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159 hedge funds and large institutions have $1.31B invested in FIVE9 in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

5% more funds holding

Funds holding: 151159 (+8)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.2M)

2% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 57

0.03% more ownership

Funds ownership: 94.42%94.45% (+0.03%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
24
Increased
58
Reduced
57
Closed
16
Calls
$747K
Puts
Net Calls
+$747K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$119M +$404K +16,362 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$6.34M +257,111 +7%
BlackRock
3
BlackRock
New York
$92.6M +$1.74M +70,510 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$60.8M +$39.1M +1,585,002 +185%
Renaissance Technologies
5
Renaissance Technologies
New York
$59.4M +$1.92M +77,800 +3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$51.7M -$4.26M -172,637 -8%
WRF
7
Waddell & Reed Financial
Kansas
$42.1M -$441K -17,890 -1%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$34.2M -$4.53M -183,645 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$31.5M +$722K +29,289 +2%
Wells Fargo
10
Wells Fargo
California
$29M -$9.02M -365,957 -24%
TCG
11
Tremblant Capital Group
Florida
$28.1M +$7.7M +312,240 +38%
PC
12
Polar Capital
United Kingdom
$26.1M -$3.43M -138,926 -12%
State Street
13
State Street
Massachusetts
$24.5M +$1.35M +54,656 +6%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$20M +$261K +10,580 +1%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$19.9M +$3.73M +151,255 +23%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$19.6M +$12.6M +511,845 +186%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.1M +$18.7M +759,612 +10,128%
Allianz Asset Management
18
Allianz Asset Management
Germany
$18.2M -$6.77M -274,672 -27%
Northern Trust
19
Northern Trust
Illinois
$17.4M +$73.3K +2,972 +0.4%
SIMG
20
Stephens Investment Management Group
Texas
$17.1M -$559K -22,679 -3%
GIP
21
Granite Investment Partners
California
$16.8M -$1.44M -58,561 -8%
Millennium Management
22
Millennium Management
New York
$16.1M +$5.12M +207,556 +47%
FPC
23
Falcon Point Capital
California
$15.2M -$3.59M -145,687 -19%
RI
24
Redwood Investments
Massachusetts
$14.7M +$8.63M +349,883 +145%
EAM
25
Eventide Asset Management
Massachusetts
$14.3M

FIVN Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2017, worth a combined $1.31B — up 5.1% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FIVN positions and 16 closed out — a net gain of 8 holders — while 58 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $9.8M sold.

  • 159 institutional investors held FIVE9 (FIVN) as of Q4 2017, up from 151 in Q3 2017.
  • Funds reported $1.31B of FIVE9 stock for Q4 2017, up 5.1% quarter-over-quarter.
  • 24 funds opened new FIVE9 positions in Q4 2017 and 16 closed out, a net change of +8 holders.
  • The largest FIVE9 buyer in Q4 2017 was Fidelity Investments, an estimated $39.1M added.
  • The largest FIVE9 seller in Q4 2017 was Summit Partners Public Asset Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q4 2017.