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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B -$12.6M -73,206 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B -$13.4M -77,795 -1%
BlackRock
3
BlackRock
New York
$773M +$25.4M +147,507 +4%
Alkeon Capital Management
4
Alkeon Capital Management
New York
$554M -$1.57M -9,136 -0.3%
WRCM
5
Whale Rock Capital Management
Massachusetts
$523M +$70.5M +408,928 +17%
WA
6
Wasatch Advisors
Utah
$504M -$13.8M -79,937 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$440M +$66M +382,884 +19%
Macquarie Group
8
Macquarie Group
Australia
$425M +$396M +2,296,774 +10,449%
Invesco
9
Invesco
Georgia
$292M -$49.4M -286,781 -15%
EAM
10
Eventide Asset Management
Massachusetts
$216M +$306K +1,773 +0.2%
Wells Fargo
11
Wells Fargo
California
$212M -$8.12M -47,125 -4%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$210M -$9.67M -56,113 -5%
State Street
13
State Street
Massachusetts
$184M +$38.6M +224,120 +29%
SI
14
SQN Investors
California
$166M
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$161M +$35.7M +207,100 +31%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$160M +$12.2M +70,546 +9%
FAM
17
Fred Alger Management
New York
$159M +$4.47M +25,910 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$153M +$5.24M +30,381 +4%
First Trust Advisors
19
First Trust Advisors
Illinois
$142M -$18.8M -108,802 -12%
EAM
20
Eagle Asset Management
Florida
$141M -$417K -2,417 -0.3%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$139M -$145M -841,228 -53%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$134M -$37.2M -215,793 -23%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$124M +$6.07M +35,200 +5%
N
24
Nuveen
North Carolina
$111M -$2.26M -13,135 -2%
Norges Bank
25
Norges Bank
Norway
$104M +$15.7M +91,126 +19%