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FIVE9
FIVN

Overview Fund Activity

150 hedge funds and large institutions have $685M invested in FIVE9 in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
3.76%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.23%
New
35
Increased
50
Reduced
52
Closed
22
Calls
$1.25M
Puts
$3.84M
Net Calls
-$2.59M
Net Calls Change
-$4.99M

Top Buyers

1
FPC
1
Falcon Point Capital
California
$15.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$8.87M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$14.6M
5
KCM
5
Kennedy Capital Management
Missouri
$5.88M

Top Sellers

1
ASP
1
Adams Street Partners
Illinois
$25.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$25.6M
3
CCM
3
Coe Capital Management
Illinois
$734K
4
EI
4
EAM Investors
California
$858K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILH
151
Dai-ichi Life Holdings
Japan
– -$2.54M -162,093 Closed
ICRM
152
Insight Capital Research & Management
California
– -$1.81M -115,322 Closed
Arrowstreet Capital
153
Arrowstreet Capital
Massachusetts
– -$914K -58,271 Closed
CEP
154
Chicago Equity Partners
Illinois
– -$605K -38,580 Closed
EGM
155
Engineers Gate Manager
New York
– -$600K -38,268 Closed
MC
156
Menta Capital
California
– -$576K -36,718 Closed
IA
157
IFP Advisors
Florida
– -$547K -34,892 Closed
EMG
158
Ellington Management Group
Connecticut
– -$495K -31,600 Closed
UFF
159
USA Financial Formulas
Michigan
– -$454K -28,946 Closed
TI
160
Turner Investments
Pennsylvania
– -$392K -25,000 Closed
Jane Street
161
Jane Street
New York
– -$371K -23,629 Closed
PAM
162
Princeton Alpha Management
New Jersey
– -$357K -22,750 Closed
BG
163
Bollard Group
Massachusetts
– -$335K -21,339 Closed
LSC
164
Lyon Street Capital
California
– -$246K -15,700 Closed
Los Angeles Capital Management
165
Los Angeles Capital Management
California
– -$218K -13,875 Closed
AG
166
Algert Global
California
– -$190K -12,117 Closed
FAM
167
Fortaleza Asset Management
Illinois
– -$119K -7,610 Closed
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
– -$20K -1,283 Closed
CCS
169
Crosspoint Capital Strategies
California
– -$14K -889 Closed
Creative Planning
170
Creative Planning
Kansas
– -$8K -500 Closed
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
– -$7K -451 Closed
GT
172
Glenmede Trust
Pennsylvania
– -$1K -93 Closed
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