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FIVE9
FIVN

Overview Fund Activity

183 hedge funds and large institutions have $1.6B invested in FIVE9 in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
4.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
41
Increased
64
Reduced
62
Closed
16
Calls
$5.76M
Puts
$3.6M
Net Calls
+$2.16M
Net Calls Change
+$1.41M

Top Buyers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$22.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$51.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.5M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$33.7M
5
PCM
5
Penn Capital Management
Pennsylvania
$9.81M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$44M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$30.3M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$14.8M
5
CM
5
Castleark Management
Illinois
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$255K +$2.09K +70 +0.8%
USAA
152
United Services Automobile Association
Texas
$239K +$239K +8,034 New
Citigroup
153
Citigroup
New York
$235K +$199K +6,667 +554%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$234K +$234K +7,858 New
KI
155
Koch Industries
Kansas
$227K -$195K -6,526 -46%
SCM
156
Silvant Capital Management
Georgia
$214K +$214K +7,200 New
AB
157
Amalgamated Bank
New York
$213K +$213K +7,135 New
KJHP
158
K.J. Harrison & Partners
Ontario, Canada
$209K +$209K +7,000 New
ECM
159
ETrade Capital Management
Virginia
$208K +$208K +6,995 New
ProShare Advisors
160
ProShare Advisors
Maryland
$203K +$203K +6,811 New
FAM
161
Fortaleza Asset Management
Illinois
$188K – – –
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$181K +$181K +6,200 New
SG Americas Securities
163
SG Americas Securities
New York
$175K +$175K +5,889 New
AIP
164
Ameritas Investment Partners
Nebraska
$136K – – –
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$118K – – –
Group One Trading
166
Group One Trading
Illinois
$99K +$99K +3,319 New
Canada Life
167
Canada Life
Manitoba, Canada
$89K -$129K -4,325 -59%
UBS Group
168
UBS Group
Switzerland
$49K -$138K -4,666 -74%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$47K +$6.72K +228 +17%
MAM
170
Meeder Asset Management
Ohio
$47K +$19.9K +670 +73%
AG
171
Advisor Group
Arizona
$34K +$1.48K +50 +5%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$26K -$2.58K -88 -9%
OC
173
Oakworth Capital
Alabama
$15K – – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$10K – – –
LFA
175
Legacy Financial Advisors
Kentucky
$7K +$7K +259 New
4 5 6
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