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FIVE9
FIVN

Overview Fund Activity

399 hedge funds and large institutions have $10.4B invested in FIVE9 in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+76.47%
% of All Funds
0.53%
New
108
Increased
117
Reduced
126
Closed
102
Calls
$1.05B
Puts
$377M
Net Calls
+$676M
Net Calls Change
+$706M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
$199M
2
HI
HBK Investments
Texas
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$190M
4
CM
Corvex Management
New York
$137M
5
SCM
Segantii Capital Management
Hong Kong
$135M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
WA
Wasatch Advisors
Utah
$64.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$8.79M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
276
Truist Financial
North Carolina
$596K -$562K -3,521 -49%
PFO
277
Pathstone Family Office
New Jersey
$574K -$44.2K -277 -7%
KAS
278
Kemnay Advisory Services
New York
$569K +$569K +3,561 New
ProShare Advisors
279
ProShare Advisors
Maryland
$568K -$19K -119 -3%
Canada Life
280
Canada Life
Manitoba, Canada
$559K -$11.4M -71,066 -95%
CSS
281
Cubist Systematic Strategies
Connecticut
$553K -$5.05M -31,629 -90%
AQR Capital Management
282
AQR Capital Management
Connecticut
$549K -$1.27M -7,953 -70%
AIL
283
AGF Investments LLC
Ontario, Canada
$530K -$17.1K -107 -3%
CAN
284
Cetera Advisor Networks
California
$525K +$72.3K +452 +16%
CWM
285
Concentric Wealth Management
California
$521K – – –
SHGA
286
Sand Hill Global Advisors
California
$515K -$5.59K -35 -1%
WG
287
Winton Group
United Kingdom
$507K +$507K +3,173 New
EWA
288
Encompass Wealth Advisors
Oregon
$487K – – –
MCM
289
MAI Capital Management
Ohio
$480K -$13.1K -82 -3%
Skandinaviska Enskilda Banken (SEB)
290
Skandinaviska Enskilda Banken (SEB)
Sweden
$479K +$479K +3,000 New
KBC Group
291
KBC Group
Belgium
$473K +$473K +2,960 New
RJFSA
292
Raymond James Financial Services Advisors
Florida
$459K -$213K -1,334 -32%
SCA
293
Spearhead Capital Advisors
Florida
$434K +$19.8K +124 +5%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$425K +$36.2K +227 +9%
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$415K +$15.6K +98 +4%
Prudential Financial
296
Prudential Financial
New Jersey
$394K -$46.9K -268 -11%
OAM
297
Oppenheimer Asset Management
New York
$385K -$2.22M -13,884 -85%
ACI
298
AMP Capital Investors
Australia
$381K +$381K +2,385 New
TC
299
TownSquare Capital
Utah
$380K +$107K +670 +39%
GI
300
GAMCO Investors
Connecticut
$367K +$367K +2,300 New
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