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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
MAM
51
Melqart Asset Management
United Kingdom
$39.5M +$7.55M +43,800 +26%
APC
52
Alta Park Capital
California
$38M +$4.65M +27,000 +15%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$37.2M +$11.5M +66,896 +49%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$36.5M -$3.79M -21,995 -10%
Bank of America
55
Bank of America
North Carolina
$36.3M +$3.06M +17,751 +10%
CMG
56
Cavalry Management Group
California
$35M -$30.1M -174,456 -48%
VEPM
57
Vista Equity Partners Management
California
$32.6M +$3.71M +21,538 +14%
DCM
58
Driehaus Capital Management
Illinois
$30.2M +$7.29M +42,304 +35%
Holocene Advisors
59
Holocene Advisors
New York
$27.9M -$9.89M -57,346 -27%
Swiss National Bank
60
Swiss National Bank
Switzerland
$26.7M -$914K -5,300 -4%
Allianz Asset Management
61
Allianz Asset Management
Germany
$26.2M -$1.09M -6,299 -4%
DKCM
62
Davidson Kempner Capital Management
New York
$25.9M -$15M -86,875 -38%
GIPM
63
G2 Investment Partners Management
New York
$25.8M -$495K -2,872 -2%
PCA
64
Prospect Capital Advisors
California
$25.3M +$15.5K +90 +0.1%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$24.9M +$1.03M +5,962 +5%
GS
66
Gagnon Securities
New York
$23.5M -$24.7K -143 -0.1%
CCM
67
Cadian Capital Management
New York
$22.9M -$3.25M -18,870 -13%
ECM
68
Engle Capital Management
Connecticut
$22.9M +$21.5M +125,000 New
American Century Companies
69
American Century Companies
Missouri
$22.7M -$8.85M -51,363 -29%
LSCM
70
Light Street Capital Management
California
$22.3M +$20.9M +121,350 New
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$21.3M +$976K +5,663 +5%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$20.9M +$16.5M +95,575 +522%
HIM
73
Herald Investment Management
United Kingdom
$20.8M -$3.56M -20,650 -15%
ORI
74
Oak Ridge Investments
Illinois
$20.5M -$621K -3,605 -3%
Deutsche Bank
75
Deutsche Bank
Germany
$20.4M -$52.1K -302 -0.3%

FIVN Hedge Fund Activity: Q2 2021 in Review

397 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2021, worth a combined $12.2B — up 18% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FIVN positions and 44 closed out — a net gain of 10 holders — while 147 added to existing stakes and 145 trimmed.

The largest buyer was Macquarie Group, adding an estimated $396M. The largest seller was VOYA Investment Management, cutting an estimated $145M.

  • 397 institutional investors held FIVE9 (FIVN) as of Q2 2021, up from 390 in Q1 2021.
  • Funds reported $12.2B of FIVE9 stock for Q2 2021, up 18% quarter-over-quarter.
  • 54 funds opened new FIVE9 positions in Q2 2021 and 44 closed out, a net change of +10 holders.
  • The largest FIVE9 buyer in Q2 2021 was Macquarie Group, an estimated $396M added.
  • The largest FIVE9 seller in Q2 2021 was VOYA Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2021.