FIVE9
FIVN
151 hedge funds and large institutions have $806M invested in FIVE9 in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 20 closing their positions.
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
18% more capital invested
Capital invested by funds: $684M → $806M (+$122M)
1% more funds holding
Funds holding: 149 → 151 (+2)
4% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $2.77M
0.75% more ownership
Funds ownership: 90.96% → 91.71% (+0.75%)
6% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 54
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$41.2M |
| 2 |
SM
SCGE Management
Menlo Park,
California
|
+$18.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.7M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$11.7M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$25.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$15M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$14.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$10.9M |
FIVN Hedge Fund Activity: Q1 2017 in Review
151 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2017, worth a combined $806M — up 18% from $684M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FIVN positions and 20 closed out — a net gain of 9 holders — while 51 added to existing stakes and 54 trimmed.
The largest buyer was BlackRock, adding an estimated $41.2M. The largest seller was Adams Street Partners, exiting entirely with an estimated $25.1M sold.
- 151 institutional investors held FIVE9 (FIVN) as of Q1 2017, up from 149 in Q4 2016.
- Funds reported $806M of FIVE9 stock for Q1 2017, up 18% quarter-over-quarter.
- 29 funds opened new FIVE9 positions in Q1 2017 and 20 closed out, a net change of +9 holders.
- The largest FIVE9 buyer in Q1 2017 was BlackRock, an estimated $41.2M added.
- The largest FIVE9 seller in Q1 2017 was Adams Street Partners, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2017.