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209 hedge funds and large institutions have $1.92B invested in FIVE9 in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $11M | Put options by funds: $1.96M

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $1.6B → $1.92B (+$318M)

14% more funds holding

Funds holding: 183209 (+26)

2.77% more ownership

Funds ownership: 94.9%97.67% (+2.8%)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
209
Holders Change
+26
Holders Change %
+14.21%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
41
Increased
74
Reduced
75
Closed
14
Calls
$11M
Puts
$1.96M
Net Calls
+$9.06M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
26
Stephens Investment Management Group
Texas
$21.6M -$795K -24,558 -4%
Morgan Stanley
27
Morgan Stanley
New York
$21.2M +$15.9M +490,147 +402%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$19.6M +$2.15M +66,485 +13%
HRCM
29
Hood River Capital Management
Florida
$19.6M +$18.3M +566,783 New
RI
30
Redwood Investments
Massachusetts
$18.7M -$6.69M -206,679 -28%
GCP
31
Garelick Capital Partners
Massachusetts
$18.2M +$17M +525,954 New
IECM
32
Intrinsic Edge Capital Management
Illinois
$18M -$981K -30,293 -5%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$17.7M +$549K +16,961 +3%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$15.8M -$1.43M -44,100 -9%
Two Sigma Investments
35
Two Sigma Investments
New York
$15.7M +$1.22M +37,810 +9%
PCA
36
Prospect Capital Advisors
California
$15.1M -$25.9K -800 -0.2%
Axa
37
Axa
France
$14.1M +$2.02M +62,316 +18%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$14M +$597K +18,430 +5%
MWNA
39
Marshall Wace North America
New York
$13.6M +$11.5M +354,254 +926%
FPC
40
Falcon Point Capital
California
$13.2M -$2.59M -80,103 -17%
SAM
41
Shell Asset Management
Netherlands
$12.7M -$421K -13,000 -3%
TCIM
42
TIAA CREF Investment Management
New York
$12M -$1.24M -38,163 -10%
DCM
43
Driehaus Capital Management
Illinois
$11.7M -$2.51M -77,662 -19%
American Century Companies
44
American Century Companies
Missouri
$11.5M +$2.03M +62,702 +23%
Ameriprise
45
Ameriprise
Minnesota
$10.6M -$1.26M -38,902 -11%
Allianz Asset Management
46
Allianz Asset Management
Germany
$10.6M -$13.7M -422,953 -58%
KCM
47
Kornitzer Capital Management
Kansas
$10.1M -$1.27M -39,185 -12%
PCM
48
Penn Capital Management
Pennsylvania
$10.1M -$1.27M -39,341 -12%
Charles Schwab
49
Charles Schwab
California
$10.1M +$166K +5,127 +2%
GS
50
Gagnon Securities
New York
$9.94M -$389K -12,007 -4%

FIVN Hedge Fund Activity: Q2 2018 in Review

209 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2018, worth a combined $1.92B — up 20% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIVN positions and 14 closed out — a net gain of 27 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $35.1M.

  • 209 institutional investors held FIVE9 (FIVN) as of Q2 2018, up from 183 in Q1 2018.
  • Funds reported $1.92B of FIVE9 stock for Q2 2018, up 20% quarter-over-quarter.
  • 41 funds opened new FIVE9 positions in Q2 2018 and 14 closed out, a net change of +27 holders.
  • The largest FIVE9 buyer in Q2 2018 was Vanguard Group, an estimated $36.4M added.
  • The largest FIVE9 seller in Q2 2018 was T. Rowe Price Associates, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2018.