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162 hedge funds and large institutions have $1.07B invested in FIVE9 in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $511K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $806M → $1.07B (+$264M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

7% more funds holding

Funds holding: 151162 (+11)

0.62% more ownership

Funds ownership: 91.71%92.33% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
28
Increased
67
Reduced
57
Closed
15
Calls
$2.02M
Puts
$511K
Net Calls
+$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Shell Asset Management
Netherlands
$11.2M -$3.3M -161,058 -24%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$10.3M +$430K +21,000 +5%
PCA
28
Prospect Capital Advisors
California
$9.68M -$2.58M -126,026 -22%
HIM
29
Herald Investment Management
United Kingdom
$9.68M
CAM
30
Cortina Asset Management
Wisconsin
$9.61M -$5.38M -262,633 -37%
CM
31
Castleark Management
Illinois
$9.3M +$58.2K +2,842 +0.7%
HRCM
32
Hood River Capital Management
Florida
$9.02M -$15.8M -772,509 -65%
Two Sigma Investments
33
Two Sigma Investments
New York
$8.96M -$2.68M -130,955 -24%
IECM
34
Intrinsic Edge Capital Management
Illinois
$8.86M -$847K -41,327 -9%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$8.34M +$1.13M +55,393 +17%
DCM
36
Driehaus Capital Management
Illinois
$8.34M -$5.97M -291,630 -43%
FA
37
Friess Associates
Delaware
$8.18M +$7.78M +380,000 New
PAM
38
Panagora Asset Management
Massachusetts
$7.94M +$7.56M +368,945 +614,908%
Deutsche Bank
39
Deutsche Bank
Germany
$7.56M -$440K -21,457 -6%
TCIM
40
TIAA CREF Investment Management
New York
$7.26M +$2.04M +99,369 +42%
BIM
41
Bogle Investment Management
Massachusetts
$7.17M +$1.14M +55,892 +20%
GA
42
Gagnon Advisors
New York
$7.14M +$9.96K +486 +0.1%
Ameriprise
43
Ameriprise
Minnesota
$6.97M -$2.32M -113,221 -26%
PCM
44
Portolan Capital Management
Massachusetts
$6.88M -$602K -29,386 -8%
TCM
45
Timpani Capital Management
Wisconsin
$6.45M -$637K -31,086 -9%
KCM
46
Kennedy Capital Management
Missouri
$6.34M -$2.45M -119,503 -29%
Charles Schwab
47
Charles Schwab
California
$6.29M +$779K +38,012 +15%
SPPAM
48
Summit Partners Public Asset Management
Massachusetts
$6.03M +$5.74M +280,000 New
Invesco
49
Invesco
Georgia
$5.41M +$4.08M +199,014 +380%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$5.38M +$187K +9,114 +4%

FIVN Hedge Fund Activity: Q2 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2017, worth a combined $1.07B — up 33% from $806M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVN positions and 15 closed out — a net gain of 13 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Hood River Capital Management, cutting an estimated $15.8M.

  • 162 institutional investors held FIVE9 (FIVN) as of Q2 2017, up from 151 in Q1 2017.
  • Funds reported $1.07B of FIVE9 stock for Q2 2017, up 33% quarter-over-quarter.
  • 28 funds opened new FIVE9 positions in Q2 2017 and 15 closed out, a net change of +13 holders.
  • The largest FIVE9 buyer in Q2 2017 was Whale Rock Capital Management, an estimated $20.3M added.
  • The largest FIVE9 seller in Q2 2017 was Hood River Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.