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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 %
GAMA
401
Graticule Asia Macro Advisors
New York
– -$5.29M -33,825 Closed
CHM
402
Collaborative Holdings Management
New York
– -$4.33M -27,680 Closed
KC
403
KCL Capital
New York
– -$3.91M -25,000 Closed
KOCAA
404
Knights of Columbus Asset Advisors
Connecticut
– -$3.1M -19,815 Closed
EGM
405
Engineers Gate Manager
New York
– -$2.92M -18,681 Closed
PI
406
PEAK6 Investments
Illinois
– -$2.11M -13,476 Closed
SST
407
S Squared Technology
New York
– -$2.02M -12,942 Closed
TC
408
TwinBeech Capital
New York
– -$1.92M -12,300 Closed
AI
409
AdvisorShares Investments
Maryland
– -$1.62M -10,385 Closed
TRSOTSOK
410
Teachers Retirement System of the State of Kentucky
Kentucky
– -$1.47M -9,404 Closed
SM
411
Sciencast Management
New Jersey
– -$1.52M -8,851 Closed
Aviva
412
Aviva
United Kingdom
– -$1.17M -7,502 Closed
MAM
413
Martingale Asset Management
Massachusetts
– -$1.02M -6,518 Closed
WCM
414
Weld Capital Management
New York
– -$948K -6,064 Closed
Nordea Investment Management
415
Nordea Investment Management
Sweden
– -$716K -4,610 Closed
SC
416
Scotia Capital
Ontario, Canada
– -$545K -3,484 Closed
SSG
417
Summit Securities Group
New York
– -$466K -2,978 Closed
VF
418
Virtu Financial
New York
– -$440K -2,812 Closed
AC
419
Allstate Corporation
Illinois
– -$421K -2,694 Closed
PHK
420
Point72 Hong Kong
Hong Kong
– -$407K -2,601 Closed
WANY
421
Wealthspire Advisors (New York)
New York
– -$398K -2,544 Closed
NICM
422
Neo Ivy Capital Management
New York
– -$384K -2,456 Closed
AC
423
Athanor Capital
New York
– -$370K -2,369 Closed
SW
424
SVB Wealth
Massachusetts
– -$314K -2,007 Closed
GC
425
Gilbert & Cook
Iowa
– -$278K -1,778 Closed
14 15 16
17
18