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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 %
GWSG
376
GPS Wealth Strategies Group
Colorado
$3K +$3K +22 New
HI
377
Hudock Inc
Pennsylvania
$2K – – –
CA
378
Clearstead Advisors
Ohio
$2K – – –
TFO
379
Tarbox Family Office
California
$2K – – –
AWA
380
Arkadios Wealth Advisors
Georgia
$2K – – –
MWP
381
Meridian Wealth Partners
Pennsylvania
$2K +$2K +13 New
EW
382
Evoke Wealth
California
$2K +$2K +15 New
NC
383
NewSquare Capital
Pennsylvania
$1K -$2.78M -16,688 -100%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$1K -$4.43K -31 -82%
HPC
385
HM Payson & Co
Maine
$1K – – –
BWM
386
BerganKDV Wealth Management
Minnesota
$1K +$1K +4 New
HI
387
Harbour Investments
Wisconsin
$1K +$1K +6 New
AIG
388
American International Group
New York
$216 -$26 -166 -11%
NAMA
389
Nikko Asset Management Americas
New York
– -$47.5M -272,635 Closed
TCP
390
ThornTree Capital Partners
Massachusetts
– -$24.2M -138,802 Closed
CCP
391
Clough Capital Partners
Massachusetts
– -$9.98M -57,250 Closed
PI
392
Putnam Investments
Massachusetts
– -$9.03M -51,750 Closed
Public Sector Pension Investment Board (PSP Investments)
393
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$7.15M -41,000 Closed
CLCM
394
Center Lake Capital Management
Florida
– -$4.56M -26,150 Closed
CIBC World Market
395
CIBC World Market
Ontario, Canada
– -$4.13M -23,650 Closed
E
396
Ergoteles
New York
– -$2.66M -15,269 Closed
CI
397
Clal Insurance
Israel
– -$2.05M -12,590 Closed
FP
398
Foundry Partners
Minnesota
– -$2.16M -12,383 Closed
DWA
399
Dorsey Wright & Associates
California
– -$2.07M -11,892 Closed
HSBC Holdings
400
HSBC Holdings
United Kingdom
– -$1.79M -10,393 Closed
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