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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
SFI
126
Susquehanna Fundamental Investments
Pennsylvania
$6.25M -$7.05M -40,900 -55%
PAM
127
Panagora Asset Management
Massachusetts
$5.98M -$455K -2,641 -7%
Barclays
128
Barclays
United Kingdom
$5.78M -$3.64M -21,124 -40%
LP
129
LMR Partners
United Kingdom
$5.5M +$1.72M +10,000 +50%
Federated Hermes
130
Federated Hermes
Pennsylvania
$5.36M +$1.12M +6,520 +29%
Massachusetts Financial Services
131
Massachusetts Financial Services
Massachusetts
$5.25M +$40.3K +234 +0.8%
UBS Group
132
UBS Group
Switzerland
$5.22M -$656K -3,806 -12%
HCM
133
Hodges Capital Management
Texas
$5.21M -$1.94M -11,227 -28%
KCM
134
Kennedy Capital Management
Missouri
$5.15M -$211K -1,222 -4%
SSA
135
Schonfeld Strategic Advisors
New York
$4.91M +$1.05M +6,075 +29%
Squarepoint
136
Squarepoint
New York
$4.88M -$5.73M -33,236 -56%
MWNA
137
Marshall Wace North America
New York
$4.8M +$4.51M +26,157 New
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$4.7M +$340K +1,970 +8%
RI
139
Redwood Investments
Massachusetts
$4.56M +$3.88M +22,525 +963%
CB
140
Commerce Bank
Missouri
$4.47M +$4.2M +24,372 New
HA
141
Homestead Advisers
Virginia
$4.45M
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$4.42M +$599K +3,473 +17%
NCGI
143
Next Century Growth Investors
Minnesota
$4.35M -$559K -3,244 -12%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.21M +$280K +1,624 +8%
GIP
145
Granite Investment Partners
California
$4.04M +$40.7K +236 +1%
MSE
146
MUFG Securities EMEA
United Kingdom
$4.04M +$2.59M +15,000 +214%
PI
147
PineBridge Investments
New York
$3.81M -$2.09M -12,110 -37%
ACM
148
Alcosta Capital Management
California
$3.8M +$128K +741 +4%
M&T Bank
149
M&T Bank
New York
$3.79M +$353K +2,046 +11%
HighTower Advisors
150
HighTower Advisors
Illinois
$3.76M +$214K +1,243 +6%