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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
Principal Financial Group
101
Principal Financial Group
Iowa
$11.4M +$388K +2,249 +4%
Fuller & Thaler Asset Management
102
Fuller & Thaler Asset Management
California
$11.3M -$344K -1,996 -3%
Citigroup
103
Citigroup
New York
$11.3M -$25.8M -149,525 -71%
HF
104
HRT Financial
New York
$10.5M +$8.79M +51,018 +823%
SG Americas Securities
105
SG Americas Securities
New York
$10.2M +$3.48M +20,203 +57%
PC
106
Pier Capital
Connecticut
$9.79M -$1.26M -7,288 -12%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$9.72M +$4.32M +25,082 +90%
ACM
108
Anomaly Capital Management
New York
$9.46M +$8.89M +51,567 New
TAM
109
Telemark Asset Management
Massachusetts
$9.17M -$8.62M -50,000 -50%
N
110
Natixis
France
$9.07M -$7.9M -45,831 -48%
CRC
111
Curi RMB Capital
Illinois
$8.62M +$2.17M +12,580 +37%
SAM
112
Shell Asset Management
Netherlands
$8.26M +$135K +784 +2%
BAM
113
Bullseye Asset Management
Colorado
$8.23M
SBH
114
Segall Bryant & Hamill
Illinois
$8.14M -$1.07M -6,198 -12%
CGFI
115
Cypress Growth Fund III
California
$7.34M
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$7.15M -$159K -925 -2%
Comerica Bank
117
Comerica Bank
Texas
$7.15M +$186K +1,078 +3%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$7.13M +$795K +4,611 +13%
Nomura Holdings
119
Nomura Holdings
Japan
$7M +$4.8M +27,838 +272%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$6.99M +$784K +4,547 +14%
FGIM
121
First Growth Investment Manager
California
$6.89M +$172K +1,000 +3%
AllianceBernstein
122
AllianceBernstein
Tennessee
$6.83M -$9.86M -57,216 -61%
RJA
123
Raymond James & Associates
Florida
$6.63M +$1.63M +9,431 +35%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$6.63M -$3M -17,430 -33%
CSS
125
Cubist Systematic Strategies
Connecticut
$6.44M -$678K -3,935 -10%