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FIVE9
FIVN

Overview Fund Activity

341 hedge funds and large institutions have $7.27B invested in FIVE9 in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+53
Holders Change %
+18.4%
% of All Funds
7.01%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.41%
New
90
Increased
82
Reduced
144
Closed
36
Calls
$50.8M
Puts
$50.4M
Net Calls
+$461K
Net Calls Change
-$8.76M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$913M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$236M
3
Invesco
3
Invesco
Georgia
$160M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$200M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$59.9M

Top Sellers

1
SCH
1
Sylebra Capital (HK)
Hong Kong
$25.3M
2
BlackRock
2
BlackRock
New York
$381M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$188M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
State Street
5
State Street
Massachusetts
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
201
Millrace Asset Group
Pennsylvania
$1.07M -$406K -3,672 -28%
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$1.06M +$159K +1,439 +18%
UBS Group
203
UBS Group
Switzerland
$1.06M -$4.95M -44,748 -82%
IB
204
Intrust Bank
Kansas
$1.06M -$80.3K -726 -7%
MSL
205
Mackay Shields LLC
New York
$1.05M -$2.07M -18,700 -66%
US Bancorp
206
US Bancorp
Minnesota
$1.04M -$166K -1,495 -14%
DWA
207
Dorsey Wright & Associates
California
$1.03M +$944K +8,272 +1,133%
Principal Financial Group
208
Principal Financial Group
Iowa
$1.02M +$378K +3,413 +59%
CM
209
Castleark Management
Illinois
$1.01M +$1.01M +9,078 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$994K – – –
AI
211
AdvisorShares Investments
Maryland
$991K +$991K +8,953 New
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$987K +$987K +8,920 New
EIM
213
Essex Investment Management
Massachusetts
$963K +$963K +8,700 New
Bessemer Group
214
Bessemer Group
New Jersey
$952K – – –
HSBC Holdings
215
HSBC Holdings
United Kingdom
$920K +$552K +4,989 +150%
SRAM
216
Stone Ridge Asset Management
New York
$908K +$908K +8,208 New
Creative Planning
217
Creative Planning
Kansas
$903K +$568K +5,134 +170%
TRCT
218
Tower Research Capital (TRC)
New York
$901K +$767K +6,932 +572%
PMAM
219
Picton Mahoney Asset Management
Ontario, Canada
$897K +$897K +8,100 New
Nomura Holdings
220
Nomura Holdings
Japan
$885K +$885K +8,000 New
CF
221
CNA Financial
Illinois
$880K +$880K +7,950 New
JWS
222
Juncture Wealth Strategies
Arizona
$845K -$342K -3,091 -29%
VRS
223
Virginia Retirement Systems
Virginia
$841K +$199K +1,800 +31%
CAG
224
Csenge Advisory Group
Florida
$835K -$11.7K -106 -1%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$828K +$180K +1,623 +28%
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