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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 %
Principal Financial Group
201
Principal Financial Group
Iowa
$730K -$71.2K -645 -9%
Osaic Holdings
202
Osaic Holdings
Arizona
$721K +$43.3K +463 +6%
Creative Planning
203
Creative Planning
Kansas
$672K – – –
EWM
204
Empirical Wealth Management
Washington
$650K -$552 -5 -0.1%
Truist Financial
205
Truist Financial
North Carolina
$641K -$61.5K -558 -9%
PCM
206
Prelude Capital Management
New York
$629K -$442K -3,998 -41%
ECM
207
ExodusPoint Capital Management
New York
$615K -$310K -2,810 -34%
WCA
208
Westover Capital Advisors
Delaware
$614K -$43.6K -395 -7%
ZB
209
Zions Bancorporation
Utah
$613K +$613K +5,552 New
QC
210
Quent Capital
New York
$595K +$2.65K +24 +0.4%
FA
211
FDx Advisors
Illinois
$595K +$55.4K +502 +10%
APP
212
Alpha Paradigm Partners
Illinois
$580K -$249K -2,252 -30%
JWS
213
Juncture Wealth Strategies
Arizona
$578K -$216K -1,959 -27%
IWP
214
Icon Wealth Partners
Texas
$578K +$54.7K +495 +10%
P
215
Pitcairn
Pennsylvania
$572K -$15.3K -139 -3%
CGH
216
Crossmark Global Holdings
Texas
$572K +$572K +5,177 New
WE
217
Wealth Effects
Massachusetts
$569K -$54.8K -496 -9%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$562K – – –
GCM
219
Glaxis Capital Management
Florida
$552K +$552K +5,000 New
CAM
220
Connacht Asset Management
New York
$551K +$125K +1,137 +29%
IB
221
Intrust Bank
Kansas
$548K -$112K -1,014 -17%
Comerica Bank
222
Comerica Bank
Texas
$540K +$76.6K +702 +17%
PHK
223
Point72 Hong Kong
Hong Kong
$538K +$530K +4,806 +6,965%
SIA
224
Schechter Investment Advisors
Michigan
$531K -$74.3K -673 -12%
HF
225
HRT Financial
New York
$524K +$524K +4,751 New
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