FIVE9
FIVN
81 hedge funds and large institutions have $271M invested in FIVE9 in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.
183% more capital invested
Capital invested by funds: $96M → $271M (+$175M)
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more funds holding
Funds holding: 68 → 81 (+13)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $870K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
Wafra Inc
New York
|
+$8.59M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$3.72M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$2.51M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$1.93M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$3.76M |
| 2 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
-$1.44M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.42M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.14M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.12M |
FIVN Hedge Fund Activity: Q4 2015 in Review
81 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2015, worth a combined $271M — up 183% from $96M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FIVN positions and 8 closed out — a net gain of 13 holders — while 33 added to existing stakes and 18 trimmed.
The largest buyer was Wafra Inc, opening a new position worth an estimated $8.59M. The largest seller was Portolan Capital Management, cutting an estimated $3.76M.
- 81 institutional investors held FIVE9 (FIVN) as of Q4 2015, up from 68 in Q3 2015.
- Funds reported $271M of FIVE9 stock for Q4 2015, up 183% quarter-over-quarter.
- 21 funds opened new FIVE9 positions in Q4 2015 and 8 closed out, a net change of +13 holders.
- The largest FIVE9 buyer in Q4 2015 was Wafra Inc, an estimated $8.59M added.
- The largest FIVE9 seller in Q4 2015 was Portolan Capital Management, an estimated $3.76M sold.
Based on aggregated 13F filings for Q4 2015.