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361 hedge funds and large institutions have $8.45B invested in FIVE9 in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $7.27B → $8.45B (+$1.18B)

13% more call options, than puts

Call options by funds: $81.1M | Put options by funds: $71.8M

6% more funds holding

Funds holding: 341361 (+20)

1.37% less ownership

Funds ownership: 101.44%100.07% (-1.4%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 151

Holders
361
Holders Change
+20
Holders Change %
+5.87%
% of All Funds
7.28%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.34%
New
64
Increased
111
Reduced
151
Closed
43
Calls
$81.1M
Puts
$71.8M
Net Calls
+$9.21M
Net Calls Change
+$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$70.6M -$6.9M -57,362 -10%
JP Morgan Chase
27
JP Morgan Chase
New York
$70.4M +$12.2M +101,139 +23%
Axa
28
Axa
France
$67.2M +$4.33M +35,999 +7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$66.7M +$18.6M +154,585 +43%
RP
30
Riverbridge Partners
Minnesota
$65.2M -$1.7M -14,109 -3%
SIMG
31
Stephens Investment Management Group
Texas
$63.1M -$10.6M -88,211 -15%
Goldman Sachs
32
Goldman Sachs
New York
$59M -$14M -116,797 -20%
SM
33
SCGE Management
California
$57.6M
DKCM
34
Davidson Kempner Capital Management
New York
$56.8M +$52.8M +438,784 New
CCA
35
Conestoga Capital Advisors
Pennsylvania
$56.8M -$9.72M -80,820 -16%
Victory Capital Management
36
Victory Capital Management
Texas
$55.9M +$15.8M +131,361 +44%
BCPEMI
37
Bain Capital Public Equity Management II
Massachusetts
$55.2M -$13.9M -115,769 -21%
Holocene Advisors
38
Holocene Advisors
New York
$52.4M +$4.84M +40,236 +11%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$50.9M -$2.03M -16,899 -4%
Northern Trust
40
Northern Trust
Illinois
$49.3M -$10.3M -85,739 -18%
Charles Schwab
41
Charles Schwab
California
$41.4M +$1.73M +14,357 +5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$34.6M +$22.5M +187,152 +230%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$33.1M +$30.7M +255,100 New
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$32.3M -$3.5M -29,085 -10%
Ameriprise
45
Ameriprise
Minnesota
$30.8M +$2.15M +17,894 +8%
APC
46
Alta Park Capital
California
$28M -$10.6M -87,841 -29%
DCM
47
Driehaus Capital Management
Illinois
$27.7M -$6.99M -58,156 -21%
Bank of America
48
Bank of America
North Carolina
$27.4M +$2.52M +20,973 +11%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$26.7M -$1.68M -13,950 -6%
American Century Companies
50
American Century Companies
Missouri
$26.5M +$2.92M +24,274 +14%

FIVN Hedge Fund Activity: Q3 2020 in Review

361 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2020, worth a combined $8.45B — up 16% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FIVN positions and 43 closed out — a net gain of 21 holders — while 111 added to existing stakes and 151 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $159M. The largest seller was Wellington Management Group, cutting an estimated $51.5M.

  • 361 institutional investors held FIVE9 (FIVN) as of Q3 2020, up from 341 in Q2 2020.
  • Funds reported $8.45B of FIVE9 stock for Q3 2020, up 16% quarter-over-quarter.
  • 64 funds opened new FIVE9 positions in Q3 2020 and 43 closed out, a net change of +21 holders.
  • The largest FIVE9 buyer in Q3 2020 was T. Rowe Price Associates, an estimated $159M added.
  • The largest FIVE9 seller in Q3 2020 was Wellington Management Group, an estimated $51.5M sold.

Based on aggregated 13F filings for Q3 2020.