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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 %
TWC
301
TD Waterhouse Canada
Ontario, Canada
$11.2K -$1.15K -11 -9%
VCM
302
Versant Capital Management
Arizona
$11K +$6.84K +92 +164%
EWM
303
Endurance Wealth Management
Rhode Island
$10K – – –
Bessemer Group
304
Bessemer Group
New Jersey
$10K +$1.51K +19 +18%
PA
305
Parallel Advisors
California
$9K -$6.08K -79 -40%
C
306
Covestor
United Kingdom
$8K – – –
EI
307
Ellevest Inc
New York
$8K +$2.44K +33 +44%
HFM
308
Harvest Fund Management
China
$7K -$1.02K -13 -13%
WFA
309
Wipfli Financial Advisors
Wisconsin
$6K +$6K +84 New
DFCM
310
Dark Forest Capital Management
Puerto Rico
$5K +$5K +64 New
APA
311
American Portfolios Advisors
New York
$4.5K – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$4K – – –
EWA
313
EverSource Wealth Advisors
Alabama
$4K +$4K +49 New
QCG
314
Quadrant Capital Group
Ohio
$3K -$17.1K -217 -85%
SWM
315
Spire Wealth Management
Virginia
$3K -$79 -1 -3%
EARNEST Partners
316
EARNEST Partners
Georgia
$3K – – –
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.87K +43 +2,150%
FF
318
FourThought Financial
Florida
$2K – – –
CA
319
Crewe Advisors
Utah
$2K – – –
CAL
320
Capital Advisors Ltd
Ohio
$2K +$2K +28 New
SFO
321
Standard Family Office
South Dakota
$2K +$2K +32 New
GEA
322
Glen Eagle Advisors
New Jersey
$1.73K +$1.73K +23 New
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$1.62K -$20.9K -253,983 -93%
STCOSD
324
Sageworth Trust Company of South Dakota
South Dakota
$1K -$9.71K -68 -91%
GWS
325
Glassman Wealth Services
Virginia
$1K -$385 -5 -28%
11 12
13
14 15