We are live on ! Find out more
FIVN icon

FIVE9
FIVN

63 hedge funds and large institutions have $145M invested in FIVE9 in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

78% more capital invested

Capital invested by funds: $81.7M → $145M (+$63.6M)

17% more funds holding

Funds holding: 54 → 63 (+9)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.96M
2
PCM
Portolan Capital Management
Massachusetts
+$4.05M
3
Bank of America
Bank of America
North Carolina
+$1.81M
4
ACM
Altimeter Capital Management
Massachusetts
+$1.35M
5
Ameriprise
Ameriprise
Minnesota
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$9.57M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$5.22M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93M
4
MSA
Mason Street Advisors
Wisconsin
-$1.56M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$471K +$124K +28,720 +51%
Renaissance Technologies
27
Renaissance Technologies
New York
$442K +$344K +79,458 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$429K +$31.2K +7,199 +10%
SIM
29
Spark Investment Management
New York
$368K +$48.1K +11,100 +20%
BG
30
BlackRock Group
United Kingdom
$302K +$78.7K +18,165 +50%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$255K +$28.7K +6,618 +17%
TCIM
32
TIAA CREF Investment Management
New York
$244K – – –
TD Asset Management
33
TD Asset Management
Ontario, Canada
$208K +$45.9K +10,600 +39%
BIM
34
BlackRock Investment Management
Delaware
$198K – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$164K +$128K +29,500 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$161K -$1.15K -265 -0.9%
Charles Schwab
37
Charles Schwab
California
$146K +$5.53K +1,276 +5%
TC
38
TFS Capital
Pennsylvania
$141K +$110K +25,360 New
EWM
39
Edge Wealth Management
New York
$127K +$99.6K +23,000 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$125K – – –
CS
41
Credit Suisse
Switzerland
$113K +$88K +20,310 New
TA
42
Teachers Advisors
New York
$94K – – –
Morgan Stanley
43
Morgan Stanley
New York
$80K -$52.6K -12,136 -46%
BIM
44
Bogle Investment Management
Massachusetts
$80K +$62.8K +14,500 New
Deutsche Bank
45
Deutsche Bank
Germany
$77K +$50.1K +11,562 +487%
Millennium Management
46
Millennium Management
New York
$72K +$55.8K +12,883 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$63K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$62K +$48.7K +11,235 New
AIG
49
American International Group
New York
$42.6K – – –
BA
50
BlackRock Advisors
Delaware
$28K – – –
1
2
3

FIVN Hedge Fund Activity: Q1 2015 in Review

63 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2015, worth a combined $145M — up 78% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIVN positions and 7 closed out — a net gain of 9 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $8.96M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $9.57M sold.

  • 63 institutional investors held FIVE9 (FIVN) as of Q1 2015, up from 54 in Q4 2014.
  • Funds reported $145M of FIVE9 stock for Q1 2015, up 78% quarter-over-quarter.
  • 16 funds opened new FIVE9 positions in Q1 2015 and 7 closed out, a net change of +9 holders.
  • The largest FIVE9 buyer in Q1 2015 was T. Rowe Price Associates, an estimated $8.96M added.
  • The largest FIVE9 seller in Q1 2015 was Columbia Wanger Asset Management, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2015.