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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
$336M
2
FAM
Fred Alger Management
New York
$131M
3
BlackRock
BlackRock
New York
$636M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$250M
5
CMG
Cavalry Management Group
California
$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M
4
RP
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
326
Next Financial Group
Texas
$199K +$47.6K +305 +31%
EDRH
327
Edmond de Rothschild Holding
Switzerland
$189K +$189K +1,212 New
OIA
328
Optimum Investment Advisors
Illinois
$156K -$31.2K -200 -17%
AII
329
AGF Investments Inc
Ontario, Canada
$145K -$70.8K -454 -33%
HFM
330
Harvest Fund Management
China
$123K – – –
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$113K +$113K +720 New
FC
332
FORA Capital
Florida
$91K +$65K +414 +249%
MIFH
333
Migdal Insurance & Financial Holdings
Israel
$90K -$40.9K -261 -31%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$85K -$2.04K -13 -2%
CFB
335
Cullen/Frost Bankers
Texas
$78K – – –
ST
336
Sageworth Trust
Pennsylvania
$78K +$78K +502 New
S
337
SignatureFD
Georgia
$69K +$36.9K +235 +115%
PCG
338
Private Capital Group
Connecticut
$62K +$8.86K +57 +17%
NFSG
339
Newbridge Financial Services Group
Florida
$54K -$13.8K -88 -20%
PWA
340
Phoenix Wealth Advisors
North Carolina
$45K – – –
AWM
341
AllSquare Wealth Management
New York
$45K +$45K +285 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$40K – – –
SOADOR
343
State of Alaska Department of Revenue
Alaska
$40K +$12.5K +80 +45%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$39K +$39K +250 New
TWA
345
TCI Wealth Advisors
Arizona
$38K +$10.8K +70 +40%
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
FHA
347
First Horizon Advisors
Tennessee
$34K -$23.8K -157 -41%
T
348
TOBAM
France
$31K – – –
EI
349
Ellevest Inc
New York
$31K +$19.4K +125 +167%
HNB
350
Huntington National Bank
Ohio
$30K +$15.2K +97 +102%
12 13
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