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FIVE9
FIVN

Overview Fund Activity

396 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
Holders
396
Holders Change
+7
Holders Change %
+1.8%
% 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

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$425M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$523M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$440M
4
Franklin Resources
4
Franklin Resources
California
$80.5M
5
State Street
5
State Street
Massachusetts
$184M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$139M
2
Invesco
2
Invesco
Georgia
$292M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M
5
CMG
5
Cavalry Management Group
California
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
251
Duality Advisers
Florida
$782K +$782K +4,264 New
AWM
252
AE Wealth Management
Kansas
$778K +$13.6K +74 +2%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$772K +$23.3K +127 +3%
LCM
254
Legato Capital Management
California
$751K +$751K +4,095 New
Jane Street
255
Jane Street
New York
$735K -$1.25M -6,816 -63%
PFO
256
Pathstone Family Office
New Jersey
$710K +$240K +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 +$42.2K +230 +7%
AIL
260
AGF Investments LLC
Ontario, Canada
$628K -$10.1K -55 -2%
VPIM
261
Vanguard Personalized Indexing Management
California
$613K +$327K +1,782 +114%
CWM
262
Concentric Wealth Management
California
$598K – – –
SHGA
263
Sand Hill Global Advisors
California
$598K +$6.42K +35 +1%
H
264
Hexavest
Quebec, Canada
$584K – – –
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$581K -$1.65K -9 -0.3%
MCM
266
MAI Capital Management
Ohio
$566K +$1.65K +9 +0.3%
EWA
267
Encompass Wealth Advisors
Oregon
$559K – – –
Wolverine Trading
268
Wolverine Trading
Illinois
$550K -$447K -2,390 -45%
BAAM
269
Baker Avenue Asset Management
California
$542K – – –
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$540K +$29K +158 +6%
CCIA
271
Campbell & Co Investment Adviser
Maryland
$532K +$532K +2,900 New
CAN
272
Cetera Advisor Networks
California
$519K +$519K +2,832 New
VRS
273
Virginia Retirement Systems
Virginia
$513K -$1.34M -7,300 -72%
KeyBank National Association
274
KeyBank National Association
Ohio
$504K +$733 +4 +0.1%
SCA
275
Spearhead Capital Advisors
Florida
$475K +$53K +289 +13%
9 10
11
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