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FIVE9
FIVN

288 hedge funds and large institutions have $4.91B invested in FIVE9 in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more funds holding in top 10

Funds holding in top 10: 13 → 22 (+9)

48% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $19.2M

21% more capital invested

Capital invested by funds: $4.05B → $4.91B (+$861M)

3.2% more ownership

Funds ownership: 101.04% → 104.24% (+3.2%)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1% less funds holding

Funds holding: 291 → 288 (-3)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 117

Holders
288
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
6.35%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.48%
New
46
Increased
98
Reduced
117
Closed
46
Calls
$28.4M
Puts
$19.2M
Net Calls
+$9.22M
Net Calls Change
+$6.41M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$89.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.2M
3
LSCM
Light Street Capital Management
California
+$43.9M
4
FCM
Frontier Capital Management
Massachusetts
+$43.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$40.4M

Top Sellers

1
TCG
Tremblant Capital Group
Florida
-$77.7M
2
SCH
Sylebra Capital (HK)
Hong Kong
-$44.1M
3
CAM
Contour Asset Management
New York
-$40M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M -$20.7M -289,807 -4%
BlackRock
2
BlackRock
New York
$357M -$16.7M -233,814 -5%
WA
3
Wasatch Advisors
Utah
$264M +$16.5M +231,524 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$224M +$89.1M +1,250,283 +74%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$200M -$24.5M -343,155 -12%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$177M +$24.5M +343,800 +17%
SCH
7
Sylebra Capital (HK)
Hong Kong
$136M -$44.1M -618,853 -26%
WRF
8
Waddell & Reed Financial
Kansas
$128M -$9.94M -139,373 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$122M +$49.2M +690,003 +76%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$101M +$544K +7,632 +0.6%
State Street
11
State Street
Massachusetts
$97.1M +$269K +3,772 +0.3%
EAM
12
Eventide Asset Management
Massachusetts
$93.1M -$2.28M -32,000 -3%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$87.5M +$7.88M +110,500 +10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$87.1M -$10.3M -145,087 -11%
Wells Fargo
15
Wells Fargo
California
$85.6M +$32.8M +460,646 +70%
WRCM
16
Whale Rock Capital Management
Massachusetts
$81.3M +$21.9M +306,928 +41%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$71M -$4.04M -56,664 -6%
Northern Trust
18
Northern Trust
Illinois
$70.7M +$1.58M +22,162 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$67.5M +$3.87M +54,290 +7%
First Trust Advisors
20
First Trust Advisors
Illinois
$65.2M +$3.82M +53,528 +7%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$62.3M -$7.34M -102,909 -11%
Norges Bank
22
Norges Bank
Norway
$62.3M +$24.3M +341,322 +72%
FCM
23
Frontier Capital Management
Massachusetts
$61.5M +$43.9M +615,396 +326%
Goldman Sachs
24
Goldman Sachs
New York
$49M -$4.77M -66,850 -9%
LSCM
25
Light Street Capital Management
California
$47.1M +$43.9M +616,000 New
1
2 3 4 5

FIVN Hedge Fund Activity: Q1 2020 in Review

288 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2020, worth a combined $4.91B — up 21% from $4.05B a quarter earlier.

Fund positioning in FIVN was balanced in Q1 2020: 46 funds opened new positions, 46 closed out, 98 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $89.1M. The largest seller was Tremblant Capital Group, exiting entirely with an estimated $77.7M sold.

  • 288 institutional investors held FIVE9 (FIVN) as of Q1 2020, down from 291 in Q4 2019.
  • Funds reported $4.91B of FIVE9 stock for Q1 2020, up 21% quarter-over-quarter.
  • 46 funds opened new FIVE9 positions in Q1 2020 and 46 closed out, a net change of 0 holders.
  • The largest FIVE9 buyer in Q1 2020 was T. Rowe Price Associates, an estimated $89.1M added.
  • The largest FIVE9 seller in Q1 2020 was Tremblant Capital Group, an estimated $77.7M sold.

Based on aggregated 13F filings for Q1 2020.