FIVE9
FIVN
233 hedge funds and large institutions have $2.53B invested in FIVE9 in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 93 reducing their positions, and 23 closing their positions.
244% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $6.38M
109% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 23
32% more capital invested
Capital invested by funds: $1.92B → $2.53B (+$607M)
11% more funds holding
Funds holding: 209 → 233 (+24)
1.52% more ownership
Funds ownership: 97.67% → 99.2% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
23% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.3M |
| 2 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$31.4M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$30.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.7M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.2M |
| 2 |
GCP
Garelick Capital Partners
Boston,
Massachusetts
|
-$18.2M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$15.6M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$14.6M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$13.8M |
FIVN Hedge Fund Activity: Q3 2018 in Review
233 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2018, worth a combined $2.53B — up 32% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FIVN positions and 23 closed out — a net gain of 25 holders — while 72 added to existing stakes and 93 trimmed.
The largest buyer was Vanguard Group, adding an estimated $42.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.2M.
- 233 institutional investors held FIVE9 (FIVN) as of Q3 2018, up from 209 in Q2 2018.
- Funds reported $2.53B of FIVE9 stock for Q3 2018, up 32% quarter-over-quarter.
- 48 funds opened new FIVE9 positions in Q3 2018 and 23 closed out, a net change of +25 holders.
- The largest FIVE9 buyer in Q3 2018 was Vanguard Group, an estimated $42.3M added.
- The largest FIVE9 seller in Q3 2018 was T. Rowe Price Associates, an estimated $29.2M sold.
Based on aggregated 13F filings for Q3 2018.