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291 hedge funds and large institutions have $4.05B invested in FIVE9 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

20% more capital invested

Capital invested by funds: $3.36B → $4.05B (+$681M)

11% more funds holding

Funds holding: 262291 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2.2% less ownership

Funds ownership: 103.25%101.04% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
5.73%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
53
Increased
87
Reduced
112
Closed
16
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
201
Squarepoint
New York
$553K -$411K -6,721 -44%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$544K -$23K -376 -4%
GT
203
Glenmede Trust
Pennsylvania
$544K +$64K +1,046 +14%
ProShare Advisors
204
ProShare Advisors
Maryland
$532K +$79.2K +1,295 +19%
RJA
205
Raymond James & Associates
Florida
$526K +$77.8K +1,272 +19%
P
206
Pitcairn
Pennsylvania
$500K +$76.1K +1,244 +19%
CAG
207
Csenge Advisory Group
Florida
$491K +$33.1K +541 +8%
SO
208
STRS Ohio
Ohio
$478K +$36.7K +600 +9%
NSEDCP
209
NJ State Employees Deferred Compensation Plan
New Jersey
$459K
VFA
210
Values First Advisors
Tennessee
$442K +$413K +6,744 New
Canada Life
211
Canada Life
Manitoba, Canada
$440K +$413K +6,751 New
AI
212
Atria Investments
North Carolina
$427K +$30.8K +503 +8%
QC
213
Quadrature Capital
United Kingdom
$422K -$2.1M -34,342 -84%
Ensign Peak Advisors
214
Ensign Peak Advisors
Utah
$407K +$380K +6,209 New
HS
215
Haafor (Singapore)
Singapore
$404K +$377K +6,162 New
BC
216
Brinker Capital
Pennsylvania
$403K +$39.4K +644 +12%
Principal Financial Group
217
Principal Financial Group
Iowa
$391K -$3.21M -52,435 -90%
CIP
218
Cornerstone Investment Partners
Georgia
$370K +$346K +5,649 New
FRM
219
Fox Run Management
Connecticut
$364K +$340K +5,556 New
SHGA
220
Sand Hill Global Advisors
California
$345K
AIP
221
Ameritas Investment Partners
Nebraska
$342K +$13.3K +217 +4%
CWM
222
Concentric Wealth Management
California
$312K
CAM
223
Cresset Asset Management
Illinois
$311K -$19.5K -319 -6%
GCP
224
GSA Capital Partners
United Kingdom
$309K +$288K +4,706 New
Sumitomo Mitsui Trust Group
225
Sumitomo Mitsui Trust Group
Japan
$306K +$285K +4,661 New

FIVN Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2019, worth a combined $4.05B — up 20% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 16 closed out — a net gain of 37 holders — while 87 added to existing stakes and 112 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $49.7M. The largest seller was Valinor Management, exiting entirely with an estimated $36.3M sold.

  • 291 institutional investors held FIVE9 (FIVN) as of Q4 2019, up from 262 in Q3 2019.
  • Funds reported $4.05B of FIVE9 stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q4 2019 and 16 closed out, a net change of +37 holders.
  • The largest FIVE9 buyer in Q4 2019 was 1832 Asset Management, an estimated $49.7M added.
  • The largest FIVE9 seller in Q4 2019 was Valinor Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2019.