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291 hedge funds and large institutions have $4.05B invested in FIVE9 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

20% more capital invested

Capital invested by funds: $3.36B → $4.05B (+$681M)

11% more funds holding

Funds holding: 262291 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2.2% less ownership

Funds ownership: 103.25%101.04% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
5.73%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
53
Increased
87
Reduced
112
Closed
16
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
Clal Insurance
Israel
$130K -$7.72M -126,212 -94%
SI
252
Stephens Inc
Arkansas
$98K -$3.79K -62 -4%
SFS
253
Sowell Financial Services
Arkansas
$96K +$60K +980 +203%
FWM
254
Focused Wealth Management
New York
$79K
PCG
255
Private Capital Group
Connecticut
$61K -$2.2K -36 -4%
DWA
256
Dorsey Wright & Associates
California
$52K
Simplex Trading
257
Simplex Trading
Illinois
$52K +$48.8K +797 New
CFA
258
Carroll Financial Associates
North Carolina
$41K +$39.2K +640 New
Lazard Asset Management
259
Lazard Asset Management
New York
$40K +$8.63K +141 +30%
FHA
260
First Horizon Advisors
Tennessee
$32K +$3.49K +57 +13%
VFA
261
Valeo Financial Advisors
Indiana
$29K
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$28K
Walleye Capital
263
Walleye Capital
New York
$23K +$20.8K +340 New
BBHC
264
Brown Brothers Harriman & Co
New York
$20K
HNB
265
Huntington National Bank
Ohio
$19K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$17K
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$16K
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$16K
PHK
269
Point72 Hong Kong
Hong Kong
$16K +$14.8K +242 New
FCH
270
Freestone Capital Holdings
Washington
$13.1K +$16.6K +272 New
OIA
271
Optimum Investment Advisors
Illinois
$13K
Kayne Anderson Rudnick Investment Management
272
Kayne Anderson Rudnick Investment Management
California
$12K
PA
273
Procyon Advisors
Connecticut
$12K +$11.2K +183 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$10K
SIM
275
Sonora Investment Management
Arizona
$8K +$7.65K +125 New

FIVN Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2019, worth a combined $4.05B — up 20% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 16 closed out — a net gain of 37 holders — while 87 added to existing stakes and 112 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $49.7M. The largest seller was Valinor Management, exiting entirely with an estimated $36.3M sold.

  • 291 institutional investors held FIVE9 (FIVN) as of Q4 2019, up from 262 in Q3 2019.
  • Funds reported $4.05B of FIVE9 stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q4 2019 and 16 closed out, a net change of +37 holders.
  • The largest FIVE9 buyer in Q4 2019 was 1832 Asset Management, an estimated $49.7M added.
  • The largest FIVE9 seller in Q4 2019 was Valinor Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2019.