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FIVE9
FIVN

Overview Fund Activity

346 hedge funds and large institutions have $7.45B invested in FIVE9 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 117 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-33
Holders Change %
-8.71%
% of All Funds
5.48%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.4%
New
46
Increased
138
Reduced
117
Closed
75
Calls
$248M
Puts
$171M
Net Calls
+$77.2M
Net Calls Change
-$194M

Top Buyers

1
CM
Corvex Management
New York
$167M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$300M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$192M
4
SM
SCGE Management
California
$135M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$417M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$1.86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$268M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$222M
4
WRCM
Whale Rock Capital Management
Massachusetts
$199M
5
Franklin Resources
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
MetLife Investment Management
New Jersey
$482K +$482K +4,365 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$461K +$100K +911 +28%
QCM
228
Quantinno Capital Management
New York
$446K -$77.3K -701 -15%
XT
229
XTX Topco
Cayman Islands
$444K +$168K +1,521 +61%
CM
230
Castleark Management
Illinois
$435K -$817K -7,395 -65%
Canada Pension Plan Investment Board
231
Canada Pension Plan Investment Board
Ontario, Canada
$419K -$27.5M -248,887 -98%
BCM
232
Bayesian Capital Management
New York
$413K -$333K -3,013 -45%
ProShare Advisors
233
ProShare Advisors
Maryland
$412K -$129K -1,168 -24%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$412K +$237K +2,149 +136%
Canada Life
235
Canada Life
Manitoba, Canada
$410K +$1.18K +10 +0.3%
PFO
236
Pathstone Family Office
New Jersey
$397K +$40.3K +365 +11%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$397K +$397K +3,600 New
Voloridge Investment Management
238
Voloridge Investment Management
Florida
$380K -$24.6M -223,142 -98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
239
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$374K -$3.49M -31,615 -90%
SHGA
240
Sand Hill Global Advisors
California
$356K – – –
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$356K +$47.5K +430 +15%
KBC Group
242
KBC Group
Belgium
$355K +$189K +1,715 +114%
EWA
243
Encompass Wealth Advisors
Oregon
$337K – – –
AQR Capital Management
244
AQR Capital Management
Connecticut
$334K +$128K +1,155 +62%
MCM
245
MAI Capital Management
Ohio
$332K -$221 -2 -0.1%
LCS
246
Levin Capital Strategies
New York
$331K +$55.2K +500 +20%
DCM
247
Dimension Capital Management
Florida
$321K +$321K +2,906 New
CWM
248
Concentric Wealth Management
California
$319K – – –
FC
249
FORA Capital
Florida
$311K +$311K +2,815 New
MAP
250
Moody Aldrich Partners
Massachusetts
$311K +$311K +2,820 New
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