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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 %
ClearBridge Investments
26
ClearBridge Investments
New York
$97.6M 531,961 -26,114 -5%
Axa
27
Axa
France
$94.8M 516,995 +31,928 +7%
CCA
28
Conestoga Capital Advisors
Pennsylvania
$88.2M 481,107 +3,360 +0.7%
SM
29
SCGE Management
California
$81.4M 444,072 – –
Franklin Resources
30
Franklin Resources
California
$80.5M 438,895 +334,124 +319%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$77.6M 423,413 +64,258 +18%
SIMG
32
Stephens Investment Management Group
Texas
$76.9M 419,097 -34,296 -8%
FCM
33
Frontier Capital Management
Massachusetts
$76.2M 415,275 -36,106 -8%
BCPEMI
34
Bain Capital Public Equity Management II
Massachusetts
$71.3M 388,713 +129,612 +50%
Northern Trust
35
Northern Trust
Illinois
$68.9M 375,609 -622 -0.2%
Millennium Management
36
Millennium Management
New York
$63.7M 347,329 +208,156 +150%
Charles Schwab
37
Charles Schwab
California
$62.4M 340,408 +9,613 +3%
Jennison Associates
38
Jennison Associates
New York
$61.1M 333,197 -6,732 -2%
Morgan Stanley
39
Morgan Stanley
New York
$59.6M 324,815 +35,382 +12%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$59M 321,824 +128,312 +66%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$58.7M 320,325 -140,624 -31%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$57.2M 306,511 +153,407 +100%
Victory Capital Management
43
Victory Capital Management
Texas
$56.1M 305,776 -66,117 -18%
Ameriprise
44
Ameriprise
Minnesota
$54.9M 299,504 +132,205 +79%
Goldman Sachs
45
Goldman Sachs
New York
$53.2M 290,299 +21,156 +8%
Citadel Advisors
46
Citadel Advisors
Florida
$53M 289,260 +12,025 +4%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$52.8M 262,435 +17,587 +7%
RP
48
Riverbridge Partners
Minnesota
$50M 272,391 +9,154 +3%
PPA
49
Parametric Portfolio Associates
Washington
$46.4M 252,901 +57,011 +29%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$42.4M 231,375 +9,054 +4%
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