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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 %
SF
276
Synovus Financial
Georgia
$462K -$416K -2,261 -47%
Prudential Financial
277
Prudential Financial
New Jersey
$462K +$40.2K +219 +10%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$459K +$459K +2,502 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$447K – – –
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$447K +$6.23K +34 +1%
PRC
281
Pearl River Capital
Michigan
$438K +$438K +2,390 New
Canada Pension Plan Investment Board
282
Canada Pension Plan Investment Board
Ontario, Canada
$436K -$7.32M -39,998 -94%
MAP
283
Moody Aldrich Partners
Massachusetts
$431K -$6.24K -34 -1%
QT
284
Quantbot Technologies
New York
$417K -$874K -4,772 -68%
PAM
285
Premier Asset Management
Illinois
$413K +$88.4K +482 +27%
SGI
286
Summit Global Investments
Utah
$403K -$3.97M -21,666 -91%
SPIA
287
Steward Partners Investment Advisory
New York
$403K -$102K -559 -20%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$400K -$140K -763 -26%
YIH
289
Y-Intercept (HK)
Hong Kong
$399K +$399K +2,177 New
MYIA
290
Mount Yale Investment Advisors
Colorado
$388K +$388K +2,115 New
GT
291
Glenmede Trust
Pennsylvania
$384K -$22.7K -124 -6%
HIS
292
Harvest Investment Services
Illinois
$370K +$370K +2,020 New
FMBTD
293
First Midwest Bank Trust Division
Illinois
$361K -$13.6K -74 -4%
BPA
294
Beacon Pointe Advisors
California
$359K +$75.7K +413 +27%
IRF
295
IBM Retirement Fund
New York
$350K -$44.8K -244 -11%
PAA
296
Peregrine Asset Advisers
Oregon
$328K -$13.7K -75 -4%
AWM
297
Altium Wealth Management
New York
$328K -$2.75K -15 -0.8%
TC
298
TownSquare Capital
Utah
$328K +$328K +1,706 New
Rafferty Asset Management
299
Rafferty Asset Management
New York
$326K -$149K -809 -31%
FMT
300
First Mercantile Trust
Tennessee
$322K -$78.9K -430 -20%
10 11
12
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