226 hedge funds and large institutions have $2.61B invested in FIVE9 in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
5.04%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.36%
New
38
Increased
74
Reduced
89
Closed
42
Calls
$5.79M
Puts
$7.87M
Net Calls
-$2.08M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
201
Tyers Asset Management
Texas
$25K +$25K +560 New
YWP
202
YorkBridge Wealth Partners
New York
$23K
VFA
203
Valeo Financial Advisors
Indiana
$19K
NA
204
Neuburgh Advisers
California
$19K +$19K +440 New
PCM
205
Prelude Capital Management
New York
$14K -$13.2K -300 -49%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$14K
MCIM
207
Meadow Creek Investment Management
Georgia
$14K +$14K +320 New
LC
208
Lindbrook Capital
California
$14K +$14K +330 New
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$10K
LFA
210
Legacy Financial Advisors
Kentucky
$9K
CTC
211
Central Trust Company
Missouri
$8K -$1.33K -30 -14%
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$8K +$8K +185 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$7K
CFGS
214
Concourse Financial Group Securities
Alabama
$6K -$974 -25 -14%
PMFA
215
Plante Moran Financial Advisors
Michigan
$5K
IA
216
IFP Advisors
Florida
$5K
MNBTD
217
Moody National Bank Trust Division
Texas
$5K +$5K +109 New
FGC
218
Financial Gravity Companies
Texas
$4K +$4K +75 New
GWMIA
219
Global Wealth Management Investment Advisory
Florida
$4K +$4K +100 New
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
MIM
221
Macroview Investment Management
Maryland
$3K +$3K +76 New
CIAS
222
Capital Investment Advisory Services
North Carolina
$2K +$2K +50 New
TRCT
223
Tower Research Capital (TRC)
New York
$1K -$5.11K -97 -84%
ASN
224
Advisory Services Network
Georgia
$1K
SFSIG
225
San Francisco Sentry Investment Group
California
$1K +$1K +16 New