We are live on ! Find out more

151 hedge funds and large institutions have $1.24B invested in FIVE9 in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.31M

16% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$175M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.09% more ownership

Funds ownership: 92.33%94.42% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

7% less funds holding

Funds holding: 162151 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
22
Increased
58
Reduced
53
Closed
31
Calls
$3.18M
Puts
$1.31M
Net Calls
+$1.87M
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
101
Zacks Investment Management
Illinois
$1.15M +$25.7K +1,184 +3%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$1.09M +$987K +45,500 New
California Public Employees Retirement System
103
California Public Employees Retirement System
California
$1.08M +$123K +5,678 +14%
SPM
104
Symmetry Peak Management
Pennsylvania
$1.07M +$262K +12,100 +37%
UBS AM
105
UBS AM
Illinois
$965K -$87.5K -4,033 -9%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$912K
PCM
107
Portolan Capital Management
Massachusetts
$887K -$6.13M -282,575 -88%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$855K
AIG
109
American International Group
New York
$835K +$56.7K +2,613 +8%
Asset Management One
110
Asset Management One
Japan
$834K +$178K +8,209 +30%
AG
111
Aperio Group
California
$823K -$24.1K -1,110 -3%
OAM
112
Oxford Asset Management
United Kingdom
$751K +$696K +32,087 New
BFS
113
Bradley Foster & Sargent
Connecticut
$691K
GCP
114
GSA Capital Partners
United Kingdom
$552K +$28.6K +1,317 +6%
BLA
115
Balter Liquid Alternatives
Massachusetts
$510K -$608K -28,018 -57%
IP
116
Intellectus Partners
California
$477K
DADC
117
D.A. Davidson & Co
Montana
$476K +$184K +8,467 +74%
SEI Investments
118
SEI Investments
Pennsylvania
$461K +$129K +5,961 +45%
BCM
119
Bridgeway Capital Management
Texas
$449K -$15.2K -700 -4%
SB
120
Suntrust Banks
Georgia
$420K -$20.2K -931 -5%
Brown Advisory
121
Brown Advisory
Maryland
$399K +$362K +16,694 New
Legal & General Group
122
Legal & General Group
United Kingdom
$327K +$11.3K +519 +4%
PP
123
Paloma Partners
Connecticut
$317K +$288K +13,270 New
RAM
124
Roanoke Asset Management
New Jersey
$263K
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$211K +$192K +8,835 New

FIVN Hedge Fund Activity: Q3 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2017, worth a combined $1.24B — up 16% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FIVN and 22 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 58 added.

The largest buyer was Tremblant Capital Group, opening a new position worth an estimated $17.7M. The largest seller was Sapphire Ventures, exiting entirely with an estimated $21.8M sold.

  • 151 institutional investors held FIVE9 (FIVN) as of Q3 2017, down from 162 in Q2 2017.
  • Funds reported $1.24B of FIVE9 stock for Q3 2017, up 16% quarter-over-quarter.
  • 22 funds opened new FIVE9 positions in Q3 2017 and 31 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q3 2017 was Tremblant Capital Group, an estimated $17.7M added.
  • The largest FIVE9 seller in Q3 2017 was Sapphire Ventures, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2017.