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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
Ensign Peak Advisors
176
Ensign Peak Advisors
Utah
$2.25M -$102K -590 -5%
BFM
177
Boothbay Fund Management
New York
$2.24M -$1.62M -9,374 -43%
BMSSC
178
B. Metzler seel. Sohn & Co
Germany
$2.18M -$41.4K -240 -2%
DADC
179
D.A. Davidson & Co
Montana
$2.11M +$486K +2,822 +32%
AWM
180
Avitas Wealth Management
California
$2.09M +$49.5K +287 +3%
AQR Capital Management
181
AQR Capital Management
Connecticut
$2.09M -$985K -5,714 -33%
NIPH
182
NN Investment Partners Holdings
Netherlands
$2.06M -$1.1M -6,369 -36%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$2.04M
Aberdeen Group
184
Aberdeen Group
United Kingdom
$1.96M
SEC
185
Seven Eight Capital
New York
$1.87M +$1.75M +10,178 New
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$1.85M +$825K +4,784 +90%
Walleye Trading
187
Walleye Trading
New York
$1.84M +$1.73M +10,034 New
US Bancorp
188
US Bancorp
Minnesota
$1.78M +$95K +551 +6%
WMSA
189
Weiss Multi-Strategy Advisers
New York
$1.73M +$1.63M +9,443 New
Marshall Wace
190
Marshall Wace
United Kingdom
$1.7M +$1.59M +9,247 New
TI
191
Trexquant Investment
Connecticut
$1.69M +$387K +2,246 +32%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$1.65M
MCP
193
Mirador Capital Partners
California
$1.62M +$101K +583 +7%
MAG
194
Millrace Asset Group
Pennsylvania
$1.6M +$10.2K +59 +0.7%
PA
195
Paragon Advisors
Texas
$1.57M +$47.9K +278 +3%
DTL
196
Dynamic Technology Lab
Singapore
$1.56M -$247K -1,430 -14%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$1.55M +$223K +1,292 +18%
Man Group
198
Man Group
United Kingdom
$1.55M -$3.14M -18,232 -68%
JSC
199
Jackson Square Capital
California
$1.52M
PMAM
200
Picton Mahoney Asset Management
Ontario, Canada
$1.52M +$1.43M +8,305 New

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.