FIVE9
FIVN
183 hedge funds and large institutions have $1.6B invested in FIVE9 in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
60% more call options, than puts
Call options by funds: $5.76M | Put options by funds: $3.6M
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
23% more capital invested
Capital invested by funds: $1.31B → $1.6B (+$296M)
15% more funds holding
Funds holding: 159 → 183 (+24)
3% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 62
0.45% more ownership
Funds ownership: 94.45% → 94.9% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
+$21.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.8M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.41M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$16.4M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$10M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$9.47M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$8.4M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$6.4M |
FIVN Hedge Fund Activity: Q1 2018 in Review
183 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2018, worth a combined $1.6B — up 23% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FIVN positions and 16 closed out — a net gain of 25 holders — while 64 added to existing stakes and 62 trimmed.
The largest buyer was Alkeon Capital Management, opening a new position worth an estimated $21.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $16.4M.
- 183 institutional investors held FIVE9 (FIVN) as of Q1 2018, up from 159 in Q4 2017.
- Funds reported $1.6B of FIVE9 stock for Q1 2018, up 23% quarter-over-quarter.
- 41 funds opened new FIVE9 positions in Q1 2018 and 16 closed out, a net change of +25 holders.
- The largest FIVE9 buyer in Q1 2018 was Alkeon Capital Management, an estimated $21.1M added.
- The largest FIVE9 seller in Q1 2018 was Lord, Abbett & Co, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2018.