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FIVE9
FIVN

Overview Fund Activity

399 hedge funds and large institutions have $10.4B invested in FIVE9 in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+76.47%
% of All Funds
0.53%
New
108
Increased
117
Reduced
126
Closed
102
Calls
$1.05B
Puts
$377M
Net Calls
+$676M
Net Calls Change
+$706M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
$199M
2
HI
HBK Investments
Texas
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$190M
4
CM
Corvex Management
New York
$137M
5
SCM
Segantii Capital Management
Hong Kong
$135M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
WA
Wasatch Advisors
Utah
$64.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$8.79M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
326
Roanoke Asset Management
New Jersey
$208K – – –
Manulife (Manufacturers Life Insurance)
327
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K -$3.47M -21,690 -94%
Lazard Asset Management
328
Lazard Asset Management
New York
$204K +$204K +1,281 New
GA
329
Greytown Advisors
Florida
$203K – – –
CIAS
330
Capital Investment Advisory Services
North Carolina
$200K -$16K -100 -7%
NFG
331
Next Financial Group
Texas
$200K +$12.8K +80 +7%
EDRH
332
Edmond de Rothschild Holding
Switzerland
$181K -$13K -81 -7%
NIPH
333
NN Investment Partners Holdings
Netherlands
$177K -$1.62M -10,152 -90%
OIA
334
Optimum Investment Advisors
Illinois
$160K – – –
AII
335
AGF Investments Inc
Ontario, Canada
$160K +$4.8K +30 +3%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$148K +$29.7K +185 +25%
HIIFS
337
Harel Insurance Investments & Financial Services
Israel
$143K -$1.75K -11 -1%
Fidelity International
338
Fidelity International
Bermuda
$140K -$2.14M -13,391 -94%
PCH
339
Polar Capital Holdings
United Kingdom
$121K +$66.7K +417,842 +123%
HWMA
340
Heritage Wealth Management (Arizona)
Arizona
$95K – – –
AssetMark Inc
341
AssetMark Inc
California
$95K +$95K +593 New
HFM
342
Harvest Fund Management
China
$90K +$63.4K +401 +239%
MC
343
Maverick Capital
Texas
$89K +$89K +558 New
SOADOR
344
State of Alaska Department of Revenue
Alaska
$80K -$3.99K -25 -5%
ST
345
Sageworth Trust
Pennsylvania
$80K – – –
S
346
SignatureFD
Georgia
$76K +$481 +3 +0.6%
BCA
347
Berman Capital Advisors
Georgia
$70K +$18.9K +121 +37%
CFB
348
Cullen/Frost Bankers
Texas
$64K – – –
MIFH
349
Migdal Insurance & Financial Holdings
Israel
$62K – – –
PCG
350
Private Capital Group
Connecticut
$60K -$3.33K -21 -5%
12 13
14
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