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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
PMFA
201
Plante Moran Financial Advisors
Michigan
$4K
ASN
202
Advisory Services Network
Georgia
$4K +$939 +29 +40%
FGAM
203
Financial Gravity Asset Management
Texas
$3K +$2.43K +75 New
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
FIA
205
FNY Investment Advisers
New York
$2K +$2.72K +84 New
WC
206
Whitney & Co
New York
$1K
PHK
207
Point72 Hong Kong
Hong Kong
$1K +$615 +19 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$691 +$647 +20 New
FA
209
Friess Associates
Delaware
-$12.2M -408,057 Closed
NCGI
210
Next Century Growth Investors
Minnesota
-$11.7M -392,680 Closed
BIM
211
Bogle Investment Management
Massachusetts
-$4.08M -136,901 Closed
CM
212
Castleark Management
Illinois
-$1.86M -62,407 Closed
Arrowstreet Capital
213
Arrowstreet Capital
Massachusetts
-$1.41M -47,198 Closed
SCA
214
Secor Capital Advisors
New York
-$1.37M -45,950 Closed
QC
215
Quadrature Capital
United Kingdom
-$494K -16,587 Closed
ARTA
216
A.R.T. Advisors
New York
-$479K -16,093 Closed
BFS
217
Bradley Foster & Sargent
Connecticut
-$449K -15,070 Closed
OAC
218
OMERS Administration Corp
Ontario, Canada
-$408K -13,700 Closed
DZ Bank
219
DZ Bank
Germany
-$360K -12,100 Closed
DTL
220
Dynamic Technology Lab
Singapore
-$330K -11,071 Closed
KI
221
Koch Industries
Kansas
-$227K -7,610 Closed
KJHP
222
K.J. Harrison & Partners
Ontario, Canada
-$209K -7,000 Closed

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.