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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 %
FHA
351
First Horizon Advisors
Tennessee
$6K -$783 -6 -12%
EARNEST Partners
352
EARNEST Partners
Georgia
$6K – – –
C
353
Covestor
United Kingdom
$6K +$6K +40 New
EI
354
Ellevest Inc
New York
$5K -$24.1K -183 -83%
SWM
355
Spire Wealth Management
Virginia
$5K +$2.95K +23 +144%
CWM
356
Curi Wealth Management
North Carolina
$5K +$5K +41 New
WPA
357
West Paces Advisors
Georgia
$4.26K +$412 +3 +11%
MFAM
358
Motley Fool Asset Management
Virginia
$4K +$4K +32 New
CWS
359
Confluence Wealth Services
Pennsylvania
$4K +$4K +33 New
MCM
360
Manchester Capital Management
Vermont
$3K – – –
GWSG
361
GPS Wealth Strategies Group
Colorado
$3K – – –
FF
362
FourThought Financial
Florida
$3K – – –
CCM
363
Covington Capital Management
California
$3K +$3K +20 New
EW
364
Evoke Wealth
California
$2K – – –
SC
365
Sierra Capital
Florida
$2K +$2K +11 New
BIA
366
Bell Investment Advisors
California
$2K +$1.65K +14 +467%
VRS
367
Virginia Retirement Systems
Virginia
$1.32K – – –
EBA
368
Eagle Bay Advisors
New York
$1K -$1K -7 -50%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$1K -$333 -2 -25%
NC
370
NewSquare Capital
Pennsylvania
$1K – – –
TFO
371
Tarbox Family Office
California
$1K – – –
CA
372
Clearstead Advisors
Ohio
$1K – – –
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$1K – – –
JWA
374
JFS Wealth Advisors
Pennsylvania
$1K +$1K +4 New
IA
375
IFP Advisors
Florida
$1K +$1K +9 New
13 14
15
16 17