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262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 249262 (+13)

4% more capital invested

Capital invested by funds: $3.22B → $3.36B (+$144M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.97% less ownership

Funds ownership: 105.21%103.25% (-2%)

14% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$3.64M -$9.55M -169,722 -71%
GLAM
102
Gardner Lewis Asset Management
Pennsylvania
$3.52M +$185K +3,289 +5%
RA
103
Royce & Associates
New York
$3.45M -$3.12M -55,500 -46%
FPC
104
Falcon Point Capital
California
$3.27M -$623K -11,082 -16%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$3.21M +$1.23M +21,831 +57%
Principal Financial Group
106
Principal Financial Group
Iowa
$3.14M +$298K +5,294 +10%
NCGI
107
Next Century Growth Investors
Minnesota
$3.11M -$2.16M -38,475 -40%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$3.09M +$3.23M +57,500 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09M +$1.17M +20,823 +57%
SP
110
Sarasin & Partners
United Kingdom
$3.01M +$3.15M +56,029 New
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.88M +$234K +4,156 +8%
Coatue Management
112
Coatue Management
New York
$2.84M +$2.97M +52,850 New
3C
113
361 Capital
Colorado
$2.74M -$65.4K -1,162 -2%
WCA
114
Westover Capital Advisors
Delaware
$2.67M -$322K -5,719 -10%
LCG
115
Lisanti Capital Growth
New York
$2.66M +$2.78M +49,470 New
UBS Group
116
UBS Group
Switzerland
$2.64M +$1.64M +29,071 +145%
KCM
117
Kennedy Capital Management
Missouri
$2.42M -$175K -3,110 -6%
KIA
118
Kopp Investment Advisors
Minnesota
$2.39M -$1.47M -26,214 -37%
CIP
119
Chartwell Investment Partners
Pennsylvania
$2.27M -$4.26M -75,803 -64%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$2.25M -$92.8K -1,650 -4%
QC
121
Quadrature Capital
United Kingdom
$2.19M +$2.29M +40,771 New
Barclays
122
Barclays
United Kingdom
$2.15M +$26.1K +464 +1%
AQR Capital Management
123
AQR Capital Management
Connecticut
$2.07M -$1.65M -29,257 -43%
AG
124
Aperio Group
California
$2.03M +$20.1K +357 +1%
AIG
125
American International Group
New York
$2.03M +$19.6K +348 +0.9%

FIVN Hedge Fund Activity: Q3 2019 in Review

262 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2019, worth a combined $3.36B — up 4.5% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIVN positions and 30 closed out — a net gain of 15 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.8M.

  • 262 institutional investors held FIVE9 (FIVN) as of Q3 2019, up from 249 in Q2 2019.
  • Funds reported $3.36B of FIVE9 stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 45 funds opened new FIVE9 positions in Q3 2019 and 30 closed out, a net change of +15 holders.
  • The largest FIVE9 buyer in Q3 2019 was Whale Rock Capital Management, an estimated $59.2M added.
  • The largest FIVE9 seller in Q3 2019 was Lord, Abbett & Co, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.