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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.

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 Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B 9,787,656 -73,206 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B 6,387,106 -77,795 -1%
BlackRock
3
BlackRock
New York
$773M 4,214,409 +147,507 +4%
Alkeon Capital Management
4
Alkeon Capital Management
New York
$554M 3,019,518 -9,136 -0.3%
WRCM
5
Whale Rock Capital Management
Massachusetts
$523M 2,852,885 +408,928 +17%
WA
6
Wasatch Advisors
Utah
$504M 2,747,722 -79,937 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$440M 2,401,745 +382,884 +19%
Macquarie Group
8
Macquarie Group
Australia
$425M 2,318,755 +2,296,774 +10,449%
Invesco
9
Invesco
Georgia
$292M 1,591,299 -286,781 -15%
EAM
10
Eventide Asset Management
Massachusetts
$216M 1,180,515 +1,773 +0.2%
Wells Fargo
11
Wells Fargo
California
$212M 1,155,714 -47,125 -4%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$210M 1,143,745 -56,113 -5%
State Street
13
State Street
Massachusetts
$184M 1,003,299 +224,120 +29%
SI
14
SQN Investors
California
$166M 904,002 – –
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$161M 874,700 +207,100 +31%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$160M 871,351 +70,546 +9%
FAM
17
Fred Alger Management
New York
$159M 864,882 +25,910 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$153M 836,205 +30,381 +4%
First Trust Advisors
19
First Trust Advisors
Illinois
$142M 777,086 -108,802 -12%
EAM
20
Eagle Asset Management
Florida
$141M 769,525 -2,417 -0.3%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$139M 756,756 -841,228 -53%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$134M 730,919 -215,793 -23%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$124M 677,500 +35,200 +5%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$111M 604,240 -13,135 -2%
Norges Bank
25
Norges Bank
Norway
$104M 567,365 +91,126 +19%
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