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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
1
Corvex Management
New York
$167M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$300M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$192M
4
SM
4
SCGE Management
California
$135M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$417M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$1.86M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$268M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$222M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$199M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$4K -$17.9K -152 -82%
CWM
327
Curi Wealth Management
North Carolina
$4K – – –
SWM
328
Spire Wealth Management
Virginia
$4K – – –
WPA
329
West Paces Advisors
Georgia
$3.42K – – –
LC
330
Lindbrook Capital
California
$3K +$3K +26 New
GWS
331
Glassman Wealth Services
Virginia
$2K -$6.44K -58 -76%
FHA
332
First Horizon Advisors
Tennessee
$2K -$2.38K -25 -54%
EI
333
Ellevest Inc
New York
$2K -$3.07K -23 -61%
FF
334
FourThought Financial
Florida
$2K – – –
CCM
335
Covington Capital Management
California
$2K – – –
PCA
336
Providence Capital Advisors
North Carolina
$2K +$2K +16 New
MAM
337
Meeder Asset Management
Ohio
$2K +$2K +21 New
SPIA
338
Steward Partners Investment Advisory
New York
$2K +$2K +22 New
T
339
TCWP
Ohio
$2K +$2K +27 New
CA
340
Clearstead Advisors
Ohio
$1K – – –
NC
341
NewSquare Capital
Pennsylvania
$1K – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
SC
343
Sierra Capital
Florida
$1K – – –
TFO
344
Tarbox Family Office
California
$1K – – –
Franklin Resources
345
Franklin Resources
California
– -$39.7M -289,212 Closed
PCM
346
Parsifal Capital Management
Connecticut
– -$35.6M -259,065 Closed
SCM
347
Segantii Capital Management
Hong Kong
– -$27.5M -200,000 Closed
WP
348
Woodline Partners
California
– -$22.1M -160,898 Closed
CCP
349
Clough Capital Partners
Massachusetts
– -$21.5M -156,530 Closed
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
– -$19.3M -140,851 Closed
12 13
14
15 16