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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAM
426
Concorde Asset Management
Michigan
– – -1,625 Closed
DekaBank Deutsche Girozentrale
427
DekaBank Deutsche Girozentrale
Germany
– – -1,600 Closed
Two Sigma Advisers
428
Two Sigma Advisers
New York
– – -1,500 Closed
TI
429
Tidal Investments
Wisconsin
– – -1,423 Closed
CA
430
Cetera Advisors
Colorado
– – -1,415 Closed
BCM
431
Bienville Capital Management
New York
– – -1,300 Closed
SFS
432
Sowell Financial Services
Arkansas
– – -1,290 Closed
WAP
433
Wealthcare Advisory Partners
Pennsylvania
– – -250 Closed
NG
434
NWK Group
California
– – -105 Closed
VFA
435
Valeo Financial Advisors
Indiana
– – -88 Closed
ACM
436
Allred Capital Management
Texas
– – -87 Closed
IAIM
437
International Assets Investment Management
Florida
– – -82 Closed
SL
438
Savior LLC
Massachusetts
– – -47 Closed
MWP
439
Meridian Wealth Partners
Pennsylvania
– – -13 Closed
JWM
440
Janiczek Wealth Management
Colorado
– – -3 Closed
WAM
441
Wolverine Asset Management
Illinois
– – – –
Simplex Trading
442
Simplex Trading
Illinois
– – – –
TSS
443
Two Sigma Securities
New York
– – – –
Group One Trading
444
Group One Trading
Illinois
– – – –
CFGS
445
Concourse Financial Group Securities
Alabama
– – – –
HT
446
HAP Trading
New York
– – – –
Nomura Asset Management
447
Nomura Asset Management
Japan
– – – –
CG
448
Cutler Group
California
– – – –
IA
449
IFP Advisors
Florida
$0 1 +1 New
14 15 16 17
18