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FIVE9
FIVN

Overview Fund Activity

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
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$60.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$19.6M
4
RI
Redwood Investments
Massachusetts
$14.7M
5
TCG
Tremblant Capital Group
Florida
$28.1M

Top Sellers

1
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$29M
3
DCM
Driehaus Capital Management
Illinois
$12.6M
4
CS
Credit Suisse
Switzerland
$1.55M
5
Allianz Asset Management
Allianz Asset Management
Germany
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
126
Invictus RG
Bermuda
$267K +$267K +10,715 New
IP
127
Intellectus Partners
California
$248K -$248K -9,980 -50%
Squarepoint
128
Squarepoint
New York
$245K +$245K +9,833 New
Barclays
129
Barclays
United Kingdom
$237K +$152K +6,109 +178%
QT
130
Quantbot Technologies
New York
$213K +$213K +8,599 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$211K -$8.57K -345 -4%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$202K -$348 -14 -0.2%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$202K +$202K +8,106 New
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$202K +$202K +8,135 New
XK
135
Xact Kapitalforvaltning
Sweden
$201K +$201K +8,095 New
Canada Life
136
Canada Life
Manitoba, Canada
$182K +$105K +4,213 +136%
VFA
137
Virtus Fund Advisers
Connecticut
$181K -$15.4K -617 -8%
UBS Group
138
UBS Group
Switzerland
$157K +$7.62K +307 +5%
FAM
139
Fortaleza Asset Management
Illinois
$157K +$157K +6,295 New
AIP
140
Ameritas Investment Partners
Nebraska
$114K – – –
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$99K +$21.3K +854 +27%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$34K – – –
AIM
143
Arcadia Investment Management
Michigan
$30K – – –
Citigroup
144
Citigroup
New York
$30K +$7.26K +291 +32%
AG
145
Advisor Group
Arizona
$27K +$24.6K +1,000 +1,010%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$24K – – –
MAM
147
Meeder Asset Management
Ohio
$23K +$14.2K +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 – – –
3 4 5
6
7