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162 hedge funds and large institutions have $1.07B invested in FIVE9 in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $511K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $806M → $1.07B (+$264M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

7% more funds holding

Funds holding: 151162 (+11)

0.62% more ownership

Funds ownership: 91.71%92.33% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
28
Increased
67
Reduced
57
Closed
15
Calls
$2.02M
Puts
$511K
Net Calls
+$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
151
Independent Portfolio Consultants
Florida
$17K -$205 -10 -1%
GS
152
Gagnon Securities
New York
$11.6K -$210K -10,268 -2%
NFG
153
Next Financial Group
Texas
$11K
OC
154
Oakworth Capital
Alabama
$11K
Creative Planning
155
Creative Planning
Kansas
$10K +$9.22K +450 New
MA
156
MUFG Americas
New York
$7K +$4.06K +198 +180%
CCS
157
Crosspoint Capital Strategies
California
$7K +$6.25K +305 New
MAM
158
Meeder Asset Management
Ohio
$7K +$6.25K +305 New
PHK
159
Point72 Hong Kong
Hong Kong
$6K -$143 -7 -2%
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.1K +200 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$2K +$1.95K +95 New
Walleye Trading
162
Walleye Trading
New York
$44 +$42.1K +2,053 New
KHCM
163
Kettle Hill Capital Management
New York
-$3.14M -191,000 Closed
DILIC
164
Dai-ichi Life Insurance Company
Japan
-$1.39M -84,658 Closed
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
-$833K -50,600 Closed
TI
166
Trexquant Investment
Connecticut
-$816K -49,564 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$892K -43,528 Closed
MC
168
Menta Capital
California
-$469K -28,510 Closed
FRM
169
Fox Run Management
Connecticut
-$433K -26,300 Closed
Jane Street
170
Jane Street
New York
-$324K -19,646 Closed
TRCT
171
Tower Research Capital (TRC)
New York
-$309K -18,795 Closed
PC
172
Pier Capital
Connecticut
-$213K -12,913 Closed
TC
173
TFS Capital
Pennsylvania
-$203K -12,324 Closed
OAM
174
Oxford Asset Management
United Kingdom
-$174K -10,553 Closed
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$166K -10,100 Closed

FIVN Hedge Fund Activity: Q2 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2017, worth a combined $1.07B — up 33% from $806M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVN positions and 15 closed out — a net gain of 13 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Hood River Capital Management, cutting an estimated $15.8M.

  • 162 institutional investors held FIVE9 (FIVN) as of Q2 2017, up from 151 in Q1 2017.
  • Funds reported $1.07B of FIVE9 stock for Q2 2017, up 33% quarter-over-quarter.
  • 28 funds opened new FIVE9 positions in Q2 2017 and 15 closed out, a net change of +13 holders.
  • The largest FIVE9 buyer in Q2 2017 was Whale Rock Capital Management, an estimated $20.3M added.
  • The largest FIVE9 seller in Q2 2017 was Hood River Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.