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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 %
Prudential Financial
251
Prudential Financial
New Jersey
$310K +$30.1K +272 +11%
SC
252
Shay Capital
New York
$309K +$309K +2,797 New
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$305K – – –
OWM
254
OneAscent Wealth Management
Alabama
$305K +$36.1K +327 +13%
TC
255
TownSquare Capital
Utah
$303K +$31.1K +282 +11%
Barclays
256
Barclays
United Kingdom
$300K -$748K -6,771 -71%
VCA
257
Verdence Capital Advisors
Maryland
$298K +$33.8K +306 +13%
MIH
258
Meitav Investment House
Israel
$297K – – –
SFS
259
Stiles Financial Services
Minnesota
$278K – – –
CC
260
Centiva Capital
New York
$276K +$276K +2,500 New
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$266K -$8.16K -74 -3%
WIC
262
Water Island Capital
New York
$265K -$353K -3,194 -57%
TSS
263
Two Sigma Securities
New York
$264K -$61.8K -560 -19%
PRC
264
Pearl River Capital
Michigan
$262K -$739K -6,702 -74%
OFS
265
OneAscent Financial Services
Alabama
$261K +$33.1K +300 +15%
CB
266
Commerce Bank
Missouri
$255K +$255K +2,310 New
CC
267
Corton Capital
Ontario, Canada
$247K +$247K +2,239 New
PMAM
268
Picton Mahoney Asset Management
Ontario, Canada
$245K -$518K -4,690 -68%
SOW
269
State of Wyoming
Wyoming
$235K +$217K +1,961 +1,203%
VPIM
270
Vanguard Personalized Indexing Management
California
$233K +$233K +2,109 New
SI
271
Stephens Inc
Arkansas
$230K +$55.9K +507 +32%
Manulife (Manufacturers Life Insurance)
272
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223K +$223K +2,020 New
RJT
273
Raymond James Trust
Florida
$212K +$212K +1,919 New
Macquarie Group
274
Macquarie Group
Australia
$188K -$19.1K -172,738 -9%
AIM
275
ARK Investment Management
Florida
$184K +$26.5K +240 +17%
9 10
11
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