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FIVE9
FIVN

Overview Fund Activity

402 hedge funds and large institutions have $11.5B invested in FIVE9 in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 123 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+41
Holders Change %
+11.36%
% of All Funds
7.13%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
82
Increased
123
Reduced
162
Closed
37
Calls
$71M
Puts
$37.1M
Net Calls
+$33.9M
Net Calls Change
+$24.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$110M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$82.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
+$74.9M
5
CTA
Carillon Tower Advisers
Florida
+$69.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$97.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$61M
4
Holocene Advisors
Holocene Advisors
New York
-$52.8M
5
DKCM
Davidson Kempner Capital Management
New York
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$782K +$782K +4,483 New
ADIM
252
Alpha DNA Investment Management
Maryland
$779K +$779K +4,470 New
RJFSA
253
Raymond James Financial Services Advisors
Florida
$768K +$61.9K +355 +9%
PC
254
Provenire Capital
Minnesota
$766K +$766K +4,390 New
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$760K +$179K +1,024 +31%
AWM
256
AE Wealth Management
Kansas
$760K +$760K +4,359 New
Truist Financial
257
Truist Financial
North Carolina
$737K -$431K -2,471 -37%
VFA
258
Values First Advisors
Tennessee
$737K -$123K -704 -14%
QCM
259
Quantinno Capital Management
New York
$735K – – –
Marshall Wace
260
Marshall Wace
United Kingdom
$727K +$727K +4,168 New
Baird Financial Group
261
Baird Financial Group
Wisconsin
$726K +$726K +4,160 New
BC
262
Bridgefront Capital
Texas
$725K +$725K +4,156 New
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$695K -$2.83M -16,210 -80%
JF
264
Jump Financial
Illinois
$688K +$326K +1,871 +90%
SPC
265
Sigma Planning Corp
Michigan
$678K +$678K +3,888 New
MIH
266
Meitav Investment House
Israel
$665K -$11.3K -65 -2%
CF
267
CNA Financial
Illinois
$644K -$506K -2,899 -44%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$625K -$38.9K -223 -6%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$608K -$464K -2,660 -43%
Wolverine Trading
270
Wolverine Trading
Illinois
$580K +$580K +3,320 New
CWM
271
Concentric Wealth Management
California
$569K – – –
BAAM
272
Baker Avenue Asset Management
California
$563K -$125K -720 -18%
SHGA
273
Sand Hill Global Advisors
California
$562K -$356K -2,044 -39%
URS
274
Utah Retirement Systems
Utah
$558K +$87.2K +500 +19%
ProShare Advisors
275
ProShare Advisors
Maryland
$553K +$47.3K +271 +9%
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