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262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 249262 (+13)

4% more capital invested

Capital invested by funds: $3.22B → $3.36B (+$144M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.97% less ownership

Funds ownership: 105.21%103.25% (-2%)

14% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
176
Amalgamated Bank
New York
$560K -$7.14K -127 -1%
SLF
177
Sun Life Financial
Ontario, Canada
$550K +$3.26K +58 +0.6%
Victory Capital Management
178
Victory Capital Management
Texas
$543K +$568K +10,101 New
IB
179
Intrust Bank
Kansas
$540K -$26.8K -476 -5%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$516K +$77.5K +1,378 +17%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$507K +$6.08K +108 +1%
CA
182
Capital Advantage
California
$493K +$516K +9,180 New
SCM
183
Silvant Capital Management
Georgia
$489K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$466K -$34.4K -611 -7%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$463K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$460K +$3.21K +57 +0.7%
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$428K +$161K +2,866 +56%
AAP
188
Ardsley Advisory Partners
Connecticut
$403K -$84.4K -1,500 -17%
Prudential Financial
189
Prudential Financial
New Jersey
$402K -$108K -1,919 -20%
NSEDCP
190
NJ State Employees Deferred Compensation Plan
New Jersey
$376K
CAG
191
Csenge Advisory Group
Florida
$373K -$41.7K -742 -10%
LI
192
Leap Investments
Illinois
$371K +$388K +6,904 New
ProShare Advisors
193
ProShare Advisors
Maryland
$366K +$41.3K +735 +12%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$366K +$384K +6,824 New
RJA
195
Raymond James & Associates
Florida
$362K -$42.5K -755 -10%
SO
196
STRS Ohio
Ohio
$360K +$73.1K +1,300 +24%
P
197
Pitcairn
Pennsylvania
$344K -$1.24K -22 -0.3%
TSS
198
Two Sigma Securities
New York
$344K +$360K +6,400 New
VF
199
Virtu Financial
New York
$334K +$103K +1,832 +42%
EMG
200
Ellington Management Group
Connecticut
$333K +$349K +6,200 New

FIVN Hedge Fund Activity: Q3 2019 in Review

262 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2019, worth a combined $3.36B — up 4.5% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIVN positions and 30 closed out — a net gain of 15 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.8M.

  • 262 institutional investors held FIVE9 (FIVN) as of Q3 2019, up from 249 in Q2 2019.
  • Funds reported $3.36B of FIVE9 stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 45 funds opened new FIVE9 positions in Q3 2019 and 30 closed out, a net change of +15 holders.
  • The largest FIVE9 buyer in Q3 2019 was Whale Rock Capital Management, an estimated $59.2M added.
  • The largest FIVE9 seller in Q3 2019 was Lord, Abbett & Co, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.