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FIVE9
FIVN

Overview Fund Activity

361 hedge funds and large institutions have $8.45B invested in FIVE9 in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+20
Holders Change %
+5.87%
% of All Funds
7.3%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.34%
New
64
Increased
111
Reduced
151
Closed
43
Calls
$81.1M
Puts
$71.9M
Net Calls
+$9.21M
Net Calls Change
+$8.75M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$172M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$83.6M
3
EAM
Eagle Asset Management
Florida
+$68.8M
4
DKCM
Davidson Kempner Capital Management
New York
+$56.8M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$51.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.5M
2
GIP
Granite Investment Partners
California
-$50M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$42.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
301
RBC Europe
United Kingdom
$149K – – –
PFS
302
Prospera Financial Services
Texas
$132K +$132K +1,021 New
OIA
303
Optimum Investment Advisors
Illinois
$130K – – –
CIA
304
CSat Investment Advisory
Michigan
$123K +$15.1K +116 +14%
PHK
305
Point72 Hong Kong
Hong Kong
$116K -$728K -5,602 -86%
NFG
306
Next Financial Group
Texas
$96K +$96K +741 New
TRCT
307
Tower Research Capital (TRC)
New York
$82K -$970K -7,509 -92%
PCG
308
Private Capital Group
Connecticut
$78K -$16.7K -129 -18%
CFB
309
Cullen/Frost Bankers
Texas
$78K +$78K +600 New
VFA
310
Valeo Financial Advisors
Indiana
$61K +$11.6K +90 +23%
FHA
311
First Horizon Advisors
Tennessee
$57K -$2.74K -21 -5%
AS
312
Altshuler Shaham
Israel
$51K +$9.86K +76 +24%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K +$47.5K +366 New
T
314
TOBAM
France
$39K +$39K +300 New
HNB
315
Huntington National Bank
Ohio
$34K -$5.41K -42 -14%
PMFA
316
Plante Moran Financial Advisors
Michigan
$33K +$19.3K +150 +142%
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
Millennium Management
318
Millennium Management
New York
$28K -$41.4K -319,530 -60%
TWA
319
TCI Wealth Advisors
Arizona
$23K +$23K +176 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$19K +$2.68K +21 +16%
RWA
321
Ropes Wealth Advisors
Massachusetts
$19K +$19K +145 New
EWM
322
Endurance Wealth Management
Rhode Island
$18K +$18K +140 New
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
VCM
324
Versant Capital Management
Arizona
$14K – – –
VAIA
325
Virtus Alternative Investment Advisers
Connecticut
$11K -$7.46K -59 -40%
11 12
13
14 15