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FIVE9
FIVN

Overview Fund Activity

233 hedge funds and large institutions have $2.53B invested in FIVE9 in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+24
Holders Change %
+11.48%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
48
Increased
72
Reduced
93
Closed
23
Calls
$21.9M
Puts
$6.39M
Net Calls
+$15.6M
Net Calls Change
+$6.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$277M
2
SCH
2
Sylebra Capital (HK)
Hong Kong
$64M
3
WA
3
Wasatch Advisors
Utah
$39M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$87.4M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$16.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$127M
2
GCP
2
Garelick Capital Partners
Massachusetts
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$6.3M
4
MWNA
4
Marshall Wace North America
New York
$1.73M
5
WRF
5
Waddell & Reed Financial
Kansas
$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$69K +$69K +1,600 New
MUS
202
Mitsubishi UFJ Securities
Japan
$67K +$67K +1,540 New
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$61K +$2K +46 +3%
DWA
204
Dorsey Wright & Associates
California
$43K +$43K +985 New
SWP
205
Stratos Wealth Partners
Ohio
$39K +$39K +900 New
HNB
206
Huntington National Bank
Ohio
$36K -$19.7K -454 -35%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$31K -$476 -11 -2%
US Bancorp
208
US Bancorp
Minnesota
$29K +$29K +669 New
PCM
209
Prelude Capital Management
New York
$27K +$12.1K +278 +82%
OIA
210
Optimum Investment Advisors
Illinois
$26K +$26K +600 New
YWP
211
YorkBridge Wealth Partners
New York
$22K -$11K -259 -33%
OC
212
Oakworth Capital
Alabama
$22K – – –
SIC
213
Salem Investment Counselors
North Carolina
$22K +$22K +500 New
VFA
214
Valeo Financial Advisors
Indiana
$17K +$10.1K +265 +147%
TDC
215
Thompson Davis & Co
Virginia
$16K +$16K +375 New
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$14K +$14K +310 New
PCG
217
Private Capital Group
Connecticut
$12K -$40.7K -991 -77%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$10K +$2.59K +62 +35%
WSTAM
219
Wilbanks Smith & Thomas Asset Management
Virginia
$10K +$10K +234 New
CTC
220
Central Trust Company
Missouri
$9K -$1.71K -40 -16%
LFA
221
Legacy Financial Advisors
Kentucky
$8K – – –
CFGS
222
Concourse Financial Group Securities
Alabama
$8K +$8K +179 New
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$7K -$3.05K -74 -30%
PG
224
Patten Group
Tennessee
$6K – – –
IA
225
IFP Advisors
Florida
$5K -$2.16K -50 -30%
7 8
9
10 11