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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 %
HWMA
276
Heritage Wealth Management (Arizona)
Arizona
$45K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$43K +$38.5K +516 +846%
O
278
Ossiam
France
$43K +$43K +567 New
WT
279
Whittier Trust
California
$39K – – –
RA
280
Resolute Advisors
California
$36K +$36K +476 New
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$30K -$1.08K -14 -3%
ACM
282
Advent Capital Management
New York
$26K – – –
NFSG
283
Newbridge Financial Services Group
Florida
$25K – – –
LC
284
Lindbrook Capital
California
$24K -$225 -3 -0.9%
AWM
285
AllSquare Wealth Management
New York
$21K – – –
HIIFS
286
Harel Insurance Investments & Financial Services
Israel
$20K -$981 -13 -5%
PMFA
287
Plante Moran Financial Advisors
Michigan
$19K – – –
FHA
288
First Horizon Advisors
Tennessee
$18K -$1.44K -21 -7%
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$18K – – –
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
HNB
291
Huntington National Bank
Ohio
$17K +$2.03K +27 +14%
GWM
292
Geneos Wealth Management
Colorado
$16K – – –
UB
293
UMB Bank
Missouri
$15K -$3.77K -51 -20%
S
294
SignatureFD
Georgia
$14K -$19.3K -252 -58%
IA
295
IFP Advisors
Florida
$14K +$418 +4 +3%
AWM
296
Abound Wealth Management
Tennessee
$13.4K +$13.4K +179 New
GRP
297
Global Retirement Partners
California
$13K -$423 -7 -3%
CFGS
298
Concourse Financial Group Securities
Alabama
$13K +$955 +13 +8%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$12K -$10.4K -145 -46%
RTC
300
Riverview Trust Company
Washington
$12K +$1.86K +25 +18%
10 11
12
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