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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 %
KeyBank National Association
301
KeyBank National Association
Ohio
$364K -$75.4K -472 -17%
CM
302
Castleark Management
Illinois
$355K -$702K -4,395 -66%
CA
303
CastleArk Alternatives
Illinois
$355K +$355K +2,223 New
SPIA
304
Steward Partners Investment Advisory
New York
$351K – – –
GCP
305
GSA Capital Partners
United Kingdom
$344K +$344K +2,153 New
Holocene Advisors
306
Holocene Advisors
New York
$343K -$24M -150,137 -99%
MYIA
307
Mount Yale Investment Advisors
Colorado
$340K +$1.76K +11 +0.5%
Los Angeles Capital Management
308
Los Angeles Capital Management
California
$321K +$68.6K +429 +27%
Schroder Investment Management Group
309
Schroder Investment Management Group
United Kingdom
$316K -$527K -3,309 -63%
IRF
310
IBM Retirement Fund
New York
$305K – – –
FTCM
311
First Trust Capital Management
Illinois
$301K +$301K +1,884 New
PC
312
Provenire Capital
Minnesota
$299K +$299K +1,870 New
TI
313
Telemetry Investments
New York
$288K +$288K +1,800 New
Rafferty Asset Management
314
Rafferty Asset Management
New York
$282K -$1.76K -11 -0.6%
UCFA
315
United Capital Financial Advisors
Texas
$275K – – –
BC
316
Bridgefront Capital
Texas
$261K +$261K +1,636 New
PAA
317
Peregrine Asset Advisers
Oregon
$258K -$28K -175 -10%
OC
318
Oppenheimer & Co
New York
$256K +$14.8K +93 +6%
BCI
319
Brinker Capital Investments
Pennsylvania
$240K – – –
MS
320
Maven Securities
Jersey
$240K +$240K +1,500 New
PAM
321
Paradigm Asset Management
New York
$224K -$16K -100 -7%
IC
322
IEQ Capital
California
$220K +$220K +1,372 New
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$219K -$130K -813 -37%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$211K -$179K -1,120 -46%
AIG
325
American International Group
New York
$209K -$15.9K -100 -7%
11 12
13
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