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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
BOH
201
Bank of Hawaii
Hawaii
$1.51M +$971K +5,630 +216%
ADIM
202
Alpha DNA Investment Management
Maryland
$1.48M +$659K +3,824 +90%
State of Wisconsin Investment Board
203
State of Wisconsin Investment Board
Wisconsin
$1.46M +$25.3K +147 +2%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$1.45M +$1.36M +7,874 New
X
205
Xponance
Pennsylvania
$1.43M +$244K +1,417 +22%
CC
206
Centiva Capital
New York
$1.37M +$1.29M +7,494 New
SCF
207
Sante Capital Fund
Texas
$1.35M +$1.27M +7,340 New
Truist Financial
208
Truist Financial
North Carolina
$1.33M +$343K +1,992 +38%
Osaic Holdings
209
Osaic Holdings
Arizona
$1.29M -$104K -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 -$123K -711 -9%
JWS
213
Juncture Wealth Strategies
Arizona
$1.24M -$45.3K -263 -4%
AI
214
Atom Investors
Texas
$1.24M +$188K +1,088 +19%
ZIM
215
Zacks Investment Management
Illinois
$1.23M -$1.19M -6,917 -51%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$1.23M -$49.8K -289 -4%
SCA
217
Snowden Capital Advisors
New York
$1.22M +$16.7K +97 +1%
CM
218
Castleark Management
Illinois
$1.21M -$190K -1,100 -14%
BCM
219
Bayesian Capital Management
New York
$1.2M +$314K +1,822 +38%
EWM
220
Empirical Wealth Management
Washington
$1.2M +$862 +5 +0.1%
SO
221
STRS Ohio
Ohio
$1.18M -$567K -3,287 -34%
ECM
222
EMC Capital Management
Texas
$1.17M -$185K -1,075 -14%
PCM
223
Prelude Capital Management
New York
$1.16M -$882K -5,115 -45%
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$1.16M -$2.07M -12,016 -66%
CAM
225
Cresset Asset Management
Illinois
$1.16M +$107K +620 +11%

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.