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FIVE9
FIVN

Overview Fund Activity

389 hedge funds and large institutions have $10.3B invested in FIVE9 in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
6.85%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.28%
New
55
Increased
134
Reduced
155
Closed
63
Calls
$71.2M
Puts
$140M
Net Calls
-$69.2M
Net Calls Change
-$103M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$336M
2
FAM
Fred Alger Management
New York
$131M
3
BlackRock
BlackRock
New York
$636M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$250M
5
CMG
Cavalry Management Group
California
$57.1M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$188M
4
RP
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JSC
201
Jackson Square Capital
California
$1.3M -$1.23M -7,867 -49%
PA
202
Paragon Advisors
Texas
$1.3M -$12K -77 -0.9%
MCP
203
Mirador Capital Partners
California
$1.29M -$222K -1,423 -15%
Creative Planning
204
Creative Planning
Kansas
$1.24M +$88.3K +565 +8%
State of Wisconsin Investment Board
205
State of Wisconsin Investment Board
Wisconsin
$1.22M -$18.9K -121 -2%
CM
206
Castleark Management
Illinois
$1.21M -$54K -345 -4%
Osaic Holdings
207
Osaic Holdings
Arizona
$1.19M -$204K -1,310 -15%
Aviva
208
Aviva
United Kingdom
$1.17M -$382K -2,444 -25%
IB
209
Intrust Bank
Kansas
$1.17M -$77.5K -496 -6%
ECM
210
EMC Capital Management
Texas
$1.16M -$286K -1,830 -20%
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$1.15M – – –
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$1.12M +$209K +1,334 +23%
QT
213
Quantbot Technologies
New York
$1.1M +$1.1M +7,049 New
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$1.1M -$152K -969 -12%
NSEDCP
215
NJ State Employees Deferred Compensation Plan
New Jersey
$1.09M – – –
MSE
216
MUFG Securities EMEA
United Kingdom
$1.09M +$1.09M +7,000 New
CCM
217
Coe Capital Management
Illinois
$1.09M -$454K -2,906 -29%
TI
218
Trexquant Investment
Connecticut
$1.09M +$640K +4,093 +142%
HAG
219
HighPoint Advisor Group
Illinois
$1.09M +$15.5K +90 +1%
SCA
220
Snowden Capital Advisors
New York
$1.03M +$71.1K +455 +7%
MAM
221
Martingale Asset Management
Massachusetts
$1.02M -$266K -1,700 -21%
EWM
222
Empirical Wealth Management
Washington
$1.02M -$22K -141 -2%
JWS
223
Juncture Wealth Strategies
Arizona
$1.01M -$35.4K -234 -3%
LPL Financial
224
LPL Financial
California
$997K -$181K -1,155 -15%
X
225
Xponance
Pennsylvania
$995K -$2.97K -19 -0.3%
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