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FIVE9
FIVN

Overview Fund Activity

379 hedge funds and large institutions have $9.19B invested in FIVE9 in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-20
Holders Change %
-5.01%
% of All Funds
5.85%
Holding in Top 10
13
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-56.67%
% of All Funds
0.2%
New
101
Increased
122
Reduced
119
Closed
115
Calls
$559M
Puts
$288M
Net Calls
+$272M
Net Calls Change
-$404M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$422M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$251M
3
WA
Wasatch Advisors
Utah
$270M
4
SCH
Sylebra Capital (HK)
Hong Kong
$177M
5
Holocene Advisors
Holocene Advisors
New York
$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$112M
2
HI
HBK Investments
Texas
$0
3
PCM
Pentwater Capital Management
Florida
$36.4M
4
MF
Magnetar Financial
Illinois
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
326
Plante Moran Financial Advisors
Michigan
$35K – – –
UB
327
UMB Bank
Missouri
$35K +$35K +254 New
KTC
328
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
GWM
329
Geneos Wealth Management
Colorado
$30K – – –
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$29K +$29K +214 New
TWC
331
TD Waterhouse Canada
Ontario, Canada
$27.1K +$27.1K +156 New
QCG
332
Quadrant Capital Group
Ohio
$26K -$2.38K -17 -8%
TWA
333
TCI Wealth Advisors
Arizona
$24K -$2.98K -22 -11%
PA
334
Parallel Advisors
California
$23K -$15.2K -113 -40%
SOW
335
State of Wyoming
Wyoming
$22K +$22K +163 New
AWA
336
Amplius Wealth Advisors
Pennsylvania
$21K +$21K +153 New
EWM
337
Endurance Wealth Management
Rhode Island
$19K – – –
ST
338
Sageworth Trust
Pennsylvania
$16K -$53.8K -387 -77%
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$3.39K +25 +27%
GRP
340
Global Retirement Partners
California
$15K +$841 +6 +6%
AF
341
Allworth Financial
California
$15K +$15K +110 New
CFA
342
Carroll Financial Associates
North Carolina
$13K +$13K +97 New
CA
343
CoreCap Advisors
Michigan
$12K +$12K +87 New
GWS
344
Glassman Wealth Services
Virginia
$10K -$6.97K -53 -41%
PHK
345
Point72 Hong Kong
Hong Kong
$9K -$2.14M -16,410 -100%
APA
346
American Portfolios Advisors
New York
$8.24K +$3.71K +27 +82%
VCM
347
Versant Capital Management
Arizona
$8K -$5.57K -39 -41%
RMC
348
Resources Management Corp
Connecticut
$8K – – –
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +48 New
S
350
Surevest
California
$7K +$7K +50 New
12 13
14
15 16