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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
SCM
151
Silvant Capital Management
Georgia
$3.68M -$32.1K -186 -0.9%
SP
152
Sarasin & Partners
United Kingdom
$3.6M +$456K +2,647 +16%
IECM
153
Intrinsic Edge Capital Management
Illinois
$3.4M
ASRS
154
Arizona State Retirement System
Arizona
$3.29M -$219K -1,271 -7%
OMC
155
Old Mission Capital
Illinois
$3.25M +$3.06M +17,722 New
Two Sigma Investments
156
Two Sigma Investments
New York
$3.12M +$310K +1,800 +12%
OAM
157
Oppenheimer Asset Management
New York
$2.99M +$179K +1,037 +7%
LCG
158
Lisanti Capital Growth
New York
$2.95M -$36.2K -210 -1%
Calamos Advisors
159
Calamos Advisors
Illinois
$2.88M -$4.35M -25,249 -62%
ACM
160
AlphaCrest Capital Management
New York
$2.72M +$1.56M +9,043 +156%
WCA
161
Westover Capital Advisors
Delaware
$2.69M -$701K -4,065 -22%
Stifel Financial
162
Stifel Financial
Missouri
$2.67M +$131K +759 +6%
AB
163
Amalgamated Bank
New York
$2.64M +$515K +2,988 +26%
Fidelity International
164
Fidelity International
Bermuda
$2.62M -$253K -1,466 -9%
PCM
165
Penn Capital Management
Pennsylvania
$2.57M +$138K +799 +6%
E
166
Ergoteles
New York
$2.57M +$2.42M +14,033 New
BCM
167
Bridgeway Capital Management
Texas
$2.55M -$965K -5,600 -29%
AAM
168
Azzad Asset Management
Virginia
$2.51M +$425K +2,465 +22%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$2.44M +$1.25M +7,275 +120%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.4M +$45.7K +265 +2%
URS
171
Utah Retirement Systems
Utah
$2.33M +$155K +900 +8%
Twin Tree Management
172
Twin Tree Management
Texas
$2.31M +$2.17M +12,604 New
EVM
173
Eaton Vance Management
Massachusetts
$2.28M -$9.31K -54 -0.4%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$2.26M -$3.27K -19 -0.2%
AT
175
AMF Tjänstepension
Sweden
$2.26M +$422K +2,450 +25%

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.