FIVE9
FIVN
124 hedge funds and large institutions have $524M invested in FIVE9 in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 17 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 21
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
70% more capital invested
Capital invested by funds: $308M → $524M (+$217M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
23% more funds holding
Funds holding: 101 → 124 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$14.1M |
| 2 |
PC
Polar Capital
London,
United Kingdom
|
+$12.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$12M |
| 4 |
JP Morgan Chase
New York
|
+$7.09M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SQN Investors
Menlo Park,
California
|
-$9.12M |
| 2 |
WI
Wafra Inc
New York
|
-$4.79M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.19M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.7M |
| 5 |
SST
S Squared Technology
New York
|
-$978K |
FIVN Hedge Fund Activity: Q2 2016 in Review
124 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2016, worth a combined $524M — up 70% from $308M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FIVN positions and 17 closed out — a net gain of 24 holders — while 53 added to existing stakes and 21 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $14.1M. The largest seller was SQN Investors, exiting entirely with an estimated $9.12M sold.
- 124 institutional investors held FIVE9 (FIVN) as of Q2 2016, up from 101 in Q1 2016.
- Funds reported $524M of FIVE9 stock for Q2 2016, up 70% quarter-over-quarter.
- 41 funds opened new FIVE9 positions in Q2 2016 and 17 closed out, a net change of +24 holders.
- The largest FIVE9 buyer in Q2 2016 was Lord, Abbett & Co, an estimated $14.1M added.
- The largest FIVE9 seller in Q2 2016 was SQN Investors, an estimated $9.12M sold.
Based on aggregated 13F filings for Q2 2016.