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159 hedge funds and large institutions have $1.31B invested in FIVE9 in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 151159 (+8)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.2M)

2% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 57

0.03% more ownership

Funds ownership: 94.42%94.45% (+0.03%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
24
Increased
58
Reduced
57
Closed
16
Calls
$747K
Puts
Net Calls
+$747K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
126
Invictus RG
Bermuda
$267K +$264K +10,715 New
IP
127
Intellectus Partners
California
$248K -$246K -9,980 -50%
Squarepoint
128
Squarepoint
New York
$245K +$242K +9,833 New
Barclays
129
Barclays
United Kingdom
$237K +$151K +6,109 +178%
QT
130
Quantbot Technologies
New York
$213K +$212K +8,599 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$211K -$8.51K -345 -4%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$202K -$345 -14 -0.2%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$202K +$200K +8,106 New
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$202K +$201K +8,135 New
XK
135
Xact Kapitalforvaltning
Sweden
$201K +$200K +8,095 New
Canada Life
136
Canada Life
Manitoba, Canada
$182K +$104K +4,213 +136%
VFA
137
Virtus Fund Advisers
Connecticut
$181K -$15.2K -617 -8%
UBS Group
138
UBS Group
Switzerland
$157K +$7.57K +307 +5%
FAM
139
Fortaleza Asset Management
Illinois
$157K +$155K +6,295 New
AIP
140
Ameritas Investment Partners
Nebraska
$114K
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$99K +$21.1K +854 +27%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$34K
AIM
143
Arcadia Investment Management
Michigan
$30K
Citigroup
144
Citigroup
New York
$30K +$7.18K +291 +32%
AG
145
Advisor Group
Arizona
$27K +$24.7K +1,000 +1,010%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$24K
MAM
147
Meeder Asset Management
Ohio
$23K +$13.9K +564 +162%
OC
148
Oakworth Capital
Alabama
$12K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$8K -$1.99M -80,700 -100%
VFA
150
Valeo Financial Advisors
Indiana
$7K

FIVN Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2017, worth a combined $1.31B — up 5.1% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FIVN positions and 16 closed out — a net gain of 8 holders — while 58 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $9.8M sold.

  • 159 institutional investors held FIVE9 (FIVN) as of Q4 2017, up from 151 in Q3 2017.
  • Funds reported $1.31B of FIVE9 stock for Q4 2017, up 5.1% quarter-over-quarter.
  • 24 funds opened new FIVE9 positions in Q4 2017 and 16 closed out, a net change of +8 holders.
  • The largest FIVE9 buyer in Q4 2017 was Fidelity Investments, an estimated $39.1M added.
  • The largest FIVE9 seller in Q4 2017 was Summit Partners Public Asset Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q4 2017.