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FIVE9
FIVN

Overview Fund Activity

262 hedge funds and large institutions have $3.36B invested in FIVE9 in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
45
Increased
94
Reduced
90
Closed
30
Calls
$16M
Puts
$18.5M
Net Calls
-$2.53M
Net Calls Change
-$11.6M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$56.6M
2
VM
Valinor Management
New York
+$36.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$17.9M
4
WA
Wasatch Advisors
Utah
+$15.9M
5
EAM
Eventide Asset Management
Massachusetts
+$13.4M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$35.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.4M
3
Deutsche Bank
Deutsche Bank
Germany
-$22.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$19.7M
5
PC
Polar Capital
United Kingdom
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
176
Amalgamated Bank
New York
$560K -$6.83K -127 -1%
SLF
177
Sun Life Financial
Ontario, Canada
$550K +$3.12K +58 +0.6%
Victory Capital Management
178
Victory Capital Management
Texas
$543K +$543K +10,101 New
IB
179
Intrust Bank
Kansas
$540K -$25.6K -476 -5%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$516K +$74.1K +1,378 +17%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$507K +$5.8K +108 +1%
CA
182
Capital Advantage
California
$493K +$493K +9,180 New
SCM
183
Silvant Capital Management
Georgia
$489K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$466K -$32.9K -611 -7%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$463K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$460K +$3.06K +57 +0.7%
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$428K +$154K +2,866 +56%
AAP
188
Ardsley Advisory Partners
Connecticut
$403K -$80.6K -1,500 -17%
Prudential Financial
189
Prudential Financial
New Jersey
$402K -$103K -1,919 -20%
NSEDCP
190
NJ State Employees Deferred Compensation Plan
New Jersey
$376K – – –
CAG
191
Csenge Advisory Group
Florida
$373K -$39.8K -742 -10%
LI
192
Leap Investments
Illinois
$371K +$371K +6,904 New
ProShare Advisors
193
ProShare Advisors
Maryland
$366K +$39.5K +735 +12%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$366K +$366K +6,824 New
RJA
195
Raymond James & Associates
Florida
$362K -$40.5K -755 -10%
SO
196
STRS Ohio
Ohio
$360K +$69.9K +1,300 +24%
P
197
Pitcairn
Pennsylvania
$344K -$1.19K -22 -0.3%
TSS
198
Two Sigma Securities
New York
$344K +$344K +6,400 New
VF
199
Virtu Financial
New York
$334K +$98.5K +1,832 +42%
EMG
200
Ellington Management Group
Connecticut
$333K +$333K +6,200 New
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