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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
SF
276
Synovus Financial
Georgia
$462K -$390K -2,261 -47%
Prudential Financial
277
Prudential Financial
New Jersey
$462K +$37.8K +219 +10%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$459K +$431K +2,502 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$447K
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$447K +$5.86K +34 +1%
PRC
281
Pearl River Capital
Michigan
$438K +$412K +2,390 New
Canada Pension Plan Investment Board
282
Canada Pension Plan Investment Board
Ontario, Canada
$436K -$6.9M -39,998 -94%
MAP
283
Moody Aldrich Partners
Massachusetts
$431K -$5.86K -34 -1%
QT
284
Quantbot Technologies
New York
$417K -$823K -4,772 -68%
PAM
285
Premier Asset Management
Illinois
$413K +$83.1K +482 +27%
SGI
286
Summit Global Investments
Utah
$403K -$3.73M -21,666 -91%
SPIA
287
Steward Partners Investment Advisory
New York
$403K -$96.4K -559 -20%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$400K -$132K -763 -26%
YIH
289
Y-Intercept (HK)
Hong Kong
$399K +$375K +2,177 New
MYIA
290
Mount Yale Investment Advisors
Colorado
$388K +$365K +2,115 New
GT
291
Glenmede Trust
Pennsylvania
$384K -$21.4K -124 -6%
HIS
292
Harvest Investment Services
Illinois
$370K +$348K +2,020 New
FMBTD
293
First Midwest Bank Trust Division
Illinois
$361K -$12.8K -74 -4%
BPA
294
Beacon Pointe Advisors
California
$359K +$71.2K +413 +27%
IRF
295
IBM Retirement Fund
New York
$350K -$42.1K -244 -11%
PAA
296
Peregrine Asset Advisers
Oregon
$328K -$12.9K -75 -4%
AWM
297
Altium Wealth Management
New York
$328K -$2.59K -15 -0.8%
TC
298
TownSquare Capital
Utah
$328K +$294K +1,706 New
Rafferty Asset Management
299
Rafferty Asset Management
New York
$326K -$139K -809 -31%
FMT
300
First Mercantile Trust
Tennessee
$322K -$74.1K -430 -20%

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.