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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

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 151159 (+8)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.2M)

2% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 57

0.03% more ownership

Funds ownership: 94.42%94.45% (+0.03%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
151
Santori & Peters Inc
Pennsylvania
$7K +$7.05K +286 New
VCM
152
Vigilant Capital Management
Maine
$5K +$4.93K +200 New
CG
153
Cutler Group
California
$4K +$4.76K +193 New
MA
154
MUFG Americas
New York
$3K -$5.11K -207 -67%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$2.29K +$2.27K +92 New
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$2K
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
SPPAM
158
Summit Partners Public Asset Management
Massachusetts
-$9.8M -410,000 Closed
GGPE
159
Golden Gate Private Equity
California
-$5.24M -219,346 Closed
Point72 Asset Management
160
Point72 Asset Management
Connecticut
-$4.65M -194,400 Closed
DILIC
161
Dai-ichi Life Insurance Company
Japan
-$1.97M -82,246 Closed
MWNA
162
Marshall Wace North America
New York
-$1.81M -75,371 Closed
LCG
163
Lisanti Capital Growth
New York
-$1.75M -73,203 Closed
NFA
164
Nationwide Fund Advisors
Ohio
-$1.59M -66,497 Closed
PCR
165
Potrero Capital Research
California
-$1.52M -63,690 Closed
AR
166
Advisory Research
Illinois
-$1.16M -48,375 Closed
SPM
167
Symmetry Peak Management
Pennsylvania
-$1.07M -44,600 Closed
Asset Management One
168
Asset Management One
Japan
-$834K -35,482 Closed
PP
169
Paloma Partners
Connecticut
-$317K -13,270 Closed
TRCT
170
Tower Research Capital (TRC)
New York
-$118K -4,953 Closed
PCM
171
Prelude Capital Management
New York
-$42K -1,756 Closed
GT
172
Glenmede Trust
Pennsylvania
-$2K -95 Closed
US Bancorp
173
US Bancorp
Minnesota
-$1K -27 Closed
PHK
174
Point72 Hong Kong
Hong Kong
-$641 -26 -76%
WAM
175
Wealthspire Advisors (Maryland)
Maryland
+$247 +10 New

FIVN Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2017, worth a combined $1.31B — up 5.1% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FIVN positions and 16 closed out — a net gain of 8 holders — while 58 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $9.8M sold.

  • 159 institutional investors held FIVE9 (FIVN) as of Q4 2017, up from 151 in Q3 2017.
  • Funds reported $1.31B of FIVE9 stock for Q4 2017, up 5.1% quarter-over-quarter.
  • 24 funds opened new FIVE9 positions in Q4 2017 and 16 closed out, a net change of +8 holders.
  • The largest FIVE9 buyer in Q4 2017 was Fidelity Investments, an estimated $39.1M added.
  • The largest FIVE9 seller in Q4 2017 was Summit Partners Public Asset Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q4 2017.