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262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 249262 (+13)

4% more capital invested

Capital invested by funds: $3.22B → $3.36B (+$144M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.97% less ownership

Funds ownership: 105.21%103.25% (-2%)

14% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$33M +$278K +4,944 +0.8%
Morgan Stanley
27
Morgan Stanley
New York
$31.5M -$4.61M -81,936 -12%
Renaissance Technologies
28
Renaissance Technologies
New York
$29.3M -$9.94M -176,700 -24%
RP
29
Riverbridge Partners
Minnesota
$29.3M -$200K -3,549 -0.6%
GIP
30
Granite Investment Partners
California
$29.2M +$415K +7,370 +1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$27.8M +$94.6K +1,682 +0.3%
VEPM
32
Vista Equity Partners Management
California
$27.2M +$5.51M +97,979 +24%
CCA
33
Conestoga Capital Advisors
Pennsylvania
$26.9M -$191K -3,395 -0.7%
PC
34
Polar Capital
United Kingdom
$26.7M -$18.7M -332,200 -40%
SIMG
35
Stephens Investment Management Group
Texas
$25.5M -$3.35M -59,593 -11%
Axa
36
Axa
France
$25M +$3.43M +60,898 +15%
RI
37
Redwood Investments
Massachusetts
$24.4M +$10.9M +194,652 +75%
Norges Bank
38
Norges Bank
Norway
$24.4M
PCA
39
Prospect Capital Advisors
California
$22.8M
CCI
40
Columbus Circle Investors
$20.1M +$2.37M +42,211 +13%
Citadel Advisors
41
Citadel Advisors
Florida
$19.9M +$7.71M +137,119 +59%
Charles Schwab
42
Charles Schwab
California
$19.6M +$937K +16,653 +5%
PAM
43
Panagora Asset Management
Massachusetts
$18.8M +$4.42M +78,587 +29%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$18.5M +$1.86M +33,120 +11%
First Trust Advisors
45
First Trust Advisors
Illinois
$16.8M -$7.05M -125,341 -29%
Stifel Financial
46
Stifel Financial
Missouri
$16.8M -$3.74M -66,434 -18%
ORI
47
Oak Ridge Investments
Illinois
$16.6M +$4.96M +88,203 +40%
GS
48
Gagnon Securities
New York
$15.2M -$595K -10,570 -4%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$15.1M +$1.97M +34,997 +14%
GIPM
50
G2 Investment Partners Management
New York
$14.8M +$429K +7,621 +3%

FIVN Hedge Fund Activity: Q3 2019 in Review

262 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2019, worth a combined $3.36B — up 4.5% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIVN positions and 30 closed out — a net gain of 15 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.8M.

  • 262 institutional investors held FIVE9 (FIVN) as of Q3 2019, up from 249 in Q2 2019.
  • Funds reported $3.36B of FIVE9 stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 45 funds opened new FIVE9 positions in Q3 2019 and 30 closed out, a net change of +15 holders.
  • The largest FIVE9 buyer in Q3 2019 was Whale Rock Capital Management, an estimated $59.2M added.
  • The largest FIVE9 seller in Q3 2019 was Lord, Abbett & Co, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.