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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
BA
126
Boston Advisors
Massachusetts
$2.01M +$703K +12,493 +50%
MSL
127
Mackay Shields LLC
New York
$1.99M +$242K +4,300 +13%
Comerica Bank
128
Comerica Bank
Texas
$1.96M +$55.6K +989 +3%
DIA
129
Dana Investment Advisors
Wisconsin
$1.89M -$95.6K -1,700 -5%
OAM
130
Oxford Asset Management
United Kingdom
$1.85M +$1.94M +34,423 New
SST
131
S Squared Technology
New York
$1.82M
Legal & General Group
132
Legal & General Group
United Kingdom
$1.82M +$242K +4,311 +15%
Luther King Capital Management (LKCM)
133
Luther King Capital Management (LKCM)
Texas
$1.77M +$1.85M +32,900 New
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.75M -$22.2K -395 -1%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.7M +$96.1K +1,708 +6%
EI
136
EAM Investors
California
$1.63M +$1.71M +30,327 New
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$1.6M +$1.21M +21,537 +260%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$1.6M +$33.7K +600 +2%
EGM
139
Engineers Gate Manager
New York
$1.58M +$1.65M +29,393 New
MCP
140
Mirador Capital Partners
California
$1.44M +$321K +5,712 +27%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$1.42M -$99.2K -1,763 -6%
MIM
142
MetLife Investment Management
New Jersey
$1.4M
PM
143
Precept Management
Texas
$1.34M
FP
144
Foundry Partners
Minnesota
$1.29M +$1.35M +23,976 New
ZIM
145
Zacks Investment Management
Illinois
$1.28M -$95.9K -1,705 -7%
Jane Street
146
Jane Street
New York
$1.22M +$1.28M +22,738 New
LCM
147
Laurion Capital Management
New York
$1.18M +$1.24M +22,005 New
ECM
148
ETrade Capital Management
Virginia
$1.15M +$117K +2,076 +11%
OAM
149
Oppenheimer Asset Management
New York
$1.11M +$43.1K +766 +4%
LSC
150
Lyon Street Capital
California
$1.1M -$496K -8,810 -30%

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.