FIVE9
FIVN
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.
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: 8 → 9 (+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: 162 → 151 (-11)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
+$17.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.5M |
| 4 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$12.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Sapphire Ventures
Austin,
Texas
|
-$21.8M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$21.3M |
| 3 |
SM
SCGE Management
Menlo Park,
California
|
-$15.6M |
| 4 |
Millennium Management
New York
|
-$12.3M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.17M |
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.