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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.

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
1
Waddell & Reed Financial
Kansas
$336M
2
FAM
2
Fred Alger Management
New York
$131M
3
BlackRock
3
BlackRock
New York
$636M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$250M
5
CMG
5
Cavalry Management Group
California
$57.1M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
RP
4
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
5
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
426
Wealth Alliance
New York
– -$256K -1,467 Closed
II
427
Inspire Investing
Idaho
– -$219K -1,260 Closed
WA
428
Wealth Architects
California
– -$202K -1,160 Closed
RE
429
RBC Europe
United Kingdom
– -$201K -1,150 Closed
PWPS
430
Pinnacle Wealth Planning Services
Ohio
– -$192K -1,106 Closed
Parallax Volatility Advisers
431
Parallax Volatility Advisers
California
– -$153K -880 Closed
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$123K -704 Closed
Nisa Investment Advisors
433
Nisa Investment Advisors
Missouri
– -$110K -630 Closed
AS
434
Altshuler Shaham
Israel
– -$60K -343 Closed
CAAS
435
Capital Asset Advisory Services
Michigan
– -$45K -260 Closed
PWM
436
Perigon Wealth Management
California
– -$32K -185 Closed
Acadian Asset Management
437
Acadian Asset Management
Massachusetts
– -$29K -164 Closed
AFS
438
Annapolis Financial Services
Maryland
– -$17K -100 Closed
TCWA
439
Ten Capital Wealth Advisors
Washington
– -$12K -70 Closed
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$10K -58 Closed
VAIA
441
Virtus Alternative Investment Advisers
Connecticut
– -$8K -44 Closed
CWM
442
Curi Wealth Management
North Carolina
– -$7K -41 Closed
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$6K -34 Closed
RPWA
444
Regent Peak Wealth Advisors
Georgia
– -$4K -23 Closed
ABC
445
Associated Banc-Corp
Wisconsin
– -$4K -21 Closed
RWA
446
Ropes Wealth Advisors
Massachusetts
– -$2K -12 Closed
TPCW
447
TD Private Client Wealth
New York
– -$1.74K -10 Closed
SFO
448
Standard Family Office
South Dakota
– -$2K -9 Closed
VCG
449
Vantage Consulting Group
Virginia
– -$1K -5 Closed
TI
450
tru Independence
Oregon
– -$1 -4 Closed
14 15 16 17
18