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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
$336M
2
FAM
Fred Alger Management
New York
$131M
3
BlackRock
BlackRock
New York
$636M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$250M
5
CMG
Cavalry Management Group
California
$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M
4
RP
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$460K +$185K +1,184 +67%
VF
277
Virtu Financial
New York
$440K +$440K +2,812 New
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
$436K -$188K -1,199 -30%
SPIA
279
Steward Partners Investment Advisory
New York
$431K +$166K +1,059 +62%
KeyBank National Association
280
KeyBank National Association
Ohio
$429K -$25.2K -161 -6%
AC
281
Allstate Corporation
Illinois
$421K – – –
BOH
282
Bank of Hawaii
Hawaii
$407K +$80.9K +518 +25%
PHK
283
Point72 Hong Kong
Hong Kong
$407K +$407K +2,601 New
Rafferty Asset Management
284
Rafferty Asset Management
New York
$404K +$404K +2,584 New
PFO
285
Pathstone Family Office
New Jersey
$401K +$401K +2,562 New
WANY
286
Wealthspire Advisors (New York)
New York
$398K +$14.1K +90 +4%
NICM
287
Neo Ivy Capital Management
New York
$384K +$384K +2,456 New
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$381K +$18.8K +120 +5%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$375K -$183K -1,177 -33%
MAP
290
Moody Aldrich Partners
Massachusetts
$373K +$114K +726 +44%
AC
291
Athanor Capital
New York
$370K -$9.08M -58,125 -96%
XT
292
XTX Topco
Cayman Islands
$368K +$368K +2,355 New
RI
293
Redwood Investments
Massachusetts
$366K – – –
SCA
294
Spearhead Capital Advisors
Florida
$360K -$133K -849 -27%
Prudential Financial
295
Prudential Financial
New Jersey
$360K -$31.3K -200 -8%
TRCT
296
Tower Research Capital (TRC)
New York
$355K +$175K +1,123 +98%
GT
297
Glenmede Trust
Pennsylvania
$346K +$28.2K +181 +9%
FMT
298
First Mercantile Trust
Tennessee
$342K -$64.8K -414 -16%
IRF
299
IBM Retirement Fund
New York
$336K -$19.5K -125 -5%
FMBTD
300
First Midwest Bank Trust Division
Illinois
$320K -$33.5K -214 -9%
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