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FIVE9
FIVN

Overview Fund Activity

379 hedge funds and large institutions have $9.19B invested in FIVE9 in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-20
Holders Change %
-5.01%
% of All Funds
5.85%
Holding in Top 10
13
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-56.67%
% of All Funds
0.2%
New
101
Increased
122
Reduced
119
Closed
115
Calls
$559M
Puts
$288M
Net Calls
+$272M
Net Calls Change
-$404M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$250M
3
WA
Wasatch Advisors
Utah
+$215M
4
SCH
Sylebra Capital (HK)
Hong Kong
+$177M
5
Holocene Advisors
Holocene Advisors
New York
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
2
HI
HBK Investments
Texas
-$153M
3
PCM
Pentwater Capital Management
Florida
-$135M
4
MF
Magnetar Financial
Illinois
-$123M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$356K -$538K -3,915 -60%
SFS
277
Stiles Financial Services
Minnesota
$345K +$345K +2,515 New
XT
278
XTX Topco
Cayman Islands
$344K +$344K +2,505 New
LCS
279
Levin Capital Strategies
New York
$343K -$206K -1,500 -38%
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$342K -$15.5K -113 -4%
TC
281
TownSquare Capital
Utah
$339K +$12.4K +90 +4%
OWM
282
OneAscent Wealth Management
Alabama
$334K +$334K +2,432 New
VCA
283
Verdence Capital Advisors
Maryland
$329K +$329K +2,393 New
D.E. Shaw & Co
284
D.E. Shaw & Co
New York
$328K -$41.9M -304,691 -99%
T
285
TOBAM
France
$288K +$288K +2,100 New
OFS
286
OneAscent Financial Services
Alabama
$283K +$283K +2,063 New
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$264K -$12K -87 -4%
FTCM
288
First Trust Capital Management
Illinois
$259K – – –
AQR Capital Management
289
AQR Capital Management
Connecticut
$257K -$215K -1,566 -46%
Rafferty Asset Management
290
Rafferty Asset Management
New York
$246K +$3.84K +28 +2%
VWA
291
Visionary Wealth Advisors
Illinois
$244K +$244K +1,780 New
OTL
292
Oak Thistle LLC
New York
$242K +$242K +1,760 New
VIA
293
Vident Investment Advisory
Georgia
$241K +$241K +1,757 New
Fidelity International
294
Fidelity International
Bermuda
$236K +$115K +839 +96%
DU
295
Delphia (USA)
Ontario, Canada
$231K +$231K +1,680 New
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$217K +$29.2K +213 +16%
SI
297
Stephens Inc
Arkansas
$217K +$217K +1,580 New
KeyBank National Association
298
KeyBank National Association
Ohio
$216K -$96.4K -703 -31%
KBC Group
299
KBC Group
Belgium
$206K -$200K -1,458 -49%
AIM
300
ARK Investment Management
Florida
$196K +$196K +1,428 New
10 11
12
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