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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 %
SOW
351
State of Wyoming
Wyoming
$30K +$30K +195 New
PA
352
Parallel Advisors
California
$28K +$6.84K +43 +32%
SI
353
Stephens Inc
Arkansas
$25K -$208K -1,324 -89%
EWM
354
Endurance Wealth Management
Rhode Island
$22K – – –
QCG
355
Quadrant Capital Group
Ohio
$22K +$17.7K +112 +415%
VCM
356
Versant Capital Management
Arizona
$18K – – –
GWS
357
Glassman Wealth Services
Virginia
$18K +$16.4K +104 +1,040%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
NG
359
NWK Group
California
$16K -$3.02M -19,804 -99%
LC
360
Lindbrook Capital
California
$15K +$8.78K +55 +141%
VFA
361
Valeo Financial Advisors
Indiana
$14K -$5.57K -35 -28%
IAIM
362
International Assets Investment Management
Florida
$14K – – –
ACM
363
Allred Capital Management
Texas
$13.6K +$13.6K +87 New
RMC
364
Resources Management Corp
Connecticut
$9K – – –
BCA
365
Berman Capital Advisors
Georgia
$9K +$1.68K +11 +23%
JCM
366
Jacobi Capital Management
Pennsylvania
$8K +$5.33K +34 +200%
SL
367
Savior LLC
Massachusetts
$7K – – –
FF
368
FourThought Financial
Florida
$6K – – –
EARNEST Partners
369
EARNEST Partners
Georgia
$6K – – –
APA
370
American Portfolios Advisors
New York
$5.16K – – –
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$806 -5 -14%
MIM
372
Macroview Investment Management
Maryland
$4K +$500 +3 +14%
MAM
373
Meeder Asset Management
Ohio
$4K +$615 +4 +18%
GRP
374
Global Retirement Partners
California
$3K +$1.58K +10 +111%
SWM
375
Spire Wealth Management
Virginia
$3K +$3K +16 New
13 14
15
16 17