FIVN icon

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
1
Pentwater Capital Management
Florida
$199M
2
HI
2
HBK Investments
Texas
$153M
3
Citadel Advisors
3
Citadel Advisors
Florida
$190M
4
CM
4
Corvex Management
New York
$137M
5
SCM
5
Segantii Capital Management
Hong Kong
$135M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$691M
2
WA
2
Wasatch Advisors
Utah
$64.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$8.79M
5
Invesco
5
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
376
West Paces Advisors
Georgia
$4.47K – – –
MCM
377
Manchester Capital Management
Vermont
$4K – – –
GWSG
378
GPS Wealth Strategies Group
Colorado
$4K – – –
MAM
379
Meeder Asset Management
Ohio
$4K – – –
FF
380
FourThought Financial
Florida
$3K -$3.14K -22 -51%
SWM
381
Spire Wealth Management
Virginia
$3K – – –
Bessemer Group
382
Bessemer Group
New Jersey
$3K +$3K +16 New
TFO
383
Tarbox Family Office
California
$2K – – –
EW
384
Evoke Wealth
California
$2K – – –
AWA
385
Arkadios Wealth Advisors
Georgia
$2K – – –
CA
386
Clearstead Advisors
Ohio
$2K – – –
PFBT
387
Parkside Financial Bank & Trust
Missouri
$2K +$400 +3 +25%
EBA
388
Eagle Bay Advisors
New York
$2K +$2K +14 New
BGIM
389
Boussard & Gavaudan Investment Management
United Kingdom
$1.85K +$1.85K +11,584 New
Walleye Capital
390
Walleye Capital
New York
$1.2K +$1.2K +7,498 New
LC
391
Lindbrook Capital
California
$1K -$5.56K -50 -85%
HPC
392
HM Payson & Co
Maine
$1K -$8.4K -42 -89%
NC
393
NewSquare Capital
Pennsylvania
$1K -$200 -1 -17%
BWM
394
BerganKDV Wealth Management
Minnesota
$1K – – –
HI
395
Harbour Investments
Wisconsin
$1K – – –
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$1K +$250 +2 +33%
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$1K +$1K +4 New
Lord, Abbett & Co
398
Lord, Abbett & Co
New Jersey
– -$210M -1,143,745 Closed
1832 Asset Management
399
1832 Asset Management
Ontario, Canada
– -$161M -874,700 Closed
Point72 Asset Management
400
Point72 Asset Management
Connecticut
– -$124M -677,500 Closed
14 15
16
17 18