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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
APA
376
American Portfolios Advisors
New York
$6.05K
WPA
377
West Paces Advisors
Georgia
$5.13K +$4.83K +28 New
MAM
378
Meeder Asset Management
Ohio
$5K
MCM
379
Manchester Capital Management
Vermont
$5K +$4.31K +25 New
GWSG
380
GPS Wealth Strategies Group
Colorado
$4K
MIM
381
Macroview Investment Management
Maryland
$4K
EW
382
Evoke Wealth
California
$3K
SWM
383
Spire Wealth Management
Virginia
$3K
AWA
384
Arkadios Wealth Advisors
Georgia
$2K
CA
385
Clearstead Advisors
Ohio
$2K
HI
386
Hudock Inc
Pennsylvania
$2K
TFO
387
Tarbox Family Office
California
$2K
PFBT
388
Parkside Financial Bank & Trust
Missouri
$2K +$862 +5 +71%
LF
389
Lee Financial
Texas
$2K +$1.72K +10 New
MF
390
Magnetar Financial
Illinois
$1.04K +$982K +5,696 New
HI
391
Harbour Investments
Wisconsin
$1K
HWM
392
Holloway Wealth Management
Florida
$1K
NC
393
NewSquare Capital
Pennsylvania
$1K
BWM
394
BerganKDV Wealth Management
Minnesota
$1K +$172 +1 +25%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.03K +6 New
PGWM
396
Parisi Gray Wealth Management
New Jersey
$1K +$1.21K +7 New
AIG
397
American International Group
New York
$259 +$4.65K +27 +2%
Sumitomo Mitsui Trust Group
398
Sumitomo Mitsui Trust Group
Japan
-$41.6M -266,348 Closed
GLA
399
Great Lakes Advisors
Illinois
-$17.5M -111,679 Closed
Janus Henderson Group
400
Janus Henderson Group
United Kingdom
-$9.18M -58,688 Closed

FIVN Hedge Fund Activity: Q2 2021 in Review

397 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2021, worth a combined $12.2B — up 18% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FIVN positions and 44 closed out — a net gain of 10 holders — while 147 added to existing stakes and 145 trimmed.

The largest buyer was Macquarie Group, adding an estimated $396M. The largest seller was VOYA Investment Management, cutting an estimated $145M.

  • 397 institutional investors held FIVE9 (FIVN) as of Q2 2021, up from 390 in Q1 2021.
  • Funds reported $12.2B of FIVE9 stock for Q2 2021, up 18% quarter-over-quarter.
  • 54 funds opened new FIVE9 positions in Q2 2021 and 44 closed out, a net change of +10 holders.
  • The largest FIVE9 buyer in Q2 2021 was Macquarie Group, an estimated $396M added.
  • The largest FIVE9 seller in Q2 2021 was VOYA Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2021.