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FIVE9
FIVN

Overview Fund Activity

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

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$425M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$523M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$440M
4
Franklin Resources
4
Franklin Resources
California
$80.5M
5
State Street
5
State Street
Massachusetts
$184M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$139M
2
Invesco
2
Invesco
Georgia
$292M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M
5
CMG
5
Cavalry Management Group
California
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
376
West Paces Advisors
Georgia
$5.14K +$5.14K +28 New
MAM
377
Meeder Asset Management
Ohio
$5K – – –
MCM
378
Manchester Capital Management
Vermont
$5K +$5K +25 New
GWSG
379
GPS Wealth Strategies Group
Colorado
$4K – – –
MIM
380
Macroview Investment Management
Maryland
$4K – – –
SWM
381
Spire Wealth Management
Virginia
$3K – – –
EW
382
Evoke Wealth
California
$3K – – –
CA
383
Clearstead Advisors
Ohio
$2K – – –
TFO
384
Tarbox Family Office
California
$2K – – –
AWA
385
Arkadios Wealth Advisors
Georgia
$2K – – –
HI
386
Hudock Inc
Pennsylvania
$2K – – –
PFBT
387
Parkside Financial Bank & Trust
Missouri
$2K +$833 +5 +71%
LF
388
Lee Financial
Texas
$2K +$2K +10 New
MF
389
Magnetar Financial
Illinois
$1.05K +$1.05K +5,696 New
HI
390
Harbour Investments
Wisconsin
$1K – – –
NC
391
NewSquare Capital
Pennsylvania
$1K – – –
HWM
392
Holloway Wealth Management
Florida
$1K – – –
BWM
393
BerganKDV Wealth Management
Minnesota
$1K +$200 +1 +25%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +6 New
PGWM
395
Parisi Gray Wealth Management
New Jersey
$1K +$1K +7 New
AIG
396
American International Group
New York
$259 +$5 +27 +2%
Sumitomo Mitsui Trust Group
397
Sumitomo Mitsui Trust Group
Japan
– -$41.6M -266,348 Closed
GLA
398
Great Lakes Advisors
Illinois
– -$17.5M -111,679 Closed
Janus Henderson Group
399
Janus Henderson Group
United Kingdom
– -$9.18M -58,688 Closed
RA
400
Royce & Associates
New York
– -$6.71M -42,918 Closed
14 15
16
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