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209 hedge funds and large institutions have $1.92B invested in FIVE9 in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $11M | Put options by funds: $1.96M

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $1.6B → $1.92B (+$318M)

14% more funds holding

Funds holding: 183209 (+26)

2.77% more ownership

Funds ownership: 94.9%97.67% (+2.8%)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
209
Holders Change
+26
Holders Change %
+14.21%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
41
Increased
74
Reduced
75
Closed
14
Calls
$11M
Puts
$1.96M
Net Calls
+$9.06M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
151
Xact Kapitalforvaltning
Sweden
$342K
RJA
152
Raymond James & Associates
Florida
$335K +$313K +9,678 New
SCM
153
Silvant Capital Management
Georgia
$326K +$72.4K +2,237 +31%
P
154
Pitcairn
Pennsylvania
$316K +$295K +9,115 New
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$312K +$14.7K +455 +5%
IR
156
Invictus RG
Bermuda
$312K +$15K +462 +5%
Legal & General Group
157
Legal & General Group
United Kingdom
$308K -$33.9K -1,048 -11%
AB
158
Amalgamated Bank
New York
$300K +$50K +1,543 +22%
CC
159
Cipher Capital
New York
$287K +$269K +8,307 New
USAA
160
United Services Automobile Association
Texas
$278K
Capital Fund Management (CFM)
161
Capital Fund Management (CFM)
France
$266K +$249K +7,700 New
ProShare Advisors
162
ProShare Advisors
Maryland
$258K +$21.5K +665 +10%
BC
163
Brinker Capital
Pennsylvania
$253K +$237K +7,307 New
GCP
164
GSA Capital Partners
United Kingdom
$245K +$229K +7,086 New
MCP
165
Mirador Capital Partners
California
$234K +$219K +6,772 New
AI
166
Atria Investments
North Carolina
$214K +$201K +6,198 New
OAM
167
Oppenheimer Asset Management
New York
$214K +$201K +6,201 New
Canada Life
168
Canada Life
Manitoba, Canada
$187K +$78.3K +2,419 +81%
SG Americas Securities
169
SG Americas Securities
New York
$174K -$27.5K -850 -14%
IP
170
Intellectus Partners
California
$173K -$162K -4,990 -50%
Citigroup
171
Citigroup
New York
$171K -$94.5K -2,918 -37%
AIP
172
Ameritas Investment Partners
Nebraska
$158K
FAM
173
Fortaleza Asset Management
Illinois
$150K -$63.3K -1,955 -31%
Barclays
174
Barclays
United Kingdom
$143K -$439K -13,564 -77%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$137K

FIVN Hedge Fund Activity: Q2 2018 in Review

209 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2018, worth a combined $1.92B — up 20% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIVN positions and 14 closed out — a net gain of 27 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $35.1M.

  • 209 institutional investors held FIVE9 (FIVN) as of Q2 2018, up from 183 in Q1 2018.
  • Funds reported $1.92B of FIVE9 stock for Q2 2018, up 20% quarter-over-quarter.
  • 41 funds opened new FIVE9 positions in Q2 2018 and 14 closed out, a net change of +27 holders.
  • The largest FIVE9 buyer in Q2 2018 was Vanguard Group, an estimated $36.4M added.
  • The largest FIVE9 seller in Q2 2018 was T. Rowe Price Associates, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2018.