We are live on ! Find out more

162 hedge funds and large institutions have $1.07B invested in FIVE9 in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $511K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $806M → $1.07B (+$264M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

7% more funds holding

Funds holding: 151162 (+11)

0.62% more ownership

Funds ownership: 91.71%92.33% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
28
Increased
67
Reduced
57
Closed
15
Calls
$2.02M
Puts
$511K
Net Calls
+$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
76
A.R.T. Advisors
New York
$2.14M +$71.7K +3,500 +4%
AR
77
Advisory Research
Illinois
$2.11M -$1.71M -83,452 -46%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.99M +$560K +27,334 +42%
SI
79
SQN Investors
California
$1.96M -$9.86M -481,369 -84%
EGM
80
Engineers Gate Manager
New York
$1.75M +$1.67M +81,418 New
SST
81
S Squared Technology
New York
$1.66M -$512K -25,000 -24%
MAG
82
Millrace Asset Group
Pennsylvania
$1.64M -$1.17M -57,044 -43%
PP
83
PDT Partners
New York
$1.59M +$154K +7,500 +11%
CS
84
Credit Suisse
Switzerland
$1.54M -$91.2K -4,454 -6%
Swiss National Bank
85
Swiss National Bank
Switzerland
$1.52M +$119K +5,800 +9%
NFA
86
Nationwide Fund Advisors
Ohio
$1.44M +$387K +18,908 +39%
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.39M +$957K +46,700 +261%
Federated Hermes
88
Federated Hermes
Pennsylvania
$1.33M +$35.8K +1,750 +3%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$1.26M +$119K +5,800 +11%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$1.25M +$450K +21,991 +61%
CCM
91
Coe Capital Management
Illinois
$1.18M -$29.3K -1,430 -3%
DCM
92
Dupont Capital Management
Delaware
$1.18M +$1.12M +54,703 New
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M -$295K -14,405 -21%
PCR
94
Potrero Capital Research
California
$1.16M +$817K +39,890 +289%
BLA
95
Balter Liquid Alternatives
Massachusetts
$1.06M -$803K -39,222 -44%
ZIM
96
Zacks Investment Management
Illinois
$1.01M +$25.5K +1,244 +3%
RA
97
Royce & Associates
New York
$968K +$922K +45,000 New
UBS AM
98
UBS AM
Illinois
$955K +$208K +10,177 +30%
LCG
99
Lisanti Capital Growth
New York
$912K -$47.6K -2,322 -5%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
$854K +$36.9K +1,800 +5%

FIVN Hedge Fund Activity: Q2 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2017, worth a combined $1.07B — up 33% from $806M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVN positions and 15 closed out — a net gain of 13 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Hood River Capital Management, cutting an estimated $15.8M.

  • 162 institutional investors held FIVE9 (FIVN) as of Q2 2017, up from 151 in Q1 2017.
  • Funds reported $1.07B of FIVE9 stock for Q2 2017, up 33% quarter-over-quarter.
  • 28 funds opened new FIVE9 positions in Q2 2017 and 15 closed out, a net change of +13 holders.
  • The largest FIVE9 buyer in Q2 2017 was Whale Rock Capital Management, an estimated $20.3M added.
  • The largest FIVE9 seller in Q2 2017 was Hood River Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.