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

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$1.86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$268M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$222M
4
WRCM
Whale Rock Capital Management
Massachusetts
$199M
5
Franklin Resources
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
NICM
302
Neo Ivy Capital Management
New York
$24K -$9.22K -83 -28%
GWM
303
Geneos Wealth Management
Colorado
$24K – – –
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$24K +$18.6K +165 +344%
CFGS
305
Concourse Financial Group Securities
Alabama
$20K -$20.6K -184 -51%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$19K -$18.6K -177 -49%
TWA
307
TCI Wealth Advisors
Arizona
$19K -$108 -1 -0.6%
GRP
308
Global Retirement Partners
California
$19K +$9.84K +115 +107%
EC
309
Elequin Capital
New York
$19K +$19K +172 New
TWC
310
TD Waterhouse Canada
Ontario, Canada
$15.6K -$7.16K -49 -31%
EWM
311
Endurance Wealth Management
Rhode Island
$15K – – –
RTC
312
Riverview Trust Company
Washington
$15K +$15K +136 New
PA
313
Parallel Advisors
California
$13K -$5.68K -52 -30%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
IA
315
IFP Advisors
Florida
$13K +$12.1K +121 +1,344%
HFM
316
Harvest Fund Management
China
$11K -$21.6K -200 -66%
MCC
317
Money Concepts Capital
Florida
$11K +$11K +100 New
STCOSD
318
Sageworth Trust Company of South Dakota
South Dakota
$8K -$36.8K -313 -82%
VCM
319
Versant Capital Management
Arizona
$7K +$356 +3 +5%
C
320
Covestor
United Kingdom
$7K +$2.69K +25 +63%
APA
321
American Portfolios Advisors
New York
$6.62K – – –
RMC
322
Resources Management Corp
Connecticut
$6K – – –
S
323
Surevest
California
$6K – – –
EARNEST Partners
324
EARNEST Partners
Georgia
$5K – – –
GWSG
325
GPS Wealth Strategies Group
Colorado
$5K +$2.5K +22 +100%
11 12
13
14 15