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FIVE9
FIVN

Overview Fund Activity

396 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
Holders
396
Holders Change
+7
Holders Change %
+1.8%
% 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

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$425M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$523M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$440M
4
Franklin Resources
4
Franklin Resources
California
$80.5M
5
State Street
5
State Street
Massachusetts
$184M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$139M
2
Invesco
2
Invesco
Georgia
$292M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M
5
CMG
5
Cavalry Management Group
California
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
201
Bank of Hawaii
Hawaii
$1.51M +$1.03M +5,630 +216%
ADIM
202
Alpha DNA Investment Management
Maryland
$1.48M +$700K +3,824 +90%
State of Wisconsin Investment Board
203
State of Wisconsin Investment Board
Wisconsin
$1.46M +$27K +147 +2%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$1.45M +$1.45M +7,874 New
X
205
Xponance
Pennsylvania
$1.43M +$260K +1,417 +22%
CC
206
Centiva Capital
New York
$1.37M +$1.37M +7,494 New
SCF
207
Sante Capital Fund
Texas
$1.35M +$1.35M +7,340 New
Truist Financial
208
Truist Financial
North Carolina
$1.33M +$365K +1,992 +38%
Osaic Holdings
209
Osaic Holdings
Arizona
$1.29M -$110K -602 -8%
NSEDCP
210
NJ State Employees Deferred Compensation Plan
New Jersey
$1.28M – – –
CCM
211
Coe Capital Management
Illinois
$1.28M – – –
IB
212
Intrust Bank
Kansas
$1.24M -$130K -711 -9%
JWS
213
Juncture Wealth Strategies
Arizona
$1.24M -$51.2K -263 -4%
AI
214
Atom Investors
Texas
$1.24M +$200K +1,088 +19%
ZIM
215
Zacks Investment Management
Illinois
$1.23M -$1.27M -6,917 -51%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$1.23M -$53K -289 -4%
SCA
217
Snowden Capital Advisors
New York
$1.22M +$17.8K +97 +1%
CM
218
Castleark Management
Illinois
$1.21M -$202K -1,100 -14%
BCM
219
Bayesian Capital Management
New York
$1.2M +$334K +1,822 +38%
EWM
220
Empirical Wealth Management
Washington
$1.2M +$917 +5 +0.1%
SO
221
STRS Ohio
Ohio
$1.18M -$603K -3,287 -34%
ECM
222
EMC Capital Management
Texas
$1.17M -$197K -1,075 -14%
PCM
223
Prelude Capital Management
New York
$1.16M -$938K -5,115 -45%
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$1.16M -$2.2M -12,016 -66%
CAM
225
Cresset Asset Management
Illinois
$1.16M +$114K +620 +11%
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