FIVE9
FIVN
54 hedge funds and large institutions have $81.7M invested in FIVE9 in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
29% more funds holding
Funds holding: 42 → 54 (+12)
7% less capital invested
Capital invested by funds: $87.4M → $81.7M (-$5.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$5.42M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$2.71M |
| 3 |
GIPM
G2 Investment Partners Management
New York
|
+$1.86M |
| 4 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
+$1.35M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$1.92M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.86M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$212K |
| 4 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$68.6K |
| 5 |
JP Morgan Chase
New York
|
-$25.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $3K | -$10.2K | -2,194 | -79% |
|
52
Barclays
London,
United Kingdom
| $3K | +$2.64K | +567 | +446% |
|
|
LTFS
53
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | +$1.86K | +400 | New |
|
|
PRCM
54
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$1.92M | -293,720 | Closed |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$20 | -3,082 | Closed |
|
56
BNP Paribas Financial Markets
Paris,
France
| – | -$5.34K | -817 | Closed |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$344 | +74 | New |
|
FIVN Hedge Fund Activity: Q4 2014 in Review
54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2014, worth a combined $81.7M — down 6.6% from $87.4M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIVN positions and 3 closed out — a net gain of 14 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $5.42M. The largest seller was Pine River Capital Management, exiting entirely with an estimated $1.92M sold.
- 54 institutional investors held FIVE9 (FIVN) as of Q4 2014, up from 42 in Q3 2014.
- Funds reported $81.7M of FIVE9 stock for Q4 2014, down 6.6% quarter-over-quarter.
- 17 funds opened new FIVE9 positions in Q4 2014 and 3 closed out, a net change of +14 holders.
- The largest FIVE9 buyer in Q4 2014 was Ontario Teachers' Pension Plan Board, an estimated $5.42M added.
- The largest FIVE9 seller in Q4 2014 was Pine River Capital Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2014.