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397 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

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $10.3B → $12.2B (+$1.9B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 390397 (+7)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 145

0.87% more ownership

Funds ownership: 99.17%100.03% (+0.87%)

25% less call options, than puts

Call options by funds: $92.6M | Put options by funds: $123M

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wealth Architects
California
$213K +$200K +1,160 New
OIA
327
Optimum Investment Advisors
Illinois
$183K
ETC
328
Exchange Traded Concepts
Oklahoma
$180K -$807K -4,684 -83%
AII
329
AGF Investments Inc
Ontario, Canada
$178K +$6.89K +40 +4%
HIIFS
330
Harel Insurance Investments & Financial Services
Israel
$167K -$272K -1,578 -63%
Acadian Asset Management
331
Acadian Asset Management
Massachusetts
$157K +$148K +860 New
FA
332
Friess Associates
Delaware
$141K +$133K +769 New
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$135K +$33.6K +195 +36%
LSA
334
Leonteq Securities AG
Switzerland
$110K
HWMA
335
Heritage Wealth Management (Arizona)
Arizona
$109K -$21.5K -125 -17%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$96K +$46.4K +269 +105%
ST
337
Sageworth Trust
Pennsylvania
$92K
T
338
TOBAM
France
$92K +$51.7K +300 +150%
SOW
339
State of Wyoming
Wyoming
$90K +$51.4K +298 +153%
S
340
SignatureFD
Georgia
$86K +$5.52K +32 +7%
CFB
341
Cullen/Frost Bankers
Texas
$73K -$17.2K -100 -20%
PCG
342
Private Capital Group
Connecticut
$73K
MIFH
343
Migdal Insurance & Financial Holdings
Israel
$72K -$31.9K -185 -32%
NFSG
344
Newbridge Financial Services Group
Florida
$65K +$1.38K +8 +2%
PCH
345
Polar Capital Holdings
United Kingdom
$62.4K +$58.6M +340,000 New
BCA
346
Berman Capital Advisors
Georgia
$59K +$46.2K +268 +454%
AWM
347
AllSquare Wealth Management
New York
$52K
FC
348
FORA Capital
Florida
$48K -$55.2K -320 -55%
PMFA
349
Plante Moran Financial Advisors
Michigan
$47K
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$45K -$1.03M -5,993 -96%