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FIVE9
FIVN

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$913M
2
WRCM
Whale Rock Capital Management
Massachusetts
$236M
3
Invesco
Invesco
Georgia
$160M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$200M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$59.9M

Top Sellers

1
SCH
Sylebra Capital (HK)
Hong Kong
$25.3M
2
BlackRock
BlackRock
New York
$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$188M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
State Street
State Street
Massachusetts
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
326
Cornerstone Advisors (Washington)
Washington
$6K +$6K +54 New
PFBT
327
Parkside Financial Bank & Trust
Missouri
$5K – – –
SL
328
Savior LLC
Massachusetts
$5K – – –
BCA
329
Berman Capital Advisors
Georgia
$3K +$1.06K +12 +55%
AII
330
AGF Investments Inc
Ontario, Canada
$3K +$3K +27 New
S
331
SignatureFD
Georgia
$3K +$3K +29 New
CFA
332
Carroll Financial Associates
North Carolina
$3K +$3K +35 New
WT
333
Washington Trust
Rhode Island
$2K +$2K +20 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$2K +$2K +20 New
ABC
335
Associated Banc-Corp
Wisconsin
$2K +$2K +21 New
HIA
336
Harbor Investment Advisory
Maryland
$2K +$2K +21 New
TFO
337
Tarbox Family Office
California
$1K – – –
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
JCM
339
Jacobi Capital Management
Pennsylvania
$1K +$1K +8 New
JG
340
Jefferies Group
New York
$230 +$230 +2,082 New
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
– -$87.5M -1,169,100 Closed
PC
342
Polar Capital
United Kingdom
– -$30.3M -395,654 Closed
HRCM
343
Hood River Capital Management
Florida
– -$16.7M -218,251 Closed
Point72 Asset Management
344
Point72 Asset Management
Connecticut
– -$10.9M -142,942 Closed
SHCM
345
Shelter Haven Capital Management
New Jersey
– -$8.95M -117,070 Closed
HAM
346
Honeycomb Asset Management
New York
– -$7.68M -100,500 Closed
MPAM
347
Monarch Partners Asset Management
Massachusetts
– -$6.18M -80,780 Closed
MAP
348
Moody Aldrich Partners
Massachusetts
– -$6.07M -79,318 Closed
SCM
349
SG Capital Management
Illinois
– -$2.65M -34,684 Closed
GLAM
350
Gardner Lewis Asset Management
Pennsylvania
– -$2.56M -33,496 Closed
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