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FIVE9
FIVN

Overview Fund Activity

325 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 106 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
69
Increased
122
Reduced
106
Closed
73
Calls
$116M
Puts
$75.3M
Net Calls
+$41M
Net Calls Change
+$25.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$454M
2
Morgan Stanley
2
Morgan Stanley
New York
$143M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$125M
4
N
4
Natixis
France
$70.6M
5
SCH
5
Sylebra Capital (HK)
Hong Kong
$169M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$10.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$250M
3
SM
3
SCGE Management
California
$0
4
DCM
4
Dorsal Capital Management
California
$17M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
301
Capital Advisors Ltd
Ohio
$3K +$1.29K +21 +75%
EARNEST Partners
302
EARNEST Partners
Georgia
$2.78K – – –
MA
303
MCF Advisors
Kentucky
$2.44K +$2.44K +36 New
Dimensional Fund Advisors
304
Dimensional Fund Advisors
Texas
$2.28K -$3.3K -48,628 -59%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.46K -19 -42%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$1.9K -$8.27K -87 -81%
GEA
307
Glen Eagle Advisors
New Jersey
$1.56K – – –
HI
308
Harbour Investments
Wisconsin
$1.36K +$1.36K +20 New
ACM
309
Advent Capital Management
New York
$1.22K -$22.3K -329 -95%
FFA
310
Farther Finance Advisors
California
$1.22K +$1.22K +18 New
SWA
311
Sutton Wealth Advisors
Florida
$1.22K +$1.22K +18 New
EI
312
Ellevest Inc
New York
$1.02K -$6.31K -93 -86%
UB
313
UMB Bank
Missouri
$1K -$11.7K -187 -92%
CA
314
Clearstead Advisors
Ohio
$679 – – –
CPG
315
Cornerstone Planning Group
New Jersey
$493 +$493 +7 New
IFAM
316
Institutional & Family Asset Management
Colorado
$475 – – –
TPCW
317
TD Private Client Wealth
New York
$475 +$475 +7 New
BWM
318
BerganKDV Wealth Management
Minnesota
$475 +$475 +7 New
NC
319
NewSquare Capital
Pennsylvania
$204 – – –
MPCL
320
My Personal CFO LLC
Washington
$204 +$204 +3 New
LF
321
Lee Financial
Texas
$136 – – –
NA
322
NewEdge Advisors
Louisiana
$1 +$1 +11 New
SM
323
SCGE Management
California
– -$70.5M -940,000 Closed
WRCM
324
Whale Rock Capital Management
Massachusetts
– -$66.6M -888,507 Closed
PWAM
325
Park West Asset Management
California
– -$49.8M -664,094 Closed
11 12
13
14 15