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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 %
SAM
176
Shell Asset Management
Netherlands
$997K -$277K -3,696 -22%
RI
177
Redwood Investments
Massachusetts
$993K -$22.1K -294 -2%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$974K +$974K +13,001 New
PI
179
PineBridge Investments
New York
$968K +$340K +4,537 +54%
Verition Fund Management
180
Verition Fund Management
Connecticut
$963K +$426K +5,685 +79%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$955K -$80.9K -1,079 -8%
MAG
182
Millrace Asset Group
Pennsylvania
$941K +$146K +1,942 +18%
URS
183
Utah Retirement Systems
Utah
$922K +$15K +200 +2%
CIC
184
Cornercap Investment Counsel
Georgia
$893K +$893K +11,916 New
JIC
185
Johnson Investment Counsel
Ohio
$891K +$891K +11,889 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$885K +$263K +3,502 +42%
LPL Financial
187
LPL Financial
California
$869K +$2.7K +36 +0.3%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$806K -$27K -360 -3%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$794K – – –
VFA
190
Values First Advisors
Tennessee
$794K +$36.7K +490 +5%
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$770K -$34.4K -459 -4%
FC
192
FORA Capital
Florida
$762K +$762K +10,165 New
HSBC Holdings
193
HSBC Holdings
United Kingdom
$758K +$758K +10,039 New
WMSA
194
Weiss Multi-Strategy Advisers
New York
$750K -$1.02M -13,539 -58%
PFO
195
Pathstone Family Office
New Jersey
$731K +$444K +5,918 +154%
Calamos Advisors
196
Calamos Advisors
Illinois
$715K +$413K +5,515 +137%
YIH
197
Y-Intercept (HK)
Hong Kong
$701K +$701K +9,350 New
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$673K – – –
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$649K -$25.6K -342 -4%
Truist Financial
200
Truist Financial
North Carolina
$625K +$208K +2,767 +50%
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