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162 hedge funds and large institutions have $1.07B invested in FIVE9 in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $511K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $806M → $1.07B (+$264M)

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

7% more funds holding

Funds holding: 151162 (+11)

0.62% more ownership

Funds ownership: 91.71%92.33% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
28
Increased
67
Reduced
57
Closed
15
Calls
$2.02M
Puts
$511K
Net Calls
+$1.5M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$86.9M -$6.84M -334,114 -8%
BlackRock
2
BlackRock
New York
$72.6M +$17.6M +856,849 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71M +$13.7M +670,939 +26%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$52M -$1.96M -95,864 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$45.5M +$2.71M +132,100 +7%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$36.6M +$14.3M +697,949 +69%
WRF
7
Waddell & Reed Financial
Kansas
$28.4M -$170K -8,300 -0.6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$25.9M -$6.1M -298,003 -20%
Allianz Asset Management
9
Allianz Asset Management
Germany
$25.3M -$3.39M -165,532 -12%
Wells Fargo
10
Wells Fargo
California
$25.1M -$4.82M -235,143 -17%
SV
11
Sapphire Ventures
Texas
$21.8M
Millennium Management
12
Millennium Management
New York
$21.7M +$10.4M +509,222 +102%
WRCM
13
Whale Rock Capital Management
Massachusetts
$21.3M +$20.3M +989,592 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$20.6M +$3.21M +156,737 +20%
PC
15
Polar Capital
United Kingdom
$20.4M -$12.7M -619,151 -39%
State Street
16
State Street
Massachusetts
$19.1M +$6M +293,067 +49%
FPC
17
Falcon Point Capital
California
$17.1M -$5.2M -253,724 -24%
SM
18
SCGE Management
California
$15.6M -$8.42M -411,238 -36%
NCGI
19
Next Century Growth Investors
Minnesota
$15.2M +$343K +16,727 +2%
GIP
20
Granite Investment Partners
California
$14.8M +$734K +35,837 +6%
Northern Trust
21
Northern Trust
Illinois
$14.4M +$3.96M +193,100 +40%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$14M +$13.3M +648,582 New
KCM
23
Kornitzer Capital Management
Kansas
$13.6M -$1.37M -67,000 -10%
SIMG
24
Stephens Investment Management Group
Texas
$12.7M -$92.6K -4,520 -0.8%
CCI
25
Columbus Circle Investors
$11.4M +$1.56M +75,951 +17%

FIVN Hedge Fund Activity: Q2 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2017, worth a combined $1.07B — up 33% from $806M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVN positions and 15 closed out — a net gain of 13 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $20.3M. The largest seller was Hood River Capital Management, cutting an estimated $15.8M.

  • 162 institutional investors held FIVE9 (FIVN) as of Q2 2017, up from 151 in Q1 2017.
  • Funds reported $1.07B of FIVE9 stock for Q2 2017, up 33% quarter-over-quarter.
  • 28 funds opened new FIVE9 positions in Q2 2017 and 15 closed out, a net change of +13 holders.
  • The largest FIVE9 buyer in Q2 2017 was Whale Rock Capital Management, an estimated $20.3M added.
  • The largest FIVE9 seller in Q2 2017 was Hood River Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2017.