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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
$1.24B
2
WRCM
Whale Rock Capital Management
Massachusetts
$360M
3
EAM
Eagle Asset Management
Florida
$82.4M
4
DKCM
Davidson Kempner Capital Management
New York
$56.8M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$352M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$164M
2
GIP
Granite Investment Partners
California
$7.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.85M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$11K +$537 +4 +5%
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$10K – – –
NFSG
328
Newbridge Financial Services Group
Florida
$10K +$10K +78 New
FHC
329
First Horizon Corporation
Tennessee
$10K +$10K +82 New
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$9K -$2.46K -18 -21%
S
331
SignatureFD
Georgia
$9K +$5.38K +43 +148%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
FHA
333
Flagship Harbor Advisors
Massachusetts
$8K +$5.54K +45 +225%
CFGS
334
Concourse Financial Group Securities
Alabama
$8K +$8K +62 New
CAW
335
Cornerstone Advisors (Washington)
Washington
$7K – – –
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$6K -$3K -25 -33%
SL
337
Savior LLC
Massachusetts
$6K – – –
PFBT
338
Parkside Financial Bank & Trust
Missouri
$5K -$921 -7 -16%
IA
339
IFP Advisors
Florida
$5K -$854 -7 -15%
EARNEST Partners
340
EARNEST Partners
Georgia
$5K +$5K +41 New
FFA
341
Founders Financial Alliance
North Carolina
$5K +$5K +46 New
CTC
342
Central Trust Company
Missouri
$4K -$4.28K -31 -52%
AII
343
AGF Investments Inc
Ontario, Canada
$4K – – –
BCA
344
Berman Capital Advisors
Georgia
$4K – – –
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4K +31 New
MAM
346
Meeder Asset Management
Ohio
$3K -$311K -2,486 -99%
ABC
347
Associated Banc-Corp
Wisconsin
$3K – – –
APA
348
American Portfolios Advisors
New York
$2.98K -$372K -2,870 -99%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
JCM
350
Jacobi Capital Management
Pennsylvania
$2K +$1K +8 +100%
12 13
14
15 16