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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
HCS
51
Harvest Capital Strategies
California
$6.22M +$863K +35,000 +16%
TA
52
Teachers Advisors
New York
$6.05M +$89K +3,608 +2%
IECM
53
Intrinsic Edge Capital Management
Illinois
$5.79M -$1.92M -78,039 -25%
CAM
54
Cortina Asset Management
Wisconsin
$5.72M -$2.81M -113,986 -33%
LSC
55
Lyon Street Capital
California
$5.71M
PPA
56
Parametric Portfolio Associates
Washington
$5.32M -$541K -21,956 -9%
TCM
57
Timpani Capital Management
Wisconsin
$5.14M -$357K -14,477 -7%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$4.98M +$1.08M +43,715 +28%
Goldman Sachs
59
Goldman Sachs
New York
$4.97M -$94.5K -3,832 -2%
PAM
60
Panagora Asset Management
Massachusetts
$4.87M -$4.25M -172,489 -47%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.49M +$242K +9,799 +6%
WA
62
Wasatch Advisors
Utah
$4.39M -$136K -5,532 -3%
Bank of America
63
Bank of America
North Carolina
$4.36M -$222K -8,989 -5%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.97M +$207K +8,409 +6%
MPAM
65
Monarch Partners Asset Management
Massachusetts
$3.84M +$906K +36,750 +31%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$3.71M +$1.19M +48,214 +48%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$3.49M -$471K -19,087 -12%
Invesco
68
Invesco
Georgia
$3.25M -$2.62M -106,429 -45%
MOACM
69
Mutual of America Capital Management
New York
$2.95M +$20.2K +821 +0.7%
GLAM
70
Gardner Lewis Asset Management
Pennsylvania
$2.93M +$2.9M +117,596 New
Morgan Stanley
71
Morgan Stanley
New York
$2.92M +$1.1M +44,417 +61%
Macquarie Group
72
Macquarie Group
Australia
$2.9M +$65.4K +2,650 +2%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.38M -$424K -17,195 -15%
Citadel Advisors
74
Citadel Advisors
Florida
$2.33M +$750K +30,418 +48%
RA
75
Royce & Associates
New York
$2.24M

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.