FIVN icon

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.

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 %
C
301
Covestor
United Kingdom
$10K +$3.98K +43 +66%
Bessemer Group
302
Bessemer Group
New Jersey
$10K +$10K +107 New
HFM
303
Harvest Fund Management
China
$9K – – –
CA
304
CoreCap Advisors
Michigan
$8K +$8K +87 New
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$7K +$653 +7 +10%
EI
306
Ellevest Inc
New York
$7K +$5.6K +60 +400%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$6K -$15K -152 -71%
AC
308
Armistice Capital
New York
$5.92K +$5.92K +65,000 New
APA
309
American Portfolios Advisors
New York
$5.47K – – –
VCM
310
Versant Capital Management
Arizona
$5K -$268 -3 -5%
RMC
311
Resources Management Corp
Connecticut
$5K – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$5K +$1.33K +16 +36%
CWM
313
Curi Wealth Management
North Carolina
$4K – – –
SWM
314
Spire Wealth Management
Virginia
$4K – – –
EARNEST Partners
315
EARNEST Partners
Georgia
$4K – – –
CA
316
Crewe Advisors
Utah
$3K +$3K +30 New
WPA
317
West Paces Advisors
Georgia
$2.83K – – –
GWS
318
Glassman Wealth Services
Virginia
$2K – – –
FF
319
FourThought Financial
Florida
$2K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$1K -$1.75K -14 -64%
MAM
321
Meeder Asset Management
Ohio
$1K -$1.63K -13 -62%
CA
322
Clearstead Advisors
Ohio
$1K – – –
IFAM
323
Institutional & Family Asset Management
Colorado
$1K +$1K +7 New
MF
324
Magnetar Financial
Illinois
$206 +$206 +2,262 New
JCM
325
Junto Capital Management
New York
– -$20.3M -184,238 Closed
11 12
13
14 15