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262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

5% more funds holding

Funds holding: 249262 (+13)

4% more capital invested

Capital invested by funds: $3.22B → $3.36B (+$144M)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.97% less ownership

Funds ownership: 105.21%103.25% (-2%)

14% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$372M -$720K -12,809 -0.2%
BlackRock
2
BlackRock
New York
$257M +$13M +230,976 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$164M -$1.93M -34,349 -1%
WA
4
Wasatch Advisors
Utah
$145M +$16.6M +295,738 +12%
SCH
5
Sylebra Capital (HK)
Hong Kong
$116M +$5.96M +105,917 +5%
WRF
6
Waddell & Reed Financial
Kansas
$108M +$9.17M +163,097 +9%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$106M
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$91M -$4.86M -86,396 -5%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$74.3M -$36.8M -654,015 -32%
State Street
10
State Street
Massachusetts
$67.5M +$1.25M +22,206 +2%
EAM
11
Eventide Asset Management
Massachusetts
$67.2M +$14.1M +250,000 +25%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$64.5M -$31.8M -565,265 -32%
CAM
13
Contour Asset Management
New York
$63.6M -$2.08M -37,034 -3%
WRCM
14
Whale Rock Capital Management
Massachusetts
$56.6M +$59.2M +1,053,062 New
VOYA Investment Management
15
VOYA Investment Management
Georgia
$54.3M +$18.7M +332,721 +49%
TCG
16
Tremblant Capital Group
Florida
$53.9M +$3.52M +62,655 +7%
Northern Trust
17
Northern Trust
Illinois
$50.1M +$2.74M +48,674 +6%
AllianceBernstein
18
AllianceBernstein
Tennessee
$47.3M -$20.6M -366,092 -29%
ClearBridge Investments
19
ClearBridge Investments
New York
$45.7M +$21.4K +380 +0%
Goldman Sachs
20
Goldman Sachs
New York
$45.3M +$5.74M +101,976 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$43.2M +$1.51M +26,885 +3%
N
22
Nuveen
North Carolina
$41.5M -$5.56M -98,880 -11%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$41M +$4.86M +86,445 +13%
VM
24
Valinor Management
New York
$36.3M +$38M +675,043 New
Aberdeen Group
25
Aberdeen Group
United Kingdom
$36M -$4.33M -77,014 -10%

FIVN Hedge Fund Activity: Q3 2019 in Review

262 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2019, worth a combined $3.36B — up 4.5% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FIVN positions and 30 closed out — a net gain of 15 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $59.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.8M.

  • 262 institutional investors held FIVE9 (FIVN) as of Q3 2019, up from 249 in Q2 2019.
  • Funds reported $3.36B of FIVE9 stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 45 funds opened new FIVE9 positions in Q3 2019 and 30 closed out, a net change of +15 holders.
  • The largest FIVE9 buyer in Q3 2019 was Whale Rock Capital Management, an estimated $59.2M added.
  • The largest FIVE9 seller in Q3 2019 was Lord, Abbett & Co, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.