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151 hedge funds and large institutions have $1.24B invested in FIVE9 in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.31M

16% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$175M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.09% more ownership

Funds ownership: 92.33%94.42% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

7% less funds holding

Funds holding: 162151 (-11)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
22
Increased
58
Reduced
53
Closed
31
Calls
$3.18M
Puts
$1.31M
Net Calls
+$1.87M
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.26K +58 New
SV
152
Sapphire Ventures
Texas
-$21.8M -1,011,286 Closed
WRCM
153
Whale Rock Capital Management
Massachusetts
-$21.3M -989,592 Closed
SM
154
SCGE Management
California
-$15.6M -725,000 Closed
BIM
155
Bogle Investment Management
Massachusetts
-$7.17M -333,443 Closed
ARTA
156
A.R.T. Advisors
New York
-$2.14M -99,401 Closed
SI
157
SQN Investors
California
-$1.96M -90,842 Closed
SCA
158
Secor Capital Advisors
New York
-$853K -39,657 Closed
PMAM
159
Picton Mahoney Asset Management
Ontario, Canada
-$617K -28,700 Closed
Simplex Trading
160
Simplex Trading
Illinois
-$591K -27,236 Closed
DTL
161
Dynamic Technology Lab
Singapore
-$493K -22,908 Closed
UFF
162
USA Financial Formulas
Michigan
-$459K -21,337 Closed
Squarepoint
163
Squarepoint
New York
-$433K -20,100 Closed
QT
164
Quantbot Technologies
New York
-$427K -19,884 Closed
CEP
165
Chicago Equity Partners
Illinois
-$373K -17,325 Closed
Verition Fund Management
166
Verition Fund Management
Connecticut
-$361K -16,775 Closed
QC
167
Quadrature Capital
United Kingdom
-$341K -15,839 Closed
Wolverine Trading
168
Wolverine Trading
Illinois
-$254K -12,036 Closed
RJA
169
Raymond James & Associates
Florida
-$232K -10,790 Closed
Group One Trading
170
Group One Trading
Illinois
-$226K -10,441 Closed
Principal Financial Group
171
Principal Financial Group
Iowa
-$219K -10,162 Closed
CG
172
Cutler Group
California
-$212K -9,774 Closed
Tudor Investment Corp
173
Tudor Investment Corp
Connecticut
-$202K -9,374 Closed
PG
174
PEAK6 Group
Illinois
-$119K -5,527 Closed
Walleye Trading
175
Walleye Trading
New York
-$44.5K -2,053 Closed

FIVN Hedge Fund Activity: Q3 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2017, worth a combined $1.24B — up 16% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FIVN and 22 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 58 added.

The largest buyer was Tremblant Capital Group, opening a new position worth an estimated $17.7M. The largest seller was Sapphire Ventures, exiting entirely with an estimated $21.8M sold.

  • 151 institutional investors held FIVE9 (FIVN) as of Q3 2017, down from 162 in Q2 2017.
  • Funds reported $1.24B of FIVE9 stock for Q3 2017, up 16% quarter-over-quarter.
  • 22 funds opened new FIVE9 positions in Q3 2017 and 31 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q3 2017 was Tremblant Capital Group, an estimated $17.7M added.
  • The largest FIVE9 seller in Q3 2017 was Sapphire Ventures, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2017.