FIVE9
FIVN
403 hedge funds and large institutions have $11.5B invested in FIVE9 in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 123 increasing their positions, 162 reducing their positions, and 37 closing their positions.
124% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 37
91% more call options, than puts
Call options by funds: $71M | Put options by funds: $37.1M
36% more capital invested
Capital invested by funds: $8.45B → $11.5B (+$3.02B)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
12% more funds holding
Funds holding: 361 → 403 (+42)
0.34% less ownership
Funds ownership: 100.07% → 99.73% (-0.34%)
24% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$175M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$96.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$71.9M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$65.3M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$60.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$115M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$85M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$53.2M |
| 4 |
Holocene Advisors
New York
|
-$46.1M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$45.3M |
FIVN Hedge Fund Activity: Q4 2020 in Review
403 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2020, worth a combined $11.5B — up 36% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new FIVN positions and 37 closed out — a net gain of 46 holders — while 123 added to existing stakes and 162 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $175M. The largest seller was Fidelity Investments, cutting an estimated $115M.
- 403 institutional investors held FIVE9 (FIVN) as of Q4 2020, up from 361 in Q3 2020.
- Funds reported $11.5B of FIVE9 stock for Q4 2020, up 36% quarter-over-quarter.
- 83 funds opened new FIVE9 positions in Q4 2020 and 37 closed out, a net change of +46 holders.
- The largest FIVE9 buyer in Q4 2020 was JP Morgan Chase, an estimated $175M added.
- The largest FIVE9 seller in Q4 2020 was Fidelity Investments, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2020.