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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 %
UCFA
301
United Capital Financial Advisors
Texas
$315K -$22K -120 -7%
BAM
302
Blueshift Asset Management
New Jersey
$306K -$818K -4,469 -73%
Los Angeles Capital Management
303
Los Angeles Capital Management
California
$290K -$319K -1,738 -52%
LFAS
304
Level Four Advisory Services
Texas
$279K +$26.7K +146 +11%
OC
305
Oppenheimer & Co
New York
$277K +$2.02K +11 +0.7%
PAM
306
Paradigm Asset Management
New York
$275K -$36.7K -200 -12%
SC
307
Shay Capital
New York
$275K +$275K +1,500 New
XT
308
XTX Topco
Cayman Islands
$270K -$162K -884 -38%
VI
309
Versor Investments
New York
$256K +$256K +1,394 New
PP
310
Paloma Partners
Connecticut
$248K -$113K -615 -31%
BAM
311
Belpointe Asset Management
Nevada
$248K -$12.8K -70 -5%
CIAS
312
Capital Investment Advisory Services
North Carolina
$248K – – –
MOS
313
MGO One Seven
Ohio
$240K +$2.75K +15 +1%
BCI
314
Brinker Capital Investments
Pennsylvania
$240K +$240K +1,309 New
RAM
315
Roanoke Asset Management
New Jersey
$238K +$238K +1,300 New
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$235K -$3.11K -17 -1%
HR
317
Hardy Reed
Mississippi
$233K +$233K +1,270 New
Verition Fund Management
318
Verition Fund Management
Connecticut
$233K +$233K +1,271 New
GA
319
Greytown Advisors
Florida
$233K +$233K +1,272 New
FP
320
Foundry Partners
Minnesota
$226K +$226K +1,235 New
GC
321
Guggenheim Capital
Illinois
$223K -$65.7K -358 -23%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$222K – – –
WFI
323
West Family Investments
California
$219K +$219K +1,193 New
RJT
324
Raymond James Trust
Florida
$219K +$219K +1,195 New
NFG
325
Next Financial Group
Texas
$215K -$18.9K -103 -8%
11 12
13
14 15