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FIVE9
FIVN

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: 8 → 9 (+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: 162 → 151 (-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

Top Buyers

1
TCG
Tremblant Capital Group
Florida
+$17.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.5M
4
EAM
Eventide Asset Management
Massachusetts
+$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.8M

Top Sellers

1
SV
Sapphire Ventures
Texas
-$21.8M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$21.3M
3
SM
SCGE Management
California
-$15.6M
4
Millennium Management
Millennium Management
New York
-$12.3M
5
BIM
Bogle Investment Management
Massachusetts
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
176
NumerixS Investment Technologies
British Columbia, Canada
– -$43K -2,000 Closed
AIM
177
Acrospire Investment Management
Illinois
– -$28K -1,302 Closed
NFG
178
Next Financial Group
Texas
– -$11K -500 Closed
Creative Planning
179
Creative Planning
Kansas
– -$10K -450 Closed
CCS
180
Crosspoint Capital Strategies
California
– -$7K -305 Closed
WAM
181
Wealthspire Advisors (Maryland)
Maryland
– -$4K -200 Closed
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
– -$2K -95 Closed
4 5 6 7
8

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.