FIVN icon

FIVE9
FIVN

Overview Fund Activity

389 hedge funds and large institutions have $10.3B invested in FIVE9 in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
6.85%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
55
Increased
134
Reduced
155
Closed
63
Calls
$71.2M
Puts
$140M
Net Calls
-$69.2M
Net Calls Change
-$103M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$140M
2
FAM
Fred Alger Management
New York
+$88.2M
3
BlackRock
BlackRock
New York
+$70.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66M
5
CMG
Cavalry Management Group
California
+$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.4M
4
RP
Riverbridge Partners
Minnesota
-$47.7M
5
NAMA
Nikko Asset Management Americas
New York
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
226
Chartwell Investment Partners
Pennsylvania
$977K – – –
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$975K -$156 -1 -0%
Luther King Capital Management (LKCM)
228
Luther King Capital Management (LKCM)
Texas
$971K -$21.9K -140 -2%
HF
229
HRT Financial
New York
$968K +$685K +4,386 +242%
GLAM
230
Gardner Lewis Asset Management
Pennsylvania
$962K +$962K +6,155 New
BAM
231
Blueshift Asset Management
New Jersey
$960K +$960K +6,140 New
WCM
232
Weld Capital Management
New York
$948K +$948K +6,064 New
Baird Financial Group
233
Baird Financial Group
Wisconsin
$944K +$294K +1,879 +45%
ACM
234
Ascendant Capital Management
California
$938K – – –
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$916K -$3.07M -19,624 -77%
ACM
236
AlphaCrest Capital Management
New York
$907K +$504K +3,225 +125%
CAM
237
Cresset Asset Management
Illinois
$889K +$78.5K +502 +10%
ETC
238
Exchange Traded Concepts
Oklahoma
$886K +$733K +4,691 +480%
AI
239
Atom Investors
Texas
$883K +$883K +5,651 New
P
240
Pitcairn
Pennsylvania
$882K +$4.23K +27 +0.5%
HIIFS
241
Harel Insurance Investments & Financial Services
Israel
$844K +$278K +820 +49%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$832K -$1.44M -9,204 -63%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$832K -$660K -4,228 -44%
Truist Financial
244
Truist Financial
North Carolina
$823K +$162K +1,037 +25%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$816K -$10.3K -66 -1%
Wolverine Trading
246
Wolverine Trading
Illinois
$808K +$305K +2,013 +61%
WB
247
WesBanco Bank
West Virginia
$793K +$793K +5,075 New
PM
248
Precept Management
Texas
$782K -$7.04M -45,000 -90%
PAMU
249
Pictet Asset Management (UK)
United Kingdom
$782K -$46.9K -300 -6%
ASN
250
Advisory Services Network
Georgia
$749K -$275K -1,759 -27%
8 9
10
11 12