FIVE9
FIVN
390 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.
0.56% less ownership
Funds ownership: 99.73% → 99.17% (-0.56%)
3% less funds holding
Funds holding: 403 → 390 (-13)
10% less capital invested
Capital invested by funds: $11.5B → $10.3B (-$1.13B)
13% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 63
14% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 155
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
49% less call options, than puts
Call options by funds: $71.2M | Put options by funds: $140M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$153M |
| 2 |
FAM
Fred Alger Management
New York
|
+$96.4M |
| 3 |
BlackRock
New York
|
+$76.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$72.1M |
| 5 |
CMG
Cavalry Management Group
San Francisco,
California
|
+$62.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$130M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$81M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$57.2M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$52.1M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
-$47.5M |
FIVN Hedge Fund Activity: Q1 2021 in Review
390 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2021, worth a combined $10.3B — down 9.9% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of FIVN and 55 opened new positions — a net loss of 8 holders — while 155 trimmed existing stakes and 134 added.
The largest buyer was Waddell & Reed Financial, adding an estimated $153M. The largest seller was Whale Rock Capital Management, cutting an estimated $130M.
- 390 institutional investors held FIVE9 (FIVN) as of Q1 2021, down from 403 in Q4 2020.
- Funds reported $10.3B of FIVE9 stock for Q1 2021, down 9.9% quarter-over-quarter.
- 55 funds opened new FIVE9 positions in Q1 2021 and 63 closed out, a net change of -8 holders.
- The largest FIVE9 buyer in Q1 2021 was Waddell & Reed Financial, an estimated $153M added.
- The largest FIVE9 seller in Q1 2021 was Whale Rock Capital Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2021.