396 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
Holders
396
Holders Change
+7
Holders Change %
+1.8%
% 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
Shares
Change %
WA
326
Wealth Architects
California
$213K +$213K +1,160 New
OIA
327
Optimum Investment Advisors
Illinois
$183K
ETC
328
Exchange Traded Concepts
Oklahoma
$180K -$857K -4,684 -83%
AII
329
AGF Investments Inc
Ontario, Canada
$178K +$7.34K +40 +4%
HIIFS
330
Harel Insurance Investments & Financial Services
Israel
$167K -$290K -1,578 -63%
Acadian Asset Management
331
Acadian Asset Management
Massachusetts
$157K +$157K +860 New
FA
332
Friess Associates
Delaware
$141K +$141K +769 New
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$135K +$35.7K +195 +36%
HWMA
334
Heritage Wealth Management (Arizona)
Arizona
$109K -$22.9K -125 -17%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$96K +$49.1K +269 +105%
ST
336
Sageworth Trust
Pennsylvania
$92K
T
337
TOBAM
France
$92K +$55.2K +300 +150%
SOW
338
State of Wyoming
Wyoming
$90K +$54.4K +298 +153%
S
339
SignatureFD
Georgia
$86K +$5.84K +32 +7%
CFB
340
Cullen/Frost Bankers
Texas
$73K -$18.3K -100 -20%
PCG
341
Private Capital Group
Connecticut
$73K
MIFH
342
Migdal Insurance & Financial Holdings
Israel
$72K -$34.2K -185 -32%
NFSG
343
Newbridge Financial Services Group
Florida
$65K +$1.47K +8 +2%
PCH
344
Polar Capital Holdings
United Kingdom
$62.4K +$62.4K +340,000 New
BCA
345
Berman Capital Advisors
Georgia
$59K +$48.4K +268 +454%
AWM
346
AllSquare Wealth Management
New York
$52K
FC
347
FORA Capital
Florida
$48K -$59.1K -320 -55%
PMFA
348
Plante Moran Financial Advisors
Michigan
$47K
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$45K -$1.08M -5,993 -96%
KTC
350
Kistler-Tiffany Companies
Pennsylvania
$44K