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FIVE9
FIVN

Overview Fund Activity

389 hedge funds and large institutions have $10.3B invested in FIVE9 in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
6.85%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
55
Increased
134
Reduced
155
Closed
63
Calls
$71.2M
Puts
$140M
Net Calls
-$69.2M
Net Calls Change
-$103M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$140M
2
FAM
Fred Alger Management
New York
+$88.2M
3
BlackRock
BlackRock
New York
+$70.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66M
5
CMG
Cavalry Management Group
California
+$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.4M
4
RP
Riverbridge Partners
Minnesota
-$47.7M
5
NAMA
Nikko Asset Management Americas
New York
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
301
SVB Wealth
Massachusetts
$314K +$314K +2,007 New
PP
302
Paloma Partners
Connecticut
$308K +$308K +1,970 New
PAA
303
Peregrine Asset Advisers
Oregon
$292K +$292K +1,865 New
UCFA
304
United Capital Financial Advisors
Texas
$287K -$44.3K -284 -13%
AWM
305
Altium Wealth Management
New York
$282K – – –
GC
306
Gilbert & Cook
Iowa
$278K +$86.9K +556 +45%
PAM
307
Premier Asset Management
Illinois
$276K +$58.4K +374 +27%
PAM
308
Paradigm Asset Management
New York
$266K -$31.3K -200 -11%
CAM
309
Concorde Asset Management
Michigan
$254K -$809K -5,176 -76%
GC
310
Guggenheim Capital
Illinois
$246K -$47.4K -303 -16%
VPIM
311
Vanguard Personalized Indexing Management
California
$244K +$244K +1,563 New
DekaBank Deutsche Girozentrale
312
DekaBank Deutsche Girozentrale
Germany
$242K +$242K +1,600 New
BPA
313
Beacon Pointe Advisors
California
$241K – – –
OC
314
Oppenheimer & Co
New York
$235K +$26.9K +172 +13%
Two Sigma Advisers
315
Two Sigma Advisers
New York
$234K +$234K +1,500 New
OFS
316
OneAscent Financial Services
Alabama
$233K +$37.3K +239 +19%
BAM
317
Belpointe Asset Management
Nevada
$223K +$97.3K +621 +77%
TI
318
Tidal Investments
Wisconsin
$222K +$222K +1,423 New
CA
319
Cetera Advisors
Colorado
$221K -$7.81K -50 -3%
SFS
320
Sowell Financial Services
Arkansas
$216K +$24.8K +148 +13%
LFAS
321
Level Four Advisory Services
Texas
$215K +$215K +1,377 New
CIAS
322
Capital Investment Advisory Services
North Carolina
$211K – – –
BCM
323
Bienville Capital Management
New York
$203K -$187K -1,200 -48%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$203K -$96.2K -616 -32%
MOS
325
MGO One Seven
Ohio
$202K -$206K -1,318 -50%
11 12
13
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