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 %
GWM
351
Geneos Wealth Management
Colorado
$41K +$41K +220 New
FHA
352
First Horizon Advisors
Tennessee
$37K -$3.04K -17 -8%
TWA
353
TCI Wealth Advisors
Arizona
$36K -$8.5K -47 -19%
HNB
354
Huntington National Bank
Ohio
$35K
QCG
355
Quadrant Capital Group
Ohio
$35K +$9.26K +50 +36%
HFM
356
Harvest Fund Management
China
$31K -$115K -623 -79%
PA
357
Parallel Advisors
California
$31K -$1.48K -8 -5%
TRCT
358
Tower Research Capital (TRC)
New York
$29K -$388K -2,114 -93%
SI
359
Stephens Inc
Arkansas
$26K -$3.11K -17 -11%
EWM
360
Endurance Wealth Management
Rhode Island
$25K
GWS
361
Glassman Wealth Services
Virginia
$24K +$2.95K +16 +14%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$17K
EI
363
Ellevest Inc
New York
$15K -$22.5K -120 -60%
JCM
364
Jacobi Capital Management
Pennsylvania
$13K +$3.92K +22 +43%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$12K +68 New
LC
366
Lindbrook Capital
California
$11K -$6.53K -35 -37%
GRP
367
Global Retirement Partners
California
$11K +$7.63K +43 +226%
VCM
368
Versant Capital Management
Arizona
$10K -$10.2K -57 -50%
RMC
369
Resources Management Corp
Connecticut
$10K
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$4.15K +22 +71%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
371
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K -$27.8M -151,151 -100%
HPC
372
HM Payson & Co
Maine
$9K +$8.04K +42 +840%
EARNEST Partners
373
EARNEST Partners
Georgia
$8K
FF
374
FourThought Financial
Florida
$7K
APA
375
American Portfolios Advisors
New York
$6.05K