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FIVE9
FIVN

Overview Fund Activity

399 hedge funds and large institutions have $10.4B invested in FIVE9 in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+76.47%
% of All Funds
0.53%
New
108
Increased
117
Reduced
126
Closed
102
Calls
$1.05B
Puts
$377M
Net Calls
+$676M
Net Calls Change
+$706M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
$199M
2
HI
HBK Investments
Texas
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$190M
4
CM
Corvex Management
New York
$137M
5
SCM
Segantii Capital Management
Hong Kong
$135M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
WA
Wasatch Advisors
Utah
$64.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$8.79M
5
Invesco
Invesco
Georgia
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
201
Segall Bryant & Hamill
Illinois
$2.4M -$4.69M -29,351 -66%
TCA
202
Taconic Capital Advisors
New York
$2.4M +$2.4M +15,000 New
M&T Bank
203
M&T Bank
New York
$2.35M -$948K -5,932 -29%
RJA
204
Raymond James & Associates
Florida
$2.35M -$3.43M -21,472 -59%
SEC
205
Seven Eight Capital
New York
$2.31M +$687K +4,300 +42%
WCA
206
Westover Capital Advisors
Delaware
$2.27M -$66K -413 -3%
BCM
207
Bridgeway Capital Management
Texas
$2.22M – – –
AAM
208
Azzad Asset Management
Virginia
$2.19M +$160 +1 +0%
AB
209
Amalgamated Bank
New York
$2.19M -$118K -736 -5%
CAC
210
Cowen and Company
New York
$2.13M +$2.13M +13,342 New
SIAP
211
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.09M – – –
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$2M +$643K +4,026 +47%
EVM
213
Eaton Vance Management
Massachusetts
$1.99M +$29.7K +189 +2%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$1.95M +$683K +4,245 +54%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$1.95M +$176K +1,100 +10%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$1.95M -$24.6K -154 -1%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$1.94M -$184K -1,151 -9%
URS
218
Utah Retirement Systems
Utah
$1.93M -$95.9K -600 -5%
Stifel Financial
219
Stifel Financial
Missouri
$1.88M -$441K -2,764 -19%
MAG
220
Millrace Asset Group
Pennsylvania
$1.78M +$386K +2,415 +28%
QT
221
Quantbot Technologies
New York
$1.73M +$1.36M +8,540 +375%
BCM
222
Bayesian Capital Management
New York
$1.6M +$552K +3,455 +53%
LOAMU
223
Lombard Odier Asset Management (USA)
New York
$1.6M +$1.6M +10,000 New
DAM
224
DLD Asset Management
New York
$1.6M +$1.6M +10,000 New
MCP
225
Mirador Capital Partners
California
$1.57M +$154K +963 +11%
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