We are live on ! Find out more

209 hedge funds and large institutions have $1.92B invested in FIVE9 in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $11M | Put options by funds: $1.96M

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $1.6B → $1.92B (+$318M)

14% more funds holding

Funds holding: 183209 (+26)

2.77% more ownership

Funds ownership: 94.9%97.67% (+2.8%)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
209
Holders Change
+26
Holders Change %
+14.21%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
41
Increased
74
Reduced
75
Closed
14
Calls
$11M
Puts
$1.96M
Net Calls
+$9.06M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$184M +$36.4M +1,122,963 +27%
BlackRock
2
BlackRock
New York
$141M +$13.1M +406,173 +11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$125M -$35.1M -1,083,058 -23%
Renaissance Technologies
4
Renaissance Technologies
New York
$86.8M -$1.77M -54,800 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$75.4M -$21.3M -656,435 -23%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$62.6M +$33.7M +1,041,000 +135%
WRF
7
Waddell & Reed Financial
Kansas
$57.1M -$1.53M -47,270 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$53.6M -$5.44M -167,953 -10%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$46M -$4.82M -148,877 -10%
State Street
10
State Street
Massachusetts
$36.8M +$2.27M +70,228 +7%
Goldman Sachs
11
Goldman Sachs
New York
$36.6M +$25.2M +777,349 +275%
TCG
12
Tremblant Capital Group
Florida
$36.2M -$5.39M -166,550 -14%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$35.8M -$3.1M -95,824 -8%
EAM
14
Eventide Asset Management
Massachusetts
$30.9M
Wells Fargo
15
Wells Fargo
California
$30.2M -$4.96M -153,300 -15%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$28.6M -$6.2M -191,446 -19%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$26.9M +$286K +8,819 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.7M -$4.97M -153,573 -17%
Northern Trust
19
Northern Trust
Illinois
$26.6M +$1.8M +55,501 +8%
ClearBridge Investments
20
ClearBridge Investments
New York
$26.1M +$24.5M +755,440 New
SCH
21
Sylebra Capital (HK)
Hong Kong
$24.4M +$22.8M +704,783 New
Deutsche Bank
22
Deutsche Bank
Germany
$24.1M +$1.98M +61,016 +10%
TA
23
Teachers Advisors
New York
$23.8M +$14.3M +443,123 +180%
CCI
24
Columbus Circle Investors
$23.3M +$2.68M +82,824 +14%
GIP
25
Granite Investment Partners
California
$22.9M +$95.8K +2,958 +0.4%

FIVN Hedge Fund Activity: Q2 2018 in Review

209 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2018, worth a combined $1.92B — up 20% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FIVN positions and 14 closed out — a net gain of 27 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $35.1M.

  • 209 institutional investors held FIVE9 (FIVN) as of Q2 2018, up from 183 in Q1 2018.
  • Funds reported $1.92B of FIVE9 stock for Q2 2018, up 20% quarter-over-quarter.
  • 41 funds opened new FIVE9 positions in Q2 2018 and 14 closed out, a net change of +27 holders.
  • The largest FIVE9 buyer in Q2 2018 was Vanguard Group, an estimated $36.4M added.
  • The largest FIVE9 seller in Q2 2018 was T. Rowe Price Associates, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2018.