FIVE9
FIVN
398 hedge funds and large institutions have $12.3B 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 45 closing their positions.
20% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 45
19% more capital invested
Capital invested by funds: $10.3B → $12.3B (+$1.96B)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
2% more funds holding
Funds holding: 392 → 398 (+6)
1% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 145
0.87% more ownership
Funds ownership: 99.17% → 100.04% (+0.87%)
25% less call options, than puts
Call options by funds: $92.6M | Put options by funds: $123M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$396M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$70.5M |
| 3 |
JP Morgan Chase
New York
|
+$66M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$58.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$57.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$145M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$49.4M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$41.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.2M |
| 5 |
CMG
Cavalry Management Group
San Francisco,
California
|
-$30.1M |
FIVN Hedge Fund Activity: Q2 2021 in Review
398 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2021, worth a combined $12.3B — up 19% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FIVN positions and 45 closed out — a net gain of 9 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.
- 398 institutional investors held FIVE9 (FIVN) as of Q2 2021, up from 392 in Q1 2021.
- Funds reported $12.3B of FIVE9 stock for Q2 2021, up 19% quarter-over-quarter.
- 54 funds opened new FIVE9 positions in Q2 2021 and 45 closed out, a net change of +9 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.