We are live on ! Find out more

42 hedge funds and large institutions have $87.4M invested in FIVE9 in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

5% less funds holding

Funds holding: 4442 (-2)

7% less capital invested

Capital invested by funds: $94.1M → $87.4M (-$6.66M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$147K +$29.2K +4,500 +25%
TA
27
Teachers Advisors
New York
$110K
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$98K
AIG
29
American International Group
New York
$52.1K -$39 -6 -0.1%
Bank of America
30
Bank of America
North Carolina
$45K -$94.9K -14,621 -68%
BA
31
BlackRock Advisors
Delaware
$33K
U
32
UBS
Switzerland
$27K +$26.3K +4,057 New
Citigroup
33
Citigroup
New York
$19K +$18.3K +2,822 +2,740%
Wells Fargo
34
Wells Fargo
California
$18K +$12.3K +1,892 +218%
AllianceBernstein
35
AllianceBernstein
Tennessee
$16K
Morgan Stanley
36
Morgan Stanley
New York
$10K -$850K -131,002 -99%
GSC
37
Ground Swell Capital
South Carolina
$8K +$7.79K +1,201 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$5.34K +$5.3K +817 New
NFG
39
Next Financial Group
Texas
$4K
Barclays
40
Barclays
United Kingdom
$1K -$915 -141 -53%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20 +$20K +3,082 New
BG
42
BlackRock Group
United Kingdom
-$288K -39,952 Closed
Jane Street
43
Jane Street
New York
-$225K -31,312 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$224K -31,092 Closed
Millennium Management
45
Millennium Management
New York
-$180K -24,961 Closed
SIM
46
Spark Investment Management
New York
-$98K -13,700 Closed
VKH
47
Virtu KCG Holdings
New York
-$98K -13,663 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$34K -4,804 Closed
Deutsche Bank
49
Deutsche Bank
Germany
-$19.9K -3,061 -96%
VFA
50
Virtus Fund Advisers
Connecticut
-$7K -1,040 Closed

FIVN Hedge Fund Activity: Q3 2014 in Review

42 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2014, worth a combined $87.4M — down 7.1% from $94.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FIVN and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Wellington Management Group, adding an estimated $2.75M. The largest seller was Pine River Capital Management, cutting an estimated $1.23M.

  • 42 institutional investors held FIVE9 (FIVN) as of Q3 2014, down from 44 in Q2 2014.
  • Funds reported $87.4M of FIVE9 stock for Q3 2014, down 7.1% quarter-over-quarter.
  • 6 funds opened new FIVE9 positions in Q3 2014 and 8 closed out, a net change of -2 holders.
  • The largest FIVE9 buyer in Q3 2014 was Wellington Management Group, an estimated $2.75M added.
  • The largest FIVE9 seller in Q3 2014 was Pine River Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2014.