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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 %
CTC
276
Central Trust Company
Missouri
$7K -$1.05K -15 -13%
GWMIA
277
Global Wealth Management Investment Advisory
Florida
$7K – – –
PMFA
278
Plante Moran Financial Advisors
Michigan
$7K – – –
ASN
279
Advisory Services Network
Georgia
$7K +$404 +6 +6%
FGAM
280
Financial Gravity Asset Management
Texas
$5K – – –
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
IA
282
IFP Advisors
Florida
$3K -$188 -3 -6%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$3K – – –
NFG
284
Next Financial Group
Texas
$3K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$3K +$3K +44 New
SL
286
Savior LLC
Massachusetts
$3K +$3K +47 New
MIM
287
Macroview Investment Management
Maryland
$3K +$3K +53 New
BCA
288
Berman Capital Advisors
Georgia
$1K -$1.96K -43 -66%
VCM
289
Versant Capital Management
Arizona
$1K -$885 -23 -47%
OPS
290
Orion Portfolio Solutions
Nebraska
$1K +$1K +19 New
VM
291
Valinor Management
New York
– -$36.3M -675,043 Closed
Nomura Holdings
292
Nomura Holdings
Japan
– -$8.01M -151,956 Closed
NCL
293
Nishkama Capital LLC
Puerto Rico
– -$4.11M -76,545 Closed
RA
294
Royce & Associates
New York
– -$3.45M -64,116 Closed
Coatue Management
295
Coatue Management
New York
– -$2.84M -52,850 Closed
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
– -$1.42M -26,484 Closed
PM
297
Precept Management
Texas
– -$1.34M -25,000 Closed
LCM
298
Laurion Capital Management
New York
– -$1.18M -22,005 Closed
SLF
299
Sun Life Financial
Ontario, Canada
– -$550K -10,230 Closed
LI
300
Leap Investments
Illinois
– -$371K -6,904 Closed
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