FIVN icon

FIVE9
FIVN

Overview Fund Activity

262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$56.6M
2
VM
Valinor Management
New York
+$36.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$17.9M
4
WA
Wasatch Advisors
Utah
+$15.9M
5
EAM
Eventide Asset Management
Massachusetts
+$13.4M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$35.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.4M
3
Deutsche Bank
Deutsche Bank
Germany
-$22.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$19.7M
5
PC
Polar Capital
United Kingdom
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
226
Stephens Inc
Arkansas
$84K -$116K -2,140 -58%
FWM
227
Focused Wealth Management
New York
$64K +$64K +1,200 New
PCG
228
Private Capital Group
Connecticut
$52K -$17K -316 -25%
QT
229
Quantamental Technologies
New York
$51K +$48.2K +890 +1,712%
CG
230
Cutler Group
California
$49K -$30.7K -578 -39%
DWA
231
Dorsey Wright & Associates
California
$42K – – –
FCM
232
Flinton Capital Management
Pennsylvania
$38K – – –
TAM
233
Tyers Asset Management
Texas
$32K – – –
CIAS
234
Capital Investment Advisory Services
North Carolina
$30K – – –
SFS
235
Sowell Financial Services
Arkansas
$26K +$26K +482 New
NA
236
Neuburgh Advisers
California
$25K – – –
Lazard Asset Management
237
Lazard Asset Management
New York
$25K +$25K +469 New
VFA
238
Valeo Financial Advisors
Indiana
$24K – – –
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$23K +$6.42K +120 +39%
FHA
240
First Horizon Advisors
Tennessee
$23K +$10.4K +201 +83%
MCIM
241
Meadow Creek Investment Management
Georgia
$18K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
BBHC
243
Brown Brothers Harriman & Co
New York
$16K +$16K +298 New
HNB
244
Huntington National Bank
Ohio
$15K -$5.04K -96 -25%
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$13K +$2.39K +45 +23%
OIA
247
Optimum Investment Advisors
Illinois
$11K -$13.2K -240 -55%
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
$10K -$2.32K -44 -19%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
CTC
250
Central Trust Company
Missouri
$6K -$4.02K -77 -40%
8 9
10
11 12