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FIVE9
FIVN

Overview Fund Activity

291 hedge funds and large institutions have $4.05B invested in FIVE9 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
53
Increased
87
Reduced
112
Closed
16
Calls
$15.4M
Puts
$12.6M
Net Calls
+$2.81M
Net Calls Change
+$5.34M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$68.1M
2
WA
Wasatch Advisors
Utah
$211M
3
First Trust Advisors
First Trust Advisors
Illinois
$52.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$84.3M
5
SCH
Sylebra Capital (HK)
Hong Kong
$157M

Top Sellers

1
CAM
Contour Asset Management
New York
$40M
2
VM
Valinor Management
New York
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$30.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$59.2M
5
WRCM
Whale Rock Capital Management
Massachusetts
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
251
Clal Insurance
Israel
$130K -$1.92M -126,212 -94%
SI
252
Stephens Inc
Arkansas
$98K -$4.07K -62 -4%
SFS
253
Sowell Financial Services
Arkansas
$96K +$64.4K +980 +203%
FWM
254
Focused Wealth Management
New York
$79K – – –
PCG
255
Private Capital Group
Connecticut
$61K -$2.36K -36 -4%
DWA
256
Dorsey Wright & Associates
California
$52K – – –
Simplex Trading
257
Simplex Trading
Illinois
$52K +$52K +797 New
CFA
258
Carroll Financial Associates
North Carolina
$41K +$41K +640 New
Lazard Asset Management
259
Lazard Asset Management
New York
$40K +$9.25K +141 +30%
FHA
260
First Horizon Advisors
Tennessee
$32K +$3.65K +57 +13%
VFA
261
Valeo Financial Advisors
Indiana
$29K – – –
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$28K – – –
Walleye Capital
263
Walleye Capital
New York
$23K +$23K +340 New
BBHC
264
Brown Brothers Harriman & Co
New York
$20K – – –
HNB
265
Huntington National Bank
Ohio
$19K – – –
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
PHK
269
Point72 Hong Kong
Hong Kong
$16K +$16K +242 New
FCH
270
Freestone Capital Holdings
Washington
$13.1K +$13.1K +272 New
OIA
271
Optimum Investment Advisors
Illinois
$13K – – –
Kayne Anderson Rudnick Investment Management
272
Kayne Anderson Rudnick Investment Management
California
$12K – – –
PA
273
Procyon Advisors
Connecticut
$12K +$12K +183 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
SIM
275
Sonora Investment Management
Arizona
$8K +$8K +125 New
9 10
11
12 13