FIVN icon

FIVE9
FIVN

Overview Fund Activity

396 hedge funds and large institutions have $12.2B invested in FIVE9 in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
6.91%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
54
Increased
147
Reduced
145
Closed
44
Calls
$92.6M
Puts
$123M
Net Calls
-$30.5M
Net Calls Change
+$38.7M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$425M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$523M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$440M
4
Franklin Resources
4
Franklin Resources
California
$80.5M
5
State Street
5
State Street
Massachusetts
$184M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$139M
2
Invesco
2
Invesco
Georgia
$292M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M
5
CMG
5
Cavalry Management Group
California
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
226
HighPoint Advisor Group
Illinois
$1.15M -$8.44K -46 -0.7%
CIP
227
Chartwell Investment Partners
Pennsylvania
$1.15M – – –
GLAM
228
Gardner Lewis Asset Management
Pennsylvania
$1.14M +$12.8K +70 +1%
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$1.12M -$19.3K -105 -2%
MIH
230
Meitav Investment House
Israel
$1.11M +$1.11M +5,950 New
ACM
231
Ascendant Capital Management
California
$1.1M – – –
P
232
Pitcairn
Pennsylvania
$1.02M -$16.1K -88 -2%
IMRF
233
Illinois Municipal Retirement Fund
Illinois
$998K -$355K -1,936 -26%
Creative Planning
234
Creative Planning
Kansas
$994K -$466K -2,540 -32%
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$971K -$6.24K -34 -0.6%
OQS
236
Occudo Quantitative Strategies
Florida
$938K +$938K +5,113 New
LPL Financial
237
LPL Financial
California
$929K -$240K -1,309 -21%
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$920K +$11.9K +62 +1%
Adage Capital Partners
239
Adage Capital Partners
Massachusetts
$917K -$1.83M -10,000 -67%
PM
240
Precept Management
Texas
$917K – – –
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$872K +$71.4K +390 +9%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$848K +$25.5K +139 +3%
VFA
243
Values First Advisors
Tennessee
$840K -$28.6K -156 -3%
ASN
244
Advisory Services Network
Georgia
$839K -$40.2K -219 -5%
WB
245
WesBanco Bank
West Virginia
$821K -$110K -600 -12%
PWA
246
Phoenix Wealth Advisors
North Carolina
$816K +$763K +3,965 +1,442%
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
$803K -$271K -1,480 -25%
PAMU
248
Pictet Asset Management (UK)
United Kingdom
$801K -$116K -631 -13%
Tudor Investment Corp
249
Tudor Investment Corp
Connecticut
$786K -$2.78M -15,132 -78%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$784K -$173K -946 -18%
8 9
10
11 12