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397 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.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $10.3B → $12.2B (+$1.9B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2% more funds holding

Funds holding: 390397 (+7)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 145

0.87% more ownership

Funds ownership: 99.17%100.03% (+0.87%)

25% less call options, than puts

Call options by funds: $92.6M | Put options by funds: $123M

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$97.6M -$4.5M -26,114 -5%
Axa
27
Axa
France
$94.8M +$5.5M +31,928 +7%
CCA
28
Conestoga Capital Advisors
Pennsylvania
$88.2M +$579K +3,360 +0.7%
SM
29
SCGE Management
California
$81.4M
Franklin Resources
30
Franklin Resources
California
$80.5M +$57.6M +334,124 +319%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$77.6M +$11.1M +64,258 +18%
SIMG
32
Stephens Investment Management Group
Texas
$76.9M -$5.91M -34,296 -8%
FCM
33
Frontier Capital Management
Massachusetts
$76.2M -$6.22M -36,106 -8%
BCPEMI
34
Bain Capital Public Equity Management II
Massachusetts
$71.3M +$22.3M +129,612 +50%
Northern Trust
35
Northern Trust
Illinois
$68.9M -$107K -622 -0.2%
Millennium Management
36
Millennium Management
New York
$63.7M +$35.9M +208,156 +150%
Charles Schwab
37
Charles Schwab
California
$62.4M +$1.66M +9,613 +3%
Jennison Associates
38
Jennison Associates
New York
$61.1M -$1.16M -6,732 -2%
Morgan Stanley
39
Morgan Stanley
New York
$59.6M +$6.1M +35,382 +12%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$59M +$22.1M +128,312 +66%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$58.7M -$24.2M -140,624 -31%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$57.2M +$26.4M +153,407 +100%
Victory Capital Management
43
Victory Capital Management
Texas
$56.1M -$11.4M -66,117 -18%
Ameriprise
44
Ameriprise
Minnesota
$54.9M +$22.8M +132,205 +79%
Goldman Sachs
45
Goldman Sachs
New York
$53.2M +$3.65M +21,156 +8%
Citadel Advisors
46
Citadel Advisors
Florida
$53M +$2.07M +12,025 +4%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$52.8M +$3.03M +17,587 +7%
RP
48
Riverbridge Partners
Minnesota
$50M +$1.58M +9,154 +3%
PPA
49
Parametric Portfolio Associates
Washington
$46.4M +$9.83M +57,011 +29%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$42.4M +$1.56M +9,054 +4%