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341 hedge funds and large institutions have $7.27B invested in FIVE9 in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 36

48% more capital invested

Capital invested by funds: $4.91B → $7.27B (+$2.36B)

18% more funds holding

Funds holding: 288341 (+53)

1% more call options, than puts

Call options by funds: $50.8M | Put options by funds: $50.4M

2.8% less ownership

Funds ownership: 104.24%101.44% (-2.8%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

43% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 144

Holders
341
Holders Change
+53
Holders Change %
+18.4%
% of All Funds
6.99%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.41%
New
90
Increased
82
Reduced
144
Closed
36
Calls
$50.8M
Puts
$50.4M
Net Calls
+$461K
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$913M +$518M +5,318,948 +181%
Vanguard Group
2
Vanguard Group
Pennsylvania
$719M -$17.2M -176,257 -3%
BlackRock
3
BlackRock
New York
$381M -$120M -1,229,660 -26%
WA
4
Wasatch Advisors
Utah
$328M -$47.5M -488,516 -14%
Alkeon Capital Management
5
Alkeon Capital Management
New York
$256M
WRCM
6
Whale Rock Capital Management
Massachusetts
$236M +$104M +1,066,414 +100%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$200M +$85.1M +874,162 +94%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$188M -$89.5M -919,197 -35%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$184M +$6.54M +67,149 +4%
WRF
10
Waddell & Reed Financial
Kansas
$170M -$13.8M -141,472 -8%
Invesco
11
Invesco
Georgia
$160M +$96.3M +989,697 +218%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$140M -$4.83M -49,623 -4%
EAM
13
Eventide Asset Management
Massachusetts
$127M -$6.52M -67,000 -6%
Wells Fargo
14
Wells Fargo
California
$109M -$12.8M -131,021 -12%
First Trust Advisors
15
First Trust Advisors
Illinois
$100M +$5.12M +52,653 +6%
Norges Bank
16
Norges Bank
Norway
$94M +$3.39M +34,838 +4%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$93.6M +$2.99M +30,672 +4%
SI
18
SQN Investors
California
$92.3M +$30.7M +315,231 +61%
State Street
19
State Street
Massachusetts
$84.7M -$49.1M -504,226 -40%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$80.7M -$15M -153,936 -17%
AllianceBernstein
21
AllianceBernstein
Tennessee
$78M -$42.3M -434,594 -38%
FCM
22
Frontier Capital Management
Massachusetts
$72.8M -$14.3M -146,572 -18%
Morgan Stanley
23
Morgan Stanley
New York
$66.6M +$28.2M +289,910 +93%
ClearBridge Investments
24
ClearBridge Investments
New York
$64.1M -$2.69M -27,618 -5%
SIMG
25
Stephens Investment Management Group
Texas
$63.6M +$5.75M +59,069 +11%

FIVN Hedge Fund Activity: Q2 2020 in Review

341 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2020, worth a combined $7.27B — up 48% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new FIVN positions and 36 closed out — a net gain of 54 holders — while 82 added to existing stakes and 144 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $518M. The largest seller was Sylebra Capital (HK), cutting an estimated $151M.

  • 341 institutional investors held FIVE9 (FIVN) as of Q2 2020, up from 288 in Q1 2020.
  • Funds reported $7.27B of FIVE9 stock for Q2 2020, up 48% quarter-over-quarter.
  • 90 funds opened new FIVE9 positions in Q2 2020 and 36 closed out, a net change of +54 holders.
  • The largest FIVE9 buyer in Q2 2020 was T. Rowe Price Associates, an estimated $518M added.
  • The largest FIVE9 seller in Q2 2020 was Sylebra Capital (HK), an estimated $151M sold.

Based on aggregated 13F filings for Q2 2020.