FIVE9
FIVN
140 hedge funds and large institutions have $744M invested in FIVE9 in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
42% more capital invested
Capital invested by funds: $524M → $744M (+$220M)
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
13% more funds holding
Funds holding: 124 → 140 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$14M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.4M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$10.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$7.48M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$37.5M |
| 2 |
SVGI
Sapphire Ventures (GPE) I
Palo Alto,
California
|
-$12.5M |
| 3 |
JP Morgan Chase
New York
|
-$9.45M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$3.81M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$3.6M |
FIVN Hedge Fund Activity: Q3 2016 in Review
140 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2016, worth a combined $744M — up 42% from $524M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FIVN positions and 14 closed out — a net gain of 16 holders — while 59 added to existing stakes and 40 trimmed.
The largest buyer was Next Century Growth Investors, adding an estimated $14M. The largest seller was Adams Street Partners, cutting an estimated $37.5M.
- 140 institutional investors held FIVE9 (FIVN) as of Q3 2016, up from 124 in Q2 2016.
- Funds reported $744M of FIVE9 stock for Q3 2016, up 42% quarter-over-quarter.
- 30 funds opened new FIVE9 positions in Q3 2016 and 14 closed out, a net change of +16 holders.
- The largest FIVE9 buyer in Q3 2016 was Next Century Growth Investors, an estimated $14M added.
- The largest FIVE9 seller in Q3 2016 was Adams Street Partners, an estimated $37.5M sold.
Based on aggregated 13F filings for Q3 2016.