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

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$1.86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$268M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$222M
4
WRCM
Whale Rock Capital Management
Massachusetts
$199M
5
Franklin Resources
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
176
Utah Retirement Systems
Utah
$1.34M – – –
BAM
177
Blueshift Asset Management
New Jersey
$1.32M +$1.02M +9,258 +343%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$1.28M +$1.26M +11,400 +5,327%
LPL Financial
179
LPL Financial
California
$1.2M +$781K +6,770 +185%
BCM
180
Brown Capital Management
Maryland
$1.14M +$1.14M +10,349 New
BFM
181
Boothbay Fund Management
New York
$1.12M +$215K +1,951 +24%
PI
182
PineBridge Investments
New York
$1.07M -$975K -8,831 -48%
AWM
183
Avitas Wealth Management
California
$1.05M -$332K -3,009 -24%
Wolverine Trading
184
Wolverine Trading
Illinois
$1.03M +$153K +1,380 +17%
VRS
185
Virginia Retirement Systems
Virginia
$1.03M -$33.1K -300 -3%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$1.02M +$670K +6,074 +190%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$992K – – –
HJMC
188
Hellman Jordan Management Company
Massachusetts
$985K +$140K +1,272 +17%
Jane Street
189
Jane Street
New York
$980K -$938K -8,501 -49%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$967K -$90.6K -821 -9%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$960K -$177K -1,600 -16%
Kayne Anderson Rudnick Investment Management
192
Kayne Anderson Rudnick Investment Management
California
$900K +$72.6K +658 +9%
AIL
193
AGF Investments LLC
Ontario, Canada
$868K +$205K +1,853 +31%
CG
194
Cutler Group
California
$856K -$411K -3,723 -32%
X
195
Xponance
Pennsylvania
$834K -$9.06K -82 -1%
WCA
196
Waypoint Capital Advisors
Minnesota
$811K +$811K +7,000 New
GC
197
Guggenheim Capital
Illinois
$781K -$3.86K -35 -0.5%
NSEDCP
198
NJ State Employees Deferred Compensation Plan
New Jersey
$773K – – –
ACM
199
AlphaCrest Capital Management
New York
$770K +$352K +3,190 +84%
VFA
200
Values First Advisors
Tennessee
$758K +$67.7K +613 +10%
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