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 %
SF
251
Synovus Financial
Georgia
$746K -$140K -894 -16%
BCM
252
Bayesian Capital Management
New York
$741K +$741K +4,738 New
VFA
253
Values First Advisors
Tennessee
$740K +$79.6K +509 +12%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$738K +$738K +4,718 New
Nordea Investment Management
255
Nordea Investment Management
Sweden
$716K +$716K +4,610 New
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$701K -$31.6K -202 -4%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$683K +$1.88K +12 +0.3%
ADIM
258
Alpha DNA Investment Management
Maryland
$666K -$32.7K -209 -5%
AWM
259
AE Wealth Management
Kansas
$652K -$29.7K -190 -4%
RJFSA
260
Raymond James Financial Services Advisors
Florida
$638K -$50.2K -321 -7%
QCM
261
Quantinno Capital Management
New York
$602K -$56.2K -360 -9%
APP
262
Alpha Paradigm Partners
Illinois
$579K -$426K -2,728 -42%
SC
263
Scotia Capital
Ontario, Canada
$545K -$173K -1,109 -24%
AIL
264
AGF Investments LLC
Ontario, Canada
$544K -$333K -2,131 -38%
ProShare Advisors
265
ProShare Advisors
Maryland
$539K +$43K +275 +9%
EWA
266
Encompass Wealth Advisors
Oregon
$525K +$525K +3,049 New
Los Angeles Capital Management
267
Los Angeles Capital Management
California
$519K -$187K -1,195 -26%
CWM
268
Concentric Wealth Management
California
$510K – – –
SHGA
269
Sand Hill Global Advisors
California
$504K – – –
H
270
Hexavest
Quebec, Canada
$498K +$498K +3,185 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$496K -$49.1K -314 -9%
OWM
272
OneAscent Wealth Management
Alabama
$490K +$75.7K +484 +18%
MCM
273
MAI Capital Management
Ohio
$481K – – –
SSG
274
Summit Securities Group
New York
$466K +$466K +2,978 New
BAAM
275
Baker Avenue Asset Management
California
$462K -$42.1K -270 -8%
9 10
11
12 13