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291 hedge funds and large institutions have $4.05B invested in FIVE9 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $12.6M

20% more capital invested

Capital invested by funds: $3.36B → $4.05B (+$681M)

11% more funds holding

Funds holding: 262291 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2.2% less ownership

Funds ownership: 103.25%101.04% (-2.2%)

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
5.73%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
53
Increased
87
Reduced
112
Closed
16
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M +$2.47M +40,344 +0.6%
BlackRock
2
BlackRock
New York
$322M +$7.94M +129,713 +3%
WA
3
Wasatch Advisors
Utah
$211M +$32.1M +525,269 +20%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$194M -$5.82M -95,136 -3%
SCH
5
Sylebra Capital (HK)
Hong Kong
$157M +$14.4M +235,882 +11%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$129M -$306K -5,000 -0.3%
WRF
7
Waddell & Reed Financial
Kansas
$119M -$11.8M -193,596 -10%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$110M -$505K -8,259 -0.5%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$85.8M -$4.54M -74,189 -5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$84.3M +$24.8M +404,527 +46%
State Street
11
State Street
Massachusetts
$83M +$570K +9,313 +0.7%
EAM
12
Eventide Asset Management
Massachusetts
$82M
TCG
13
Tremblant Capital Group
Florida
$77.7M +$11.1M +181,697 +18%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$68.1M +$49.7M +811,500 +328%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$64.6M -$1.48M -24,158 -2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$60.2M +$9.56M +156,232 +21%
Northern Trust
17
Northern Trust
Illinois
$59.2M -$1.84M -30,090 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$59.2M -$18.3M -298,712 -25%
ClearBridge Investments
19
ClearBridge Investments
New York
$56.7M -$69K -1,127 -0.1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$54.3M +$1.56M +25,460 +3%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$53.3M +$8.69M +142,059 +21%
First Trust Advisors
22
First Trust Advisors
Illinois
$52.4M +$29.8M +486,340 +155%
WRCM
23
Whale Rock Capital Management
Massachusetts
$49.6M -$18.2M -296,980 -28%
Goldman Sachs
24
Goldman Sachs
New York
$46.4M -$8.32M -135,930 -16%
Wells Fargo
25
Wells Fargo
California
$43.2M +$2.74M +44,851 +7%

FIVN Hedge Fund Activity: Q4 2019 in Review

291 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2019, worth a combined $4.05B — up 20% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 16 closed out — a net gain of 37 holders — while 87 added to existing stakes and 112 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $49.7M. The largest seller was Valinor Management, exiting entirely with an estimated $36.3M sold.

  • 291 institutional investors held FIVE9 (FIVN) as of Q4 2019, up from 262 in Q3 2019.
  • Funds reported $4.05B of FIVE9 stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q4 2019 and 16 closed out, a net change of +37 holders.
  • The largest FIVE9 buyer in Q4 2019 was 1832 Asset Management, an estimated $49.7M added.
  • The largest FIVE9 seller in Q4 2019 was Valinor Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2019.