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FIVE9
FIVN

Overview Fund Activity

268 hedge funds and large institutions have $3.19B invested in FIVE9 in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 70 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+42
Holders Change %
+18.58%
% of All Funds
5.81%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.24%
New
68
Increased
70
Reduced
106
Closed
24
Calls
$15.9M
Puts
$11.2M
Net Calls
+$4.71M
Net Calls Change
+$6.78M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$160M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.8M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$37.3M
4
WA
Wasatch Advisors
Utah
$130M
5
Federated Hermes
Federated Hermes
Pennsylvania
$19.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$96.8M
2
Renaissance Technologies
Renaissance Technologies
New York
$77M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.62M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$114M
5
Wells Fargo
Wells Fargo
California
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
226
Duncker Streett & Co
Missouri
$53K +$53K +1,000 New
MCM
227
McKinley Capital Management
Alaska
$52K +$11.4K +216 +28%
FCM
228
Flinton Capital Management
Pennsylvania
$38K +$1.81K +34 +5%
PRC
229
Pearl River Capital
Michigan
$32K +$32K +614 New
DWA
230
Dorsey Wright & Associates
California
$31K -$31K -591 -50%
TAM
231
Tyers Asset Management
Texas
$31K +$1.48K +28 +5%
WEC
232
Winslow Evans & Crocker
Massachusetts
$30K +$30K +536 New
PCM
233
Prelude Capital Management
New York
$28K +$11.1K +209 +66%
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$25K -$34.1K -655 -58%
VFA
235
Valeo Financial Advisors
Indiana
$24K – – –
NA
236
Neuburgh Advisers
California
$24K +$1.14K +22 +5%
SIC
237
Salem Investment Counselors
North Carolina
$22K +$22K +500 New
GWS
238
Glassman Wealth Services
Virginia
$21K +$21K +400 New
HNB
239
Huntington National Bank
Ohio
$20K -$13.9K -266 -41%
MCIM
240
Meadow Creek Investment Management
Georgia
$18K +$857 +16 +5%
LC
241
Lindbrook Capital
California
$17K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +94 New
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$16K – – –
KTC
244
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
YWP
245
YorkBridge Wealth Partners
New York
$12K -$14.7K -285 -55%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +200 New
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
CTC
248
Central Trust Company
Missouri
$9K -$1K -18 -10%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.13K -21 -12%
WCM
250
WealthBridge Capital Management
Ohio
$7K +$7K +148 New
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10
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