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FIVE9
FIVN

54 hedge funds and large institutions have $81.7M invested in FIVE9 in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

29% more funds holding

Funds holding: 42 → 54 (+12)

7% less capital invested

Capital invested by funds: $87.4M → $81.7M (-$5.74M)

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
19
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$5.42M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$2.71M
3
GIPM
G2 Investment Partners Management
New York
+$1.86M
4
ACM
Altimeter Capital Management
Massachusetts
+$1.35M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
PRCM
Pine River Capital Management
Minnesota
-$1.92M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.86M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$212K
4
BPC
Banque Pictet & Cie
Switzerland
-$68.6K
5
JP Morgan Chase
JP Morgan Chase
New York
-$25.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$176K -$3.75K -807 -2%
Goldman Sachs
27
Goldman Sachs
New York
$164K -$25.2K -5,410 -13%
BG
28
BlackRock Group
United Kingdom
$162K +$168K +36,114 New
BIM
29
BlackRock Investment Management
Delaware
$159K – – –
Ameriprise
30
Ameriprise
Minnesota
$148K -$18.6K -4,000 -11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$131K +$136K +29,134 New
TD Asset Management
32
TD Asset Management
Ontario, Canada
$121K +$20.5K +4,400 +20%
Morgan Stanley
33
Morgan Stanley
New York
$118K +$116K +24,873 +1,627%
SG Americas Securities
34
SG Americas Securities
New York
$113K +$117K +25,174 New
Charles Schwab
35
Charles Schwab
California
$112K +$3.12K +671 +3%
BPC
36
Banque Pictet & Cie
Switzerland
$107K -$68.6K -14,751 -38%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$101K +$447 +96 +0.4%
TA
38
Teachers Advisors
New York
$75K – – –
Two Sigma Investments
39
Two Sigma Investments
New York
$73K +$76.3K +16,392 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$63K – – –
AIG
41
American International Group
New York
$34.3K -$1.41K -304 -4%
BA
42
BlackRock Advisors
Delaware
$23K – – –
UBS Group
43
UBS Group
Switzerland
$20K +$20.9K +4,490 New
Citigroup
44
Citigroup
New York
$13K +$772 +166 +6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$11K – – –
SIG
46
Stanford Investment Group
California
$11K +$11.6K +2,500 New
TRCT
47
Tower Research Capital (TRC)
New York
$10K +$9.88K +2,124 New
BJ
48
BlackRock Japan
Japan
$10K +$10.3K +2,217 New
Deutsche Bank
49
Deutsche Bank
Germany
$10K +$10.5K +2,263 +2,021%
NFG
50
Next Financial Group
Texas
$4K +$1.86K +400 +67%
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FIVN Hedge Fund Activity: Q4 2014 in Review

54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2014, worth a combined $81.7M — down 6.6% from $87.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIVN positions and 3 closed out — a net gain of 14 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $5.42M. The largest seller was Pine River Capital Management, exiting entirely with an estimated $1.92M sold.

  • 54 institutional investors held FIVE9 (FIVN) as of Q4 2014, up from 42 in Q3 2014.
  • Funds reported $81.7M of FIVE9 stock for Q4 2014, down 6.6% quarter-over-quarter.
  • 17 funds opened new FIVE9 positions in Q4 2014 and 3 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q4 2014 was Ontario Teachers' Pension Plan Board, an estimated $5.42M added.
  • The largest FIVE9 seller in Q4 2014 was Pine River Capital Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2014.