FIVE9
FIVN
63 hedge funds and large institutions have $145M invested in FIVE9 in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
78% more capital invested
Capital invested by funds: $81.7M → $145M (+$63.6M)
17% more funds holding
Funds holding: 54 → 63 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.96M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 4 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
+$1.35M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$9.57M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$5.22M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.93M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$1.56M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$1.54M |
FIVN Hedge Fund Activity: Q1 2015 in Review
63 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2015, worth a combined $145M — up 78% from $81.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FIVN positions and 7 closed out — a net gain of 9 holders — while 23 added to existing stakes and 10 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $8.96M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $9.57M sold.
- 63 institutional investors held FIVE9 (FIVN) as of Q1 2015, up from 54 in Q4 2014.
- Funds reported $145M of FIVE9 stock for Q1 2015, up 78% quarter-over-quarter.
- 16 funds opened new FIVE9 positions in Q1 2015 and 7 closed out, a net change of +9 holders.
- The largest FIVE9 buyer in Q1 2015 was T. Rowe Price Associates, an estimated $8.96M added.
- The largest FIVE9 seller in Q1 2015 was Columbia Wanger Asset Management, an estimated $9.57M sold.
Based on aggregated 13F filings for Q1 2015.