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151 hedge funds and large institutions have $1.24B invested in FIVE9 in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.31M

16% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$175M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.09% more ownership

Funds ownership: 92.33%94.42% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

7% less funds holding

Funds holding: 162151 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
22
Increased
58
Reduced
53
Closed
31
Calls
$3.18M
Puts
$1.31M
Net Calls
+$1.87M
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
NCGI
26
Next Century Growth Investors
Minnesota
$12.2M -$4.29M -198,034 -28%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$11.5M +$35.5K +1,638 +0.3%
SAM
28
Shell Asset Management
Netherlands
$11.3M -$973K -44,874 -9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$11.3M +$1.8M +83,179 +21%
CCI
30
Columbus Circle Investors
$11M -$1.53M -70,327 -13%
HIM
31
Herald Investment Management
United Kingdom
$10.8M
PCA
32
Prospect Capital Advisors
California
$10.8M
Millennium Management
33
Millennium Management
New York
$10.5M -$12.3M -569,220 -56%
Ameriprise
34
Ameriprise
Minnesota
$10.2M +$2.27M +104,714 +32%
CM
35
Castleark Management
Illinois
$10.1M -$231K -10,630 -2%
SPPAM
36
Summit Partners Public Asset Management
Massachusetts
$9.8M +$2.82M +130,000 +46%
FA
37
Friess Associates
Delaware
$9.57M +$445K +20,528 +5%
Two Sigma Investments
38
Two Sigma Investments
New York
$9.1M -$771K -35,550 -9%
PAM
39
Panagora Asset Management
Massachusetts
$8.8M -$15.8K -728 -0.2%
CS
40
Credit Suisse
Switzerland
$8.68M +$6.32M +291,451 +407%
Deutsche Bank
41
Deutsche Bank
Germany
$8.36M -$29.9K -1,381 -0.4%
CAM
42
Cortina Asset Management
Wisconsin
$8.21M -$2.23M -102,990 -23%
TCIM
43
TIAA CREF Investment Management
New York
$7.99M -$66.1K -3,048 -0.9%
GA
44
Gagnon Advisors
New York
$7.96M +$22.5K +1,038 +0.3%
KCM
45
Kennedy Capital Management
Missouri
$7.61M +$510K +23,523 +8%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$7.55M +$1.43M +65,798 +26%
Charles Schwab
47
Charles Schwab
California
$7.5M +$468K +21,587 +7%
IECM
48
Intrinsic Edge Capital Management
Illinois
$7.42M -$2.19M -101,194 -25%
American Century Companies
49
American Century Companies
Missouri
$6.92M +$878K +40,482 +16%
APC
50
Alta Park Capital
California
$6.67M +$1.43M +65,715 +31%

FIVN Hedge Fund Activity: Q3 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2017, worth a combined $1.24B — up 16% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FIVN and 22 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 58 added.

The largest buyer was Tremblant Capital Group, opening a new position worth an estimated $17.7M. The largest seller was Sapphire Ventures, exiting entirely with an estimated $21.8M sold.

  • 151 institutional investors held FIVE9 (FIVN) as of Q3 2017, down from 162 in Q2 2017.
  • Funds reported $1.24B of FIVE9 stock for Q3 2017, up 16% quarter-over-quarter.
  • 22 funds opened new FIVE9 positions in Q3 2017 and 31 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q3 2017 was Tremblant Capital Group, an estimated $17.7M added.
  • The largest FIVE9 seller in Q3 2017 was Sapphire Ventures, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2017.