FIVN icon

FIVE9
FIVN

Overview Fund Activity

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
Holders
341
Holders Change
+53
Holders Change %
+18.4%
% of All Funds
7.01%
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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$913M
2
WRCM
Whale Rock Capital Management
Massachusetts
$236M
3
Invesco
Invesco
Georgia
$160M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$200M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$59.9M

Top Sellers

1
SCH
Sylebra Capital (HK)
Hong Kong
$25.3M
2
BlackRock
BlackRock
New York
$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$188M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
State Street
State Street
Massachusetts
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
226
Pitcairn
Pennsylvania
$825K -$43K -389 -5%
DADC
227
D.A. Davidson & Co
Montana
$819K -$521K -4,702 -39%
SGI
228
Summit Global Investments
Utah
$819K +$819K +7,400 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$780K -$266K -2,409 -25%
FPC
230
Falcon Point Capital
California
$778K -$1.74M -15,735 -69%
NSEDCP
231
NJ State Employees Deferred Compensation Plan
New Jersey
$775K – – –
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$775K +$775K +7,000 New
UCFA
233
United Capital Financial Advisors
Texas
$743K -$162K -1,466 -18%
APG Asset Management
234
APG Asset Management
Netherlands
$729K +$729K +7,400 New
EWM
235
Empirical Wealth Management
Washington
$719K – – –
PHK
236
Point72 Hong Kong
Hong Kong
$719K +$602K +5,438 +514%
LI
237
Leap Investments
Illinois
$719K +$719K +6,500 New
X
238
Xponance
Pennsylvania
$709K +$709K +6,406 New
FMBTD
239
First Midwest Bank Trust Division
Illinois
$689K +$26.5K +239 +4%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$640K -$17.8M -161,216 -97%
CANY
241
Caxton Associates (New York)
New York
$628K +$628K +5,672 New
QCM
242
Quantinno Capital Management
New York
$603K -$560K -5,060 -48%
VFA
243
Values First Advisors
Tennessee
$593K -$267K -2,414 -31%
GC
244
Guggenheim Capital
Illinois
$592K +$592K +5,351 New
RJA
245
Raymond James & Associates
Florida
$591K +$27.7K +250 +5%
SHGA
246
Sand Hill Global Advisors
California
$583K – – –
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$571K -$70.8K -640 -11%
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$543K -$1.46M -13,213 -73%
CAM
249
Cresset Asset Management
Illinois
$526K +$885 +8 +0.2%
BCM
250
BlueCrest Capital Management
Jersey
$497K +$497K +4,488 New
8 9
10
11 12