We are live on ! Find out more

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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$9.84M -$919K -28,390 -9%
Stifel Financial
52
Stifel Financial
Missouri
$9.65M +$9.02M +278,629 New
PPA
53
Parametric Portfolio Associates
Washington
$9.2M +$86.3K +2,666 +1%
MOACM
54
Mutual of America Capital Management
New York
$9.11M +$1.96M +60,659 +30%
Invesco
55
Invesco
Georgia
$8.83M +$825K +25,488 +11%
Federated Hermes
56
Federated Hermes
Pennsylvania
$8.4M +$5.48M +169,243 +229%
Millennium Management
57
Millennium Management
New York
$8.25M -$7.95M -245,633 -51%
HIM
58
Herald Investment Management
United Kingdom
$8.16M -$1.72M -53,000 -18%
KCM
59
Kennedy Capital Management
Missouri
$7.72M -$3.19M -98,500 -31%
JP Morgan Chase
60
JP Morgan Chase
New York
$6.84M +$1.33M +41,158 +26%
GIPM
61
G2 Investment Partners Management
New York
$6.63M -$2.63M -81,122 -30%
CAM
62
Cortina Asset Management
Wisconsin
$6.38M -$577K -17,838 -9%
TCM
63
Timpani Capital Management
Wisconsin
$6.13M -$733K -22,645 -11%
APC
64
Alta Park Capital
California
$5.68M -$1.48M -45,800 -22%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$5.63M +$3.74M +115,576 +244%
Macquarie Group
66
Macquarie Group
Australia
$5.58M +$501K +15,472 +11%
Bank of America
67
Bank of America
North Carolina
$5.43M -$734K -22,660 -13%
WA
68
Wasatch Advisors
Utah
$5.05M +$2.72K +84 +0.1%
EI
69
EAM Investors
California
$3.88M -$630K -19,451 -15%
LSC
70
Lyon Street Capital
California
$3.87M -$10.8K -334 -0.3%
AQR Capital Management
71
AQR Capital Management
Connecticut
$3.85M +$1.5M +46,281 +71%
LCG
72
Lisanti Capital Growth
New York
$3.81M +$1.47M +45,500 +70%
GA
73
Gagnon Advisors
New York
$3.77M +$80.3K +2,481 +2%
CIP
74
Chartwell Investment Partners
Pennsylvania
$3.67M +$728K +22,476 +27%
GLAM
75
Gardner Lewis Asset Management
Pennsylvania
$3.64M -$373K -11,525 -10%

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.