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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 %
LFAS
476
Level Four Advisory Services
Texas
– -$279K -1,523 Closed
XT
477
XTX Topco
Cayman Islands
– -$270K -1,471 Closed
PP
478
Paloma Partners
Connecticut
– -$248K -1,355 Closed
BAM
479
Belpointe Asset Management
Nevada
– -$248K -1,353 Closed
MOS
480
MGO One Seven
Ohio
– -$240K -1,309 Closed
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
– -$235K -1,283 Closed
HR
482
Hardy Reed
Mississippi
– -$233K -1,270 Closed
FP
483
Foundry Partners
Minnesota
– -$226K -1,235 Closed
RJT
484
Raymond James Trust
Florida
– -$219K -1,195 Closed
WFI
485
West Family Investments
California
– -$219K -1,193 Closed
WA
486
Wealth Architects
California
– -$213K -1,160 Closed
ETC
487
Exchange Traded Concepts
Oklahoma
– -$180K -984 Closed
Acadian Asset Management
488
Acadian Asset Management
Massachusetts
– -$157K -860 Closed
FA
489
Friess Associates
Delaware
– -$141K -769 Closed
T
490
TOBAM
France
– -$92K -500 Closed
SOW
491
State of Wyoming
Wyoming
– -$90K -493 Closed
FC
492
FORA Capital
Florida
– -$48K -260 Closed
SI
493
Stephens Inc
Arkansas
– -$26K -142 Closed
JCM
494
Jacobi Capital Management
Pennsylvania
– -$13K -73 Closed
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
– -$10K -53 Closed
MIM
496
Macroview Investment Management
Maryland
– -$4K -24 Closed
HI
497
Hudock Inc
Pennsylvania
– -$2K -13 Closed
PGWM
498
Parisi Gray Wealth Management
New Jersey
– -$1K -7 Closed
HWM
499
Holloway Wealth Management
Florida
– -$1K – –
16 17 18 19
20