FIVE9
FIVN
226 hedge funds and large institutions have $2.61B invested in FIVE9 in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 42 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 4 → 16 (+12)
2.2% more ownership
Funds ownership: 99.2% → 101.39% (+2.2%)
3% more capital invested
Capital invested by funds: $2.53B → $2.61B (+$78.3M)
10% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 42
3% less funds holding
Funds holding: 233 → 226 (-7)
17% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 89
26% less call options, than puts
Call options by funds: $5.79M | Put options by funds: $7.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$35.5M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$24.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.6M |
| 4 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$19.4M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$21.7M |
| 2 |
Renaissance Technologies
New York
|
-$16.5M |
| 3 |
Two Sigma Investments
New York
|
-$14M |
| 4 |
Millennium Management
New York
|
-$13.9M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$10.8M |
FIVN Hedge Fund Activity: Q4 2018 in Review
226 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2018, worth a combined $2.61B — up 3.1% from $2.53B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of FIVN and 38 opened new positions — a net loss of 4 holders — while 89 trimmed existing stakes and 74 added.
The largest buyer was Wasatch Advisors, adding an estimated $35.5M. The largest seller was VOYA Investment Management, cutting an estimated $21.7M.
- 226 institutional investors held FIVE9 (FIVN) as of Q4 2018, down from 233 in Q3 2018.
- Funds reported $2.61B of FIVE9 stock for Q4 2018, up 3.1% quarter-over-quarter.
- 38 funds opened new FIVE9 positions in Q4 2018 and 42 closed out, a net change of -4 holders.
- The largest FIVE9 buyer in Q4 2018 was Wasatch Advisors, an estimated $35.5M added.
- The largest FIVE9 seller in Q4 2018 was VOYA Investment Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2018.