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FIVE9
FIVN

Overview Fund Activity

389 hedge funds and large institutions have $10.3B invested in FIVE9 in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
6.85%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
55
Increased
134
Reduced
155
Closed
63
Calls
$71.2M
Puts
$140M
Net Calls
-$69.2M
Net Calls Change
-$103M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$336M
2
FAM
Fred Alger Management
New York
$131M
3
BlackRock
BlackRock
New York
$636M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$250M
5
CMG
Cavalry Management Group
California
$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M
4
RP
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$5.25M -$3.31M -21,181 -39%
PI
127
PineBridge Investments
New York
$5.14M +$1.04M +6,663 +25%
UBS Group
128
UBS Group
Switzerland
$5.05M +$791K +5,061 +19%
KCM
129
Kennedy Capital Management
Missouri
$4.58M -$452K -2,891 -9%
Massachusetts Financial Services
130
Massachusetts Financial Services
Massachusetts
$4.44M -$25M -160,213 -85%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$4.37M -$643K -4,112 -13%
CHM
132
Collaborative Holdings Management
New York
$4.33M +$782K +5,000 +22%
NCGI
133
Next Century Growth Investors
Minnesota
$4.22M -$688K -4,403 -14%
RJA
134
Raymond James & Associates
Florida
$4.18M +$2.61M +16,704 +167%
Man Group
135
Man Group
United Kingdom
$4.18M -$2.03M -13,016 -33%
KC
136
KCL Capital
New York
$3.91M +$3.91M +25,000 New
HA
137
Homestead Advisers
Virginia
$3.8M -$2.33M -14,900 -38%
SGI
138
Summit Global Investments
Utah
$3.73M -$372K -2,382 -9%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$3.69M -$12.5K -80 -0.3%
Federated Hermes
140
Federated Hermes
Pennsylvania
$3.55M -$10.6M -67,704 -75%
Macquarie Group
141
Macquarie Group
Australia
$3.44M -$634K -4,057 -16%
GIP
142
Granite Investment Partners
California
$3.41M +$72.2K +462 +2%
BFM
143
Boothbay Fund Management
New York
$3.37M +$3.37M +21,564 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.34M -$202K -1,291 -6%
SSA
145
Schonfeld Strategic Advisors
New York
$3.23M -$2.17M -13,897 -40%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$3.22M -$571K -3,653 -15%
SCM
147
Silvant Capital Management
Georgia
$3.17M -$48.5K -310 -2%
LP
148
LMR Partners
United Kingdom
$3.13M +$3.13M +20,000 New
ACM
149
Alcosta Capital Management
California
$3.12M -$41.1K -263 -1%
KOCAA
150
Knights of Columbus Asset Advisors
Connecticut
$3.1M +$99.6K +637 +3%
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