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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 %
NFSG
276
Newbridge Financial Services Group
Florida
$31K -$8.02K -88 -21%
PCG
277
Private Capital Group
Connecticut
$29K -$91 -1 -0.3%
LC
278
Lindbrook Capital
California
$29K +$26.7K +297 +1,142%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$28K +$11.8K +131 +72%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$27.9K +$1.89K +18,536 +7%
CG
281
Cutler Group
California
$27K -$671K -7,455 -96%
AWM
282
AllSquare Wealth Management
New York
$26K – – –
HIIFS
283
Harel Insurance Investments & Financial Services
Israel
$25K -$11.3K -126 -31%
FHA
284
First Horizon Advisors
Tennessee
$25K +$23.1K +262 +1,248%
UB
285
UMB Bank
Missouri
$24K – – –
PMFA
286
Plante Moran Financial Advisors
Michigan
$23K – – –
QCG
287
Quadrant Capital Group
Ohio
$23K +$19.9K +221 +650%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$22K -$1.02M -11,368 -98%
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
GRP
290
Global Retirement Partners
California
$20K – – –
GWM
291
Geneos Wealth Management
Colorado
$20K – – –
HNB
292
Huntington National Bank
Ohio
$18K -$5.07K -56 -22%
PA
293
Parallel Advisors
California
$18K +$7.07K +77 +65%
EC
294
Elequin Capital
New York
$16K +$274 +3 +2%
TWA
295
TCI Wealth Advisors
Arizona
$16K +$442 +5 +3%
CFGS
296
Concourse Financial Group Securities
Alabama
$15K -$1.37K -15 -8%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$14.1K +$1.32K +11 +10%
EWM
298
Endurance Wealth Management
Rhode Island
$13K – – –
IA
299
IFP Advisors
Florida
$13K – – –
RTC
300
Riverview Trust Company
Washington
$12K – – –
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12
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