341 hedge funds and large institutions have $7.27B invested in FIVE9 in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+53
Holders Change %
+18.4%
% of All Funds
7.01%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.41%
New
90
Increased
82
Reduced
144
Closed
36
Calls
$50.8M
Puts
$50.4M
Net Calls
+$461K
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
301
Sowell Financial Services
Arkansas
$90K -$53K -477 -37%
PCG
302
Private Capital Group
Connecticut
$81K -$40.6K -366 -33%
NICM
303
Neo Ivy Capital Management
New York
$53K +$53K +480 New
FHA
304
First Horizon Advisors
Tennessee
$51K -$7.02K -63 -12%
VFA
305
Valeo Financial Advisors
Indiana
$42K +$4.94K +45 +13%
WAM
306
Wolverine Asset Management
Illinois
$40K +$40K +366 New
CAN
307
Cetera Advisor Networks
California
$39K +$39K +350 New
AS
308
Altshuler Shaham
Israel
$35K +$35K +317 New
HNB
309
Huntington National Bank
Ohio
$34K +$34K +306 New
KTC
310
Kistler-Tiffany Companies
Pennsylvania
$26K
PA
311
Procyon Advisors
Connecticut
$19K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$17K
VAIA
313
Virtus Alternative Investment Advisers
Connecticut
$16K +$16K +146 New
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$14K +$14K +128 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$12K
VCM
316
Versant Capital Management
Arizona
$12K +$319 +3 +3%
PIMG
317
Patriot Investment Management Group
Tennessee
$11.1K +$11.1K +100 New
SPIA
318
Steward Partners Investment Advisory
New York
$11K +$11K +100 New
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$9K -$45K -400 -83%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$9K -$6.96K -65 -44%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +78 New
GWMIA
322
Global Wealth Management Investment Advisory
Florida
$8K -$2.67K -25 -25%
CTC
323
Central Trust Company
Missouri
$7K -$2.33K -20 -25%
IA
324
IFP Advisors
Florida
$6K -$750 -6 -11%
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K