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162 hedge funds and large institutions have $1.07B invested in FIVE9 in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $511K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $806M → $1.07B (+$264M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

7% more funds holding

Funds holding: 151162 (+11)

0.62% more ownership

Funds ownership: 91.71%92.33% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
28
Increased
67
Reduced
57
Closed
15
Calls
$2.02M
Puts
$511K
Net Calls
+$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
126
Virtu KCG Holdings
New York
$342K +$31.5K +1,536 +11%
QC
127
Quadrature Capital
United Kingdom
$341K -$678K -33,083 -68%
SEI Investments
128
SEI Investments
Pennsylvania
$287K +$79.3K +3,871 +41%
Legal & General Group
129
Legal & General Group
United Kingdom
$285K +$109K +5,339 +67%
Wolverine Trading
130
Wolverine Trading
Illinois
$254K +$10.7K +522 +5%
DADC
131
D.A. Davidson & Co
Montana
$246K +$40.5K +1,976 +21%
RAM
132
Roanoke Asset Management
New Jersey
$237K
RJA
133
Raymond James & Associates
Florida
$232K +$1.33K +65 +0.6%
Group One Trading
134
Group One Trading
Illinois
$225K +$208K +10,164 +3,669%
Principal Financial Group
135
Principal Financial Group
Iowa
$219K +$208K +10,162 New
CG
136
Cutler Group
California
$210K +$135K +6,597 +208%
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
$202K +$192K +9,374 New
Barclays
138
Barclays
United Kingdom
$123K -$35.8K -1,750 -23%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$120K +$112K +5,443 +4,390%
PG
140
PEAK6 Group
Illinois
$119K +$66.5K +3,246 +142%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$112K +$20 +1 +0%
AIP
142
Ameritas Investment Partners
Nebraska
$98K +$41K +2,002 +78%
UBS Group
143
UBS Group
Switzerland
$89K -$17K -829 -17%
Canada Life
144
Canada Life
Manitoba, Canada
$67K
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$67K +$11.5K +559 +22%
NIT
146
NumerixS Investment Technologies
British Columbia, Canada
$43K -$162K -7,900 -80%
Citigroup
147
Citigroup
New York
$35K -$137K -6,684 -80%
AIM
148
Acrospire Investment Management
Illinois
$28K -$4.1K -200 -13%
AIM
149
Arcadia Investment Management
Michigan
$26K
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$22K +$14.3K +700 +215%

FIVN Hedge Fund Activity: Q2 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2017, worth a combined $1.07B — up 33% from $806M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVN positions and 15 closed out — a net gain of 13 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Hood River Capital Management, cutting an estimated $15.8M.

  • 162 institutional investors held FIVE9 (FIVN) as of Q2 2017, up from 151 in Q1 2017.
  • Funds reported $1.07B of FIVE9 stock for Q2 2017, up 33% quarter-over-quarter.
  • 28 funds opened new FIVE9 positions in Q2 2017 and 15 closed out, a net change of +13 holders.
  • The largest FIVE9 buyer in Q2 2017 was Whale Rock Capital Management, an estimated $20.3M added.
  • The largest FIVE9 seller in Q2 2017 was Hood River Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.