We are live on ! Find out more

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.9M +$7.37M +120,400 New
Calamos Advisors
77
Calamos Advisors
Illinois
$7.84M +$1.61M +26,273 +28%
SAM
78
Shell Asset Management
Netherlands
$7.83M -$24.9K -407 -0.3%
Swiss National Bank
79
Swiss National Bank
Switzerland
$7.61M +$232K +3,800 +3%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$7.48M +$129K +2,109 +2%
PC
81
Pier Capital
Connecticut
$6.81M -$1.88M -30,735 -23%
JP Morgan Chase
82
JP Morgan Chase
New York
$6.8M -$7.17M -117,124 -53%
OCM
83
Osterweis Capital Management
California
$6.53M -$857K -14,005 -12%
HA
84
Homestead Advisers
Virginia
$6.43M -$6.88M -112,389 -53%
CFM
85
Coronation Fund Managers
South Africa
$6.38M +$878K +14,352 +17%
Federated Hermes
86
Federated Hermes
Pennsylvania
$6.12M +$1.35M +22,042 +31%
LCG
87
Lisanti Capital Growth
New York
$6.05M +$2.62M +42,846 +87%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$5.99M -$113K -1,846 -2%
Macquarie Group
89
Macquarie Group
Australia
$5.9M -$275K -4,491 -5%
MAP
90
Moody Aldrich Partners
Massachusetts
$5.88M +$422K +6,901 +8%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$5.57M -$918K -15,000 -15%
EAM
92
EULAV Asset Management
Florida
$5.5M
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$5.42M +$181K +2,964 +4%
UBS Group
94
UBS Group
Switzerland
$4.96M +$1.62M +26,524 +54%
PI
95
Putnam Investments
Massachusetts
$4.55M
MAM
96
Melqart Asset Management
United Kingdom
$4.53M -$2.81M -46,000 -40%
BAM
97
Bullseye Asset Management
Colorado
$4.37M +$4.08M +66,648 New
Barclays
98
Barclays
United Kingdom
$4.27M +$1.53M +25,069 +63%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.25M +$688K +11,248 +21%
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.07M -$1.22M -20,000 -24%

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.