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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 %
AG
351
Algert Global
California
– -$626K -6,869 Closed
VPIM
352
Vanguard Personalized Indexing Management
California
– -$582K -6,391 Closed
QIM
353
Quantitative Investment Management
Virginia
– -$478K -5,253 Closed
MSRPS
354
Maryland State Retirement & Pension System
Maryland
– -$464K -5,088 Closed
FA
355
FDx Advisors
Illinois
– -$462K -5,072 Closed
Nisa Investment Advisors
356
Nisa Investment Advisors
Missouri
– -$383K -4,200 Closed
JWS
357
Juncture Wealth Strategies
Arizona
– -$374K -4,101 Closed
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
– -$331K -3,633 Closed
QCM
359
Quantinno Capital Management
New York
– -$246K -2,696 Closed
ProShare Advisors
360
ProShare Advisors
Maryland
– -$237K -2,601 Closed
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
– -$235K -2,574 Closed
SFS
362
Stiles Financial Services
Minnesota
– -$218K -2,390 Closed
AIM
363
ARK Investment Management
Florida
– -$154K -1,593 Closed
NICM
364
Neo Ivy Capital Management
New York
– -$42K -470 Closed
CG
365
Cutler Group
California
– -$27K -300 Closed
TWA
366
TCI Wealth Advisors
Arizona
– -$16K -181 Closed
EC
367
Elequin Capital
New York
– -$16K -175 Closed
CA
368
CoreCap Advisors
Michigan
– -$8K -87 Closed
RMC
369
Resources Management Corp
Connecticut
– -$5K -56 Closed
CWM
370
Curi Wealth Management
North Carolina
– -$4K -41 Closed
WPA
371
West Paces Advisors
Georgia
– -$2.83K -31 Closed
SPIA
372
Steward Partners Investment Advisory
New York
– -$1K -8 Closed
11 12 13 14
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