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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
CTC
276
Central Trust Company
Missouri
$7K -$918 -15 -13%
GWMIA
277
Global Wealth Management Investment Advisory
Florida
$7K
PMFA
278
Plante Moran Financial Advisors
Michigan
$7K
ASN
279
Advisory Services Network
Georgia
$7K +$367 +6 +6%
FGAM
280
Financial Gravity Asset Management
Texas
$5K
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
IA
282
IFP Advisors
Florida
$3K -$184 -3 -6%
NFG
283
Next Financial Group
Texas
$3K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$3K
CFGS
285
Concourse Financial Group Securities
Alabama
$3K +$2.69K +44 New
SL
286
Savior LLC
Massachusetts
$3K +$2.88K +47 New
MIM
287
Macroview Investment Management
Maryland
$3K +$3.24K +53 New
BCA
288
Berman Capital Advisors
Georgia
$1K -$2.63K -43 -66%
VCM
289
Versant Capital Management
Arizona
$1K -$1.41K -23 -47%
OPS
290
Orion Portfolio Solutions
Nebraska
$1K +$1.16K +19 New
VM
291
Valinor Management
New York
-$36.3M -675,043 Closed
Nomura Holdings
292
Nomura Holdings
Japan
-$8.01M -151,956 Closed
NCL
293
Nishkama Capital LLC
Puerto Rico
-$4.11M -76,545 Closed
RA
294
Royce & Associates
New York
-$3.45M -64,116 Closed
Coatue Management
295
Coatue Management
New York
-$2.84M -52,850 Closed
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
-$1.62M -26,484 Closed
PM
297
Precept Management
Texas
-$1.34M -25,000 Closed
LCM
298
Laurion Capital Management
New York
-$1.18M -22,005 Closed
SLF
299
Sun Life Financial
Ontario, Canada
-$550K -10,230 Closed
LI
300
Leap Investments
Illinois
-$371K -6,904 Closed

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.