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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 %
NFSG
351
Newbridge Financial Services Group
Florida
$56K – – –
PWA
352
Phoenix Wealth Advisors
North Carolina
$54K -$627K -3,904 -92%
NICM
353
Neo Ivy Capital Management
New York
$53K +$53K +480 New
AWM
354
AllSquare Wealth Management
New York
$46K – – –
PA
355
Parallel Advisors
California
$45K +$18.4K +116 +69%
Fuller & Thaler Asset Management
356
Fuller & Thaler Asset Management
California
$41K -$9.89M -61,502 -100%
PMFA
357
Plante Moran Financial Advisors
Michigan
$41K – – –
Rockefeller Capital Management
358
Rockefeller Capital Management
New York
$40K +$474 +3 +1%
AAM
359
Advisors Asset Management
Colorado
$40K +$40K +251 New
KTC
360
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
GWM
361
Geneos Wealth Management
Colorado
$36K – – –
EI
362
Ellevest Inc
New York
$35K +$22.3K +141 +176%
TWA
363
TCI Wealth Advisors
Arizona
$32K – – –
HNB
364
Huntington National Bank
Ohio
$32K +$1.28K +8 +4%
QCG
365
Quadrant Capital Group
Ohio
$32K +$2.21K +14 +7%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$25K -$482K -3,010 -95%
EWM
367
Endurance Wealth Management
Rhode Island
$22K – – –
GWS
368
Glassman Wealth Services
Virginia
$21K -$163 -1 -0.8%
GRP
369
Global Retirement Partners
California
$16K +$6.18K +39 +63%
LWCFA
370
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K +$4.03K +25 +37%
VCM
371
Versant Capital Management
Arizona
$15K +$6.16K +39 +70%
RMC
372
Resources Management Corp
Connecticut
$9K – – –
FHA
373
First Horizon Advisors
Tennessee
$7K -$20.9K -155 -75%
EARNEST Partners
374
EARNEST Partners
Georgia
$7K – – –
APA
375
American Portfolios Advisors
New York
$5.27K – – –
13 14
15
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