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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
NIT
176
NumerixS Investment Technologies
British Columbia, Canada
$130K -$77.7K -2,400 -39%
AG
177
Advisor Group
Arizona
$124K +$78.9K +2,437 +212%
MYIA
178
Mount Yale Investment Advisors
Colorado
$110K +$103K +3,191 New
Group One Trading
179
Group One Trading
Illinois
$93K -$20.3K -626 -19%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$82.7K -$177K -5,465 -70%
QT
181
Quantbot Technologies
New York
$49K -$492K -15,190 -91%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$47K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$47K +$43.8K +1,354 New
MAM
184
Meeder Asset Management
Ohio
$44.4K -$9.65K -298 -19%
PCG
185
Private Capital Group
Connecticut
$44K +$41.5K +1,283 New
HNB
186
Huntington National Bank
Ohio
$44K +$41.6K +1,284 New
SFM
187
Signet Financial Management
New Jersey
$35K +$32.4K +1,000 New
PIA
188
Piedmont Investment Advisors
North Carolina
$34K +$31.9K +985 New
YWP
189
YorkBridge Wealth Partners
New York
$27K +$25.2K +777 New
PC
190
Polar Capital
United Kingdom
$25.5K -$8.12M -250,768 -25%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$25K +$13.1K +404 +125%
OC
192
Oakworth Capital
Alabama
$18K
PCM
193
Prelude Capital Management
New York
$12K +$11K +340 New
CTC
194
Central Trust Company
Missouri
$9K +$8.09K +250 New
VFA
195
Valeo Financial Advisors
Indiana
$8K
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$8K +$7.9K +244 New
LFA
197
Legacy Financial Advisors
Kentucky
$7K -$1.98K -61 -24%
KTC
198
Kistler-Tiffany Companies
Pennsylvania
$6K
IA
199
IFP Advisors
Florida
$6K +$5.37K +166 New
PG
200
Patten Group
Tennessee
$5K +$4.73K +146 New

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.