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

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$1.86M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$268M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$222M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$199M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$179K -$160K -1,440 -47%
AAM
277
Advisors Asset Management
Colorado
$151K +$46.1K +418 +44%
TRCT
278
Tower Research Capital (TRC)
New York
$148K -$139K -1,256 -48%
EDRH
279
Edmond de Rothschild Holding
Switzerland
$142K +$12.4K +112 +10%
AIG
280
American International Group
New York
$141K – – –
HCM
281
Highlander Capital Management
New Jersey
$135K – – –
PAM
282
Paradigm Asset Management
New York
$132K – – –
PCH
283
Polar Capital Holdings
United Kingdom
$131K +$7.11K +64,403 +6%
PFS
284
Prospera Financial Services
Texas
$104K +$104K +944 New
PFBT
285
Parkside Financial Bank & Trust
Missouri
$80K +$1.87K +17 +2%
CSS
286
Cubist Systematic Strategies
Connecticut
$79K -$2.97M -27,022 -97%
HWMA
287
Heritage Wealth Management (Arizona)
Arizona
$66K +$66K +595 New
WT
288
Whittier Trust
California
$60K +$1.67K +15 +3%
MIFH
289
Migdal Insurance & Financial Holdings
Israel
$50K +$11.4K +102 +29%
NFSG
290
Newbridge Financial Services Group
Florida
$47K – – –
HIIFS
291
Harel Insurance Investments & Financial Services
Israel
$45K -$40.9K -367 -48%
CFB
292
Cullen/Frost Bankers
Texas
$44K – – –
VC
293
Vestor Capital
Illinois
$42K +$42K +382 New
Lazard Asset Management
294
Lazard Asset Management
New York
$41K +$41K +379 New
PCG
295
Private Capital Group
Connecticut
$35K -$6.34K -58 -15%
AWM
296
AllSquare Wealth Management
New York
$31K – – –
S
297
SignatureFD
Georgia
$29K -$11.3K -103 -28%
HNB
298
Huntington National Bank
Ohio
$28K -$6.37K -58 -19%
UB
299
UMB Bank
Missouri
$28K – – –
PMFA
300
Plante Moran Financial Advisors
Michigan
$28K – – –
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12
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