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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 %
VFA
176
Valeo Financial Advisors
Indiana
$5K -$2.86K -103 -36%
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$5K +$2.2K +78 +79%
PMFA
178
Plante Moran Financial Advisors
Michigan
$3K +$3K +106 New
LWCFA
179
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
ASN
180
Advisory Services Network
Georgia
$2K +$2K +73 New
FMA
181
FNY Managed Accounts
New York
$2K +$2K +94 New
WC
182
Whitney & Co
New York
$1K +$1K +30 New
HRCM
183
Hood River Capital Management
Florida
– -$10M -403,820 Closed
HCS
184
Harvest Capital Strategies
California
– -$6.22M -250,000 Closed
JG
185
Jefferies Group
New York
– -$1.62M -65,000 Closed
Neuberger Berman Group
186
Neuberger Berman Group
New York
– -$1.13M -45,500 Closed
PCM
187
Portolan Capital Management
Massachusetts
– -$924K -37,128 Closed
EGM
188
Engineers Gate Manager
New York
– -$911K -36,596 Closed
GCP
189
GSA Capital Partners
United Kingdom
– -$488K -19,598 Closed
Capital Fund Management (CFM)
190
Capital Fund Management (CFM)
France
– -$328K -13,200 Closed
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
– -$202K -8,106 Closed
AIM
192
Arcadia Investment Management
Michigan
– -$30K -1,202 Closed
SPI
193
Santori & Peters Inc
Pennsylvania
– -$7K -286 Closed
VCM
194
Vigilant Capital Management
Maine
– -$5K -200 Closed
CG
195
Cutler Group
California
– -$4K -193 Closed
MA
196
MUFG Americas
New York
– -$3K -101 Closed
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
– -$2.29K -92 Closed
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