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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.

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

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$382M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$125M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$188M
4
RP
4
Riverbridge Partners
Minnesota
$41.2M
5
NAMA
5
Nikko Asset Management Americas
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.54B 9,860,862 +314,572 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B 6,464,901 +81,960 +1%
BlackRock
3
BlackRock
New York
$636M 4,066,902 +449,754 +12%
Alkeon Capital Management
4
Alkeon Capital Management
New York
$473M 3,028,654 +9,158 +0.3%
WA
5
Wasatch Advisors
Utah
$442M 2,827,659 +47,097 +2%
WRCM
6
Whale Rock Capital Management
Massachusetts
$382M 2,443,957 -759,573 -24%
WRF
7
Waddell & Reed Financial
Kansas
$336M 2,148,101 +893,067 +71%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$316M 2,018,861 +324,637 +19%
Invesco
9
Invesco
Georgia
$294M 1,878,080 +145,315 +8%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$250M 1,597,984 +422,031 +36%
Wells Fargo
11
Wells Fargo
California
$188M 1,202,839 +151,991 +14%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$188M 1,199,858 -334,887 -22%
EAM
13
Eventide Asset Management
Massachusetts
$184M 1,178,742 +9,474 +0.8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$148M 946,712 -30,352 -3%
SI
15
SQN Investors
California
$141M 904,002 +22,362 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$138M 885,888 -150,897 -15%
FAM
17
Fred Alger Management
New York
$131M 838,972 +564,303 +205%
EAM
18
Eagle Asset Management
Florida
$127M 771,942 +175,528 +29%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$126M 805,824 +32,743 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$125M 800,805 -474,280 -37%
State Street
21
State Street
Massachusetts
$122M 779,179 +4,993 +0.6%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$100M 642,300 -85,700 -12%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$100M 667,600 – –
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$96.5M 617,375 -14,638 -2%
ClearBridge Investments
25
ClearBridge Investments
New York
$87.2M 558,075 +3,532 +0.6%
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