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397 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

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $10.3B → $12.2B (+$1.9B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 390397 (+7)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 145

0.87% more ownership

Funds ownership: 99.17%100.03% (+0.87%)

25% less call options, than puts

Call options by funds: $92.6M | Put options by funds: $123M

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
251
Duality Advisers
Florida
$782K +$735K +4,264 New
AWM
252
AE Wealth Management
Kansas
$778K +$12.8K +74 +2%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$772K +$21.9K +127 +3%
LCM
254
Legato Capital Management
California
$751K +$706K +4,095 New
Jane Street
255
Jane Street
New York
$735K -$1.17M -6,816 -63%
PFO
256
Pathstone Family Office
New Jersey
$710K +$226K +1,311 +51%
QCM
257
Quantinno Capital Management
New York
$707K
APP
258
Alpha Paradigm Partners
Illinois
$679K
ProShare Advisors
259
ProShare Advisors
Maryland
$675K +$39.6K +230 +7%
AIL
260
AGF Investments LLC
Ontario, Canada
$628K -$9.48K -55 -2%
VPIM
261
Vanguard Personalized Indexing Management
California
$613K +$307K +1,782 +114%
CWM
262
Concentric Wealth Management
California
$598K
SHGA
263
Sand Hill Global Advisors
California
$598K +$6.03K +35 +1%
H
264
Hexavest
Quebec, Canada
$584K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$581K -$1.55K -9 -0.3%
MCM
266
MAI Capital Management
Ohio
$566K +$1.55K +9 +0.3%
EWA
267
Encompass Wealth Advisors
Oregon
$559K
Wolverine Trading
268
Wolverine Trading
Illinois
$550K -$412K -2,390 -45%
BAAM
269
Baker Avenue Asset Management
California
$542K
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$540K +$27.2K +158 +6%
CCIA
271
Campbell & Co Investment Adviser
Maryland
$532K +$500K +2,900 New
CAN
272
Cetera Advisor Networks
California
$519K +$488K +2,832 New
VRS
273
Virginia Retirement Systems
Virginia
$513K -$1.26M -7,300 -72%
KeyBank National Association
274
KeyBank National Association
Ohio
$504K +$690 +4 +0.1%
SCA
275
Spearhead Capital Advisors
Florida
$475K +$49.8K +289 +13%

FIVN Hedge Fund Activity: Q2 2021 in Review

397 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2021, worth a combined $12.2B — up 18% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FIVN positions and 44 closed out — a net gain of 10 holders — while 147 added to existing stakes and 145 trimmed.

The largest buyer was Macquarie Group, adding an estimated $396M. The largest seller was VOYA Investment Management, cutting an estimated $145M.

  • 397 institutional investors held FIVE9 (FIVN) as of Q2 2021, up from 390 in Q1 2021.
  • Funds reported $12.2B of FIVE9 stock for Q2 2021, up 18% quarter-over-quarter.
  • 54 funds opened new FIVE9 positions in Q2 2021 and 44 closed out, a net change of +10 holders.
  • The largest FIVE9 buyer in Q2 2021 was Macquarie Group, an estimated $396M added.
  • The largest FIVE9 seller in Q2 2021 was VOYA Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2021.