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FIVE9
FIVN

Overview Fund Activity

331 hedge funds and large institutions have $6.41B invested in FIVE9 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
5.6%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.41%
New
36
Increased
137
Reduced
115
Closed
48
Calls
$120M
Puts
$64.7M
Net Calls
+$55M
Net Calls Change
-$22.2M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$307M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$84.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$97.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$408M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$206M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$30.5M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$84.4M
3
CM
3
Corvex Management
New York
$53.5M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$206M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$383K +$54.7K +600 +17%
JWS
227
Juncture Wealth Strategies
Arizona
$374K -$103K -1,130 -22%
VCA
228
Verdence Capital Advisors
Maryland
$374K +$128K +1,408 +52%
Calamos Advisors
229
Calamos Advisors
Illinois
$367K +$367K +4,027 New
IB
230
Intrust Bank
Kansas
$357K -$94.8K -1,042 -21%
PFO
231
Pathstone Family Office
New Jersey
$350K +$22.4K +246 +7%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$348K +$128K +1,400 +58%
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$336K +$152K +1,672 +83%
KBC Group
234
KBC Group
Belgium
$335K +$42.1K +462 +14%
Prudential Financial
235
Prudential Financial
New Jersey
$334K +$71K +758 +27%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$331K -$8.93K -98 -3%
Canada Life
237
Canada Life
Manitoba, Canada
$318K – – –
BAM
238
Blueshift Asset Management
New Jersey
$303K -$788K -8,638 -72%
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$300K +$98.2K +1,080 +49%
SHGA
240
Sand Hill Global Advisors
California
$294K – – –
OWM
241
OneAscent Wealth Management
Alabama
$294K +$42.4K +465 +17%
EWA
242
Encompass Wealth Advisors
Oregon
$278K – – –
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$268K -$25.3K -278 -9%
DCM
244
Dimension Capital Management
Florida
$265K – – –
CWM
245
Concentric Wealth Management
California
$263K – – –
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$256K +$109K +1,199 +74%
MCM
247
MAI Capital Management
Ohio
$255K -$19.1K -210 -7%
MAP
248
Moody Aldrich Partners
Massachusetts
$254K -$2.55K -28 -1%
OFS
249
OneAscent Financial Services
Alabama
$252K +$36.6K +402 +17%
QCM
250
Quantinno Capital Management
New York
$246K -$123K -1,348 -33%
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