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249 hedge funds and large institutions have $3.22B invested in FIVE9 in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $7.99M

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

3.17% more ownership

Funds ownership: 102.05%105.21% (+3.2%)

1% more capital invested

Capital invested by funds: $3.19B → $3.22B (+$26.1M)

7% less funds holding

Funds holding: 268249 (-19)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
33
Increased
99
Reduced
83
Closed
49
Calls
$17.1M
Puts
$7.99M
Net Calls
+$9.09M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
201
Kessler Investment Group
Indiana
$205K -$46.9K -925 -19%
PCM
202
Prelude Capital Management
New York
$205K +$176K +3,473 +659%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$191K +$134K +2,649 +246%
SI
204
Stephens Inc
Arkansas
$190K +$22.7K +448 +14%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$168K
PI
206
PEAK6 Investments
Illinois
$162K +$160K +3,160 New
Federated Hermes
207
Federated Hermes
Pennsylvania
$153K -$18.6M -366,558 -99%
TAM
208
Tiverton Asset Management
Delaware
$111K
SG Americas Securities
209
SG Americas Securities
New York
$108K -$289K -5,703 -73%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$84.5K -$2.74K -54 -3%
CG
211
Cutler Group
California
$76K -$124K -2,436 -62%
JIR
212
James Investment Research
Ohio
$70K +$69K +1,360 New
PCG
213
Private Capital Group
Connecticut
$44K +$14.1K +277 +28%
DWA
214
Dorsey Wright & Associates
California
$40K +$10K +197 +33%
NFG
215
Next Financial Group
Texas
$39K +$39.1K +770 New
FCM
216
Flinton Capital Management
Pennsylvania
$37K
TAM
217
Tyers Asset Management
Texas
$30K
CIAS
218
Capital Investment Advisory Services
North Carolina
$27K +$25.6K +504 +1,008%
NA
219
Neuburgh Advisers
California
$24K
OIA
220
Optimum Investment Advisors
Illinois
$23K -$91.4K -1,800 -80%
VFA
221
Valeo Financial Advisors
Indiana
$23K
GWS
222
Glassman Wealth Services
Virginia
$21K
HNB
223
Huntington National Bank
Ohio
$20K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$17K
MCIM
225
Meadow Creek Investment Management
Georgia
$17K

FIVN Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2019, worth a combined $3.22B — up 0.82% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of FIVN and 33 opened new positions — a net loss of 16 holders — while 83 trimmed existing stakes and 99 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $62M. The largest seller was Renaissance Technologies, cutting an estimated $37.3M.

  • 249 institutional investors held FIVE9 (FIVN) as of Q2 2019, down from 268 in Q1 2019.
  • Funds reported $3.22B of FIVE9 stock for Q2 2019, up 0.82% quarter-over-quarter.
  • 33 funds opened new FIVE9 positions in Q2 2019 and 49 closed out, a net change of -16 holders.
  • The largest FIVE9 buyer in Q2 2019 was Contour Asset Management, an estimated $62M added.
  • The largest FIVE9 seller in Q2 2019 was Renaissance Technologies, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2019.