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159 hedge funds and large institutions have $1.31B invested in FIVE9 in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 151159 (+8)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.2M)

2% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 57

0.03% more ownership

Funds ownership: 94.42%94.45% (+0.03%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
24
Increased
58
Reduced
57
Closed
16
Calls
$747K
Puts
Net Calls
+$747K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kornitzer Capital Management
Kansas
$13.6M -$2.23M -90,420 -14%
DCM
27
Driehaus Capital Management
Illinois
$12.6M -$7.76M -314,791 -38%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.1M +$415K +16,829 +4%
GS
29
Gagnon Securities
New York
$12M -$955K -38,734 -7%
NCGI
30
Next Century Growth Investors
Minnesota
$12M -$647K -26,243 -5%
Deutsche Bank
31
Deutsche Bank
Germany
$11.6M +$2.86M +115,790 +33%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$11.5M -$489K -19,813 -4%
CCI
33
Columbus Circle Investors
$11.4M -$76.9K -3,117 -0.7%
PCA
34
Prospect Capital Advisors
California
$11.3M +$75.2K +3,050 +0.7%
HIM
35
Herald Investment Management
United Kingdom
$11.2M
FA
36
Friess Associates
Delaware
$10.1M +$129K +5,238 +1%
HRCM
37
Hood River Capital Management
Florida
$10M -$5.66M -229,423 -36%
SAM
38
Shell Asset Management
Netherlands
$9.5M -$2.27M -91,992 -19%
GA
39
Gagnon Advisors
New York
$8.3M +$23.5K +951 +0.3%
KCM
40
Kennedy Capital Management
Missouri
$8.14M +$219K +8,870 +3%
Charles Schwab
41
Charles Schwab
California
$8.1M +$290K +11,771 +4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$7.97M +$109K +4,402 +1%
Two Sigma Investments
43
Two Sigma Investments
New York
$7.91M -$1.55M -62,986 -17%
Ameriprise
44
Ameriprise
Minnesota
$7.77M -$2.86M -116,114 -27%
Axa
45
Axa
France
$7.63M +$715K +29,000 +10%
CM
46
Castleark Management
Illinois
$7.37M -$3.09M -125,315 -30%
TCIM
47
TIAA CREF Investment Management
New York
$7.34M -$966K -39,177 -12%
American Century Companies
48
American Century Companies
Missouri
$7.23M +$28K +1,135 +0.4%
APC
49
Alta Park Capital
California
$7.18M +$237K +9,600 +3%
GIPM
50
G2 Investment Partners Management
New York
$7.07M +$2.26M +91,612 +48%

FIVN Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2017, worth a combined $1.31B — up 5.1% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FIVN positions and 16 closed out — a net gain of 8 holders — while 58 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $9.8M sold.

  • 159 institutional investors held FIVE9 (FIVN) as of Q4 2017, up from 151 in Q3 2017.
  • Funds reported $1.31B of FIVE9 stock for Q4 2017, up 5.1% quarter-over-quarter.
  • 24 funds opened new FIVE9 positions in Q4 2017 and 16 closed out, a net change of +8 holders.
  • The largest FIVE9 buyer in Q4 2017 was Fidelity Investments, an estimated $39.1M added.
  • The largest FIVE9 seller in Q4 2017 was Summit Partners Public Asset Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q4 2017.