FIVN icon

FIVE9
FIVN

Overview Fund Activity

334 hedge funds and large institutions have $5.32B invested in FIVE9 in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.78%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.26%
New
49
Increased
142
Reduced
105
Closed
44
Calls
$45.2M
Puts
$29.2M
Net Calls
+$16M
Net Calls Change
-$39.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$165M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$224M
3
WRCM
Whale Rock Capital Management
Massachusetts
$66.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$361M
5
American Century Companies
American Century Companies
Missouri
$27.6M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
CM
Corvex Management
New York
$0
3
SM
SCGE Management
California
$70.5M
4
DCM
Driehaus Capital Management
Illinois
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
251
Picton Mahoney Asset Management
Ontario, Canada
$231K -$14.9K -200 -6%
EWA
252
Encompass Wealth Advisors
Oregon
$229K – – –
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$221K – – –
MCM
254
MAI Capital Management
Ohio
$219K +$8.94K +119 +4%
DCM
255
Dimension Capital Management
Florida
$218K – – –
WE
256
Wealth Effects
Massachusetts
$216K -$148K -1,970 -41%
CWM
257
Concentric Wealth Management
California
$216K – – –
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$216K +$4.59K +61 +2%
GCP
259
GSA Capital Partners
United Kingdom
$216K +$216K +2,876 New
CC
260
Centiva Capital
New York
$210K +$22.8K +304 +12%
MIH
261
Meitav Investment House
Israel
$205K – – –
OFS
262
OneAscent Financial Services
Alabama
$204K -$3.07K -41 -1%
TC
263
TownSquare Capital
Utah
$202K +$300 +4 +0.1%
SI
264
Stephens Inc
Arkansas
$159K +$9.13K +122 +6%
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$157K -$449K -6,000 -74%
EDRH
266
Edmond de Rothschild Holding
Switzerland
$146K +$2.25K +30 +2%
QT
267
Quantbot Technologies
New York
$125K +$125K +1,673 New
SOW
268
State of Wyoming
Wyoming
$104K +$48.7K +651 +88%
AAM
269
Advisors Asset Management
Colorado
$90K -$8.33K -111 -8%
AIG
270
American International Group
New York
$81K +$299 +4 +0.4%
Lazard Asset Management
271
Lazard Asset Management
New York
$81K +$52.8K +710 +187%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$62K +$5.53K +73 +10%
HCM
273
Highlander Capital Management
New Jersey
$56K – – –
Walleye Trading
274
Walleye Trading
New York
$54K +$54K +718 New
PCH
275
Polar Capital Holdings
United Kingdom
$46K -$45.4K -605,412 -50%
9 10
11
12 13