research
Illinois
-$1.38M -26,990 Closed
Man Group
273
Man Group
United Kingdom
-$1.18M -22,985 Closed
IECM
274
Intrinsic Edge Capital Management
Illinois
-$810K -15,789 Closed
USAA
275
United Services Automobile Association
Texas
-$563K -10,980 Closed

FIVN Hedge Fund Activity: Q3 2019 in Review

262 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2019, worth a combined $3.36B — up 4.5% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIVN positions and 30 closed out — a net gain of 15 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.8M.

  • 262 institutional investors held FIVE9 (FIVN) as of Q3 2019, up from 249 in Q2 2019.
  • Funds reported $3.36B of FIVE9 stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 45 funds opened new FIVE9 positions in Q3 2019 and 30 closed out, a net change of +15 holders.
  • The largest FIVE9 buyer in Q3 2019 was Whale Rock Capital Management, an estimated $59.2M added.
  • The largest FIVE9 seller in Q3 2019 was Lord, Abbett & Co, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.