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FIVE9
FIVN

Overview Fund Activity

402 hedge funds and large institutions have $11.5B invested in FIVE9 in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 123 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+41
Holders Change %
+11.36%
% of All Funds
7.13%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
82
Increased
123
Reduced
162
Closed
37
Calls
$71M
Puts
$37.1M
Net Calls
+$33.9M
Net Calls Change
+$24.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$116M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$127M
4
WRCM
Whale Rock Capital Management
Massachusetts
$559M
5
CTA
Carillon Tower Advisers
Florida
$71.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$222M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.7M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$205M
4
Holocene Advisors
Holocene Advisors
New York
$17.7M
5
DKCM
Davidson Kempner Capital Management
New York
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
351
Capital Asset Advisory Services
Michigan
$45K +$45K +260 New
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
S
353
SignatureFD
Georgia
$36K +$23.3K +132 +183%
T
354
TOBAM
France
$35K -$17.5K -100 -33%
PWM
355
Perigon Wealth Management
California
$32K +$32K +185 New
TWA
356
TCI Wealth Advisors
Arizona
$31K – – –
SOADOR
357
State of Alaska Department of Revenue
Alaska
$30K +$30K +177 New
Acadian Asset Management
358
Acadian Asset Management
Massachusetts
$29K +$29K +164 New
FC
359
FORA Capital
Florida
$29K +$29K +166 New
EWM
360
Endurance Wealth Management
Rhode Island
$24K – – –
PA
361
Parallel Advisors
California
$23K +$19.9K +115 +639%
VFA
362
Valeo Financial Advisors
Indiana
$21K -$59.8K -350 -74%
VCM
363
Versant Capital Management
Arizona
$19K – – –
HNB
364
Huntington National Bank
Ohio
$17K -$30.2K -169 -64%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
AFS
366
Annapolis Financial Services
Maryland
$17K +$17K +100 New
IAIM
367
International Assets Investment Management
Florida
$14K +$14K +82 New
EI
368
Ellevest Inc
New York
$13K +$13K +75 New
TCWA
369
Ten Capital Wealth Advisors
Washington
$12K +$12K +70 New
LWCFA
370
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
RMC
371
Resources Management Corp
Connecticut
$10K +$10K +56 New
VAIA
372
Virtus Alternative Investment Advisers
Connecticut
$8K -$7.82K -43 -49%
SL
373
Savior LLC
Massachusetts
$8K – – –
BCA
374
Berman Capital Advisors
Georgia
$8K +$2.33K +14 +41%
PFBT
375
Parkside Financial Bank & Trust
Missouri
$7K – – –
13 14
15
16 17