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397 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

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $10.3B → $12.2B (+$1.9B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 390397 (+7)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 145

0.87% more ownership

Funds ownership: 99.17%100.03% (+0.87%)

25% less call options, than puts

Call options by funds: $92.6M | Put options by funds: $123M

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% 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
Change in
Stake
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$44K
GWM
352
Geneos Wealth Management
Colorado
$41K +$37.9K +220 New
FHA
353
First Horizon Advisors
Tennessee
$37K -$2.93K -17 -8%
TWA
354
TCI Wealth Advisors
Arizona
$36K -$8.1K -47 -19%
HNB
355
Huntington National Bank
Ohio
$35K
QCG
356
Quadrant Capital Group
Ohio
$35K +$8.62K +50 +36%
HFM
357
Harvest Fund Management
China
$31K -$107K -623 -79%
PA
358
Parallel Advisors
California
$31K -$1.38K -8 -5%
TRCT
359
Tower Research Capital (TRC)
New York
$29K -$364K -2,114 -93%
SI
360
Stephens Inc
Arkansas
$26K -$2.93K -17 -11%
EWM
361
Endurance Wealth Management
Rhode Island
$25K
GWS
362
Glassman Wealth Services
Virginia
$24K +$2.76K +16 +14%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$17K
EI
364
Ellevest Inc
New York
$15K -$20.7K -120 -60%
JCM
365
Jacobi Capital Management
Pennsylvania
$13K +$3.79K +22 +43%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$11.7K +68 New
LC
367
Lindbrook Capital
California
$11K -$6.03K -35 -37%
GRP
368
Global Retirement Partners
California
$11K +$7.41K +43 +226%
VCM
369
Versant Capital Management
Arizona
$10K -$9.83K -57 -50%
RMC
370
Resources Management Corp
Connecticut
$10K
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$3.79K +22 +71%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
372
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K -$26.1M -151,151 -100%
HPC
373
HM Payson & Co
Maine
$9K +$7.24K +42 +840%
EARNEST Partners
374
EARNEST Partners
Georgia
$8K
FF
375
FourThought Financial
Florida
$7K