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291 hedge funds and large institutions have $4.05B invested in FIVE9 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

20% more capital invested

Capital invested by funds: $3.36B → $4.05B (+$681M)

11% more funds holding

Funds holding: 262291 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2.2% less ownership

Funds ownership: 103.25%101.04% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
5.73%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
53
Increased
87
Reduced
112
Closed
16
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
51
Herald Investment Management
United Kingdom
$15.5M
Stifel Financial
52
Stifel Financial
Missouri
$15.5M -$4.73M -77,271 -25%
VEPM
53
Vista Equity Partners Management
California
$14.6M -$17.4M -284,360 -56%
DCM
54
Driehaus Capital Management
Illinois
$14.2M +$1.24M +20,209 +10%
SBH
55
Segall Bryant & Hamill
Illinois
$13.4M +$757K +12,368 +6%
Deutsche Bank
56
Deutsche Bank
Germany
$13.2M -$3.48M -56,947 -22%
HAM
57
Honeycomb Asset Management
New York
$13.2M -$1.49M -24,400 -11%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$13.1M -$753K -12,312 -6%
Citadel Advisors
59
Citadel Advisors
Florida
$12.7M -$10.9M -177,350 -48%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$12.6M +$482K +7,875 +4%
FCM
61
Frontier Capital Management
Massachusetts
$12.4M -$4.74M -77,519 -29%
MOACM
62
Mutual of America Capital Management
New York
$12M -$78.4K -1,282 -0.7%
Bank of America
63
Bank of America
North Carolina
$11.5M -$1.15M -18,736 -10%
HLC
64
Hunt Lane Capital
New York
$10.8M
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$10.5M +$1.03M +16,835 +12%
Millennium Management
66
Millennium Management
New York
$10.4M -$6.72M -109,755 -41%
Ameriprise
67
Ameriprise
Minnesota
$9.3M +$216K +3,524 +3%
PPA
68
Parametric Portfolio Associates
Washington
$9.29M -$766K -12,515 -8%
Invesco
69
Invesco
Georgia
$9.2M -$87K -1,422 -1%
Allianz Asset Management
70
Allianz Asset Management
Germany
$8.99M +$542K +8,860 +7%
CS
71
Credit Suisse
Switzerland
$8.98M +$2.16M +35,370 +35%
Fuller & Thaler Asset Management
72
Fuller & Thaler Asset Management
California
$8.82M -$144K -2,361 -2%
PCM
73
Penn Capital Management
Pennsylvania
$8.13M -$1.86M -30,378 -20%
GA
74
Gagnon Advisors
New York
$8.02M
HCM
75
Hodges Capital Management
Texas
$7.97M +$1.03M +16,825 +16%

FIVN Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2019, worth a combined $4.05B — up 20% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 16 closed out — a net gain of 37 holders — while 87 added to existing stakes and 112 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $49.7M. The largest seller was Valinor Management, exiting entirely with an estimated $36.3M sold.

  • 291 institutional investors held FIVE9 (FIVN) as of Q4 2019, up from 262 in Q3 2019.
  • Funds reported $4.05B of FIVE9 stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q4 2019 and 16 closed out, a net change of +37 holders.
  • The largest FIVE9 buyer in Q4 2019 was 1832 Asset Management, an estimated $49.7M added.
  • The largest FIVE9 seller in Q4 2019 was Valinor Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2019.