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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 %
MNBTD
251
Moody National Bank Trust Division
Texas
$6K – – –
PMFA
252
Plante Moran Financial Advisors
Michigan
$6K – – –
GWMIA
253
Global Wealth Management Investment Advisory
Florida
$5K – – –
GRP
254
Global Retirement Partners
California
$5K +$5K +100 New
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$5K +$5K +100 New
FANJ
256
Financial Architects (New Jersey)
New Jersey
$5K +$5K +100 New
BWA
257
BDO Wealth Advisors
Florida
$5K +$5K +100 New
Bessemer Group
258
Bessemer Group
New Jersey
$4K +$4K +68 New
PFO
259
Pathstone Family Office
New Jersey
$4K +$4K +70 New
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$4K +$4K +71 New
FGAM
261
Financial Gravity Asset Management
Texas
$4K +$4K +75 New
CFGS
262
Concourse Financial Group Securities
Alabama
$3K -$4.45K -92 -60%
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
CIAS
264
Capital Investment Advisory Services
North Carolina
$3K – – –
PHK
265
Point72 Hong Kong
Hong Kong
$3K +$3K +59 New
TRCT
266
Tower Research Capital (TRC)
New York
$2K +$1.12K +24 +126%
PCP
267
Proficio Capital Partners
Massachusetts
$1K +$1K +17 New
GT
268
Glenmede Trust
Pennsylvania
$19 +$1 +25 +7%
GCP
269
Garelick Capital Partners
Massachusetts
– -$9.04M -206,709 Closed
MPAM
270
Monarch Partners Asset Management
Massachusetts
– -$8.8M -201,376 Closed
PCM
271
Penserra Capital Management
California
– -$3.74M -85,600 Closed
NCL
272
Nishkama Capital LLC
Puerto Rico
– -$3.07M -70,139 Closed
HSBC Holdings
273
HSBC Holdings
United Kingdom
– -$3.01M -68,829 Closed
PP
274
PDT Partners
New York
– -$2.18M -49,905 Closed
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
– -$1.73M -39,623 Closed
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