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FIVE9
FIVN

42 hedge funds and large institutions have $87.4M invested in FIVE9 in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

5% less funds holding

Funds holding: 44 → 42 (-2)

7% less capital invested

Capital invested by funds: $94.1M → $87.4M (-$6.64M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.75M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08M
3
MSA
Mason Street Advisors
Wisconsin
+$563K
4
Northern Trust
Northern Trust
Illinois
+$560K
5
PCM
Prelude Capital Management
New York
+$519K

Top Sellers

Rank Fund Capital Flow
1
PRCM
Pine River Capital Management
Minnesota
-$1.23M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$893K
3
Morgan Stanley
Morgan Stanley
New York
-$850K
4
CWAM
Columbia Wanger Asset Management
Illinois
-$410K
5
JP Morgan Chase
JP Morgan Chase
New York
-$384K

FIVN Hedge Fund Activity: Q3 2014 in Review

42 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2014, worth a combined $87.4M — down 7.1% from $94.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FIVN and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Wellington Management Group, adding an estimated $2.75M. The largest seller was Pine River Capital Management, cutting an estimated $1.23M.

  • 42 institutional investors held FIVE9 (FIVN) as of Q3 2014, down from 44 in Q2 2014.
  • Funds reported $87.4M of FIVE9 stock for Q3 2014, down 7.1% quarter-over-quarter.
  • 6 funds opened new FIVE9 positions in Q3 2014 and 8 closed out, a net change of -2 holders.
  • The largest FIVE9 buyer in Q3 2014 was Wellington Management Group, an estimated $2.75M added.
  • The largest FIVE9 seller in Q3 2014 was Pine River Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2014.