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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 %
Luther King Capital Management (LKCM)
451
Luther King Capital Management (LKCM)
Texas
– -$1.12M -6,105 Closed
MIH
452
Meitav Investment House
Israel
– -$1.11M -5,950 Closed
OQS
453
Occudo Quantitative Strategies
Florida
– -$938K -5,113 Closed
WB
454
WesBanco Bank
West Virginia
– -$821K -4,475 Closed
Janney Montgomery Scott
455
Janney Montgomery Scott
Pennsylvania
– -$784K -4,275 Closed
DA
456
Duality Advisers
Florida
– -$782K -4,264 Closed
AWM
457
AE Wealth Management
Kansas
– -$778K -4,243 Closed
LCM
458
Legato Capital Management
California
– -$751K -4,095 Closed
QCM
459
Quantinno Capital Management
New York
– -$707K -3,854 Closed
APP
460
Alpha Paradigm Partners
Illinois
– -$679K -3,705 Closed
VPIM
461
Vanguard Personalized Indexing Management
California
– -$613K -3,345 Closed
H
462
Hexavest
Quebec, Canada
– -$584K -3,185 Closed
BAAM
463
Baker Avenue Asset Management
California
– -$542K -2,960 Closed
CCIA
464
Campbell & Co Investment Adviser
Maryland
– -$532K -2,900 Closed
SF
465
Synovus Financial
Georgia
– -$462K -2,511 Closed
PRC
466
Pearl River Capital
Michigan
– -$438K -2,390 Closed
MAP
467
Moody Aldrich Partners
Massachusetts
– -$431K -2,350 Closed
PAM
468
Premier Asset Management
Illinois
– -$413K -2,251 Closed
SGI
469
Summit Global Investments
Utah
– -$403K -2,200 Closed
YIH
470
Y-Intercept (HK)
Hong Kong
– -$399K -2,177 Closed
GT
471
Glenmede Trust
Pennsylvania
– -$384K -2,099 Closed
FMBTD
472
First Midwest Bank Trust Division
Illinois
– -$361K -1,971 Closed
BPA
473
Beacon Pointe Advisors
California
– -$359K -1,959 Closed
AWM
474
Altium Wealth Management
New York
– -$328K -1,790 Closed
FMT
475
First Mercantile Trust
Tennessee
– -$322K -1,756 Closed
16 17 18
19
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