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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
MAG
76
Millrace Asset Group
Pennsylvania
$2.22M -$1.56M -63,210 -41%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$2.09M +$14.3K +581 +0.7%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$1.99M +$61.7K +2,500 +3%
SST
79
S Squared Technology
New York
$1.92M
Swiss National Bank
80
Swiss National Bank
Switzerland
$1.83M +$71.5K +2,900 +4%
JG
81
Jefferies Group
New York
$1.62M +$1.6M +65,000 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$1.61M
CS
83
Credit Suisse
Switzerland
$1.55M -$7.41M -300,649 -83%
OAM
84
Oxford Asset Management
United Kingdom
$1.55M +$730K +29,611 +92%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M +$58K +2,352 +4%
ARTA
86
A.R.T. Advisors
New York
$1.46M +$1.45M +58,601 New
Federated Hermes
87
Federated Hermes
Pennsylvania
$1.45M -$23K -934 -2%
MC
88
Menta Capital
California
$1.4M +$1.38M +56,083 New
DCM
89
Dupont Capital Management
Delaware
$1.36M
CCM
90
Coe Capital Management
Illinois
$1.25M -$38.1K -1,545 -3%
UBS AM
91
UBS AM
Illinois
$1.23M +$225K +9,134 +23%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$1.23M -$226K -9,156 -16%
PP
93
PDT Partners
New York
$1.23M -$602K -24,400 -33%
ZIM
94
Zacks Investment Management
Illinois
$1.21M +$13.4K +544 +1%
California Public Employees Retirement System
95
California Public Employees Retirement System
California
$1.21M +$78.7K +3,190 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.17M +$1.04M +41,996 +814%
AQR Capital Management
97
AQR Capital Management
Connecticut
$1.14M -$342K -13,868 -23%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$1.13M
AG
99
Aperio Group
California
$999K +$141K +5,707 +17%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$949K

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.