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FIVE9
FIVN

Overview Fund Activity

331 hedge funds and large institutions have $6.41B invested in FIVE9 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
5.6%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.41%
New
36
Increased
137
Reduced
115
Closed
48
Calls
$120M
Puts
$64.7M
Net Calls
+$55M
Net Calls Change
-$22.2M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$307M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$84.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$97.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$408M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$206M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$30.5M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$84.4M
3
CM
3
Corvex Management
New York
$53.5M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$206M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
201
Zions Bancorporation
Utah
$627K +$121K +1,323 +24%
AG
202
Algert Global
California
$626K -$1.39M -15,235 -69%
GC
203
Guggenheim Capital
Illinois
$612K -$33.3K -365 -5%
VPIM
204
Vanguard Personalized Indexing Management
California
$582K +$390K +4,282 +203%
EWM
205
Empirical Wealth Management
Washington
$536K – – –
FAM
206
Fred Alger Management
New York
$529K +$529K +5,808 New
Truist Financial
207
Truist Financial
North Carolina
$508K -$22.6K -248 -4%
WCA
208
Westover Capital Advisors
Delaware
$504K -$3.19K -35 -0.6%
P
209
Pitcairn
Pennsylvania
$483K +$10.4K +114 +2%
QIM
210
Quantitative Investment Management
Virginia
$478K +$478K +5,253 New
TRCT
211
Tower Research Capital (TRC)
New York
$467K +$345K +3,786 +283%
CB
212
Commerce Bank
Missouri
$465K +$254K +2,791 +121%
MSRPS
213
Maryland State Retirement & Pension System
Maryland
$464K – – –
LFAS
214
Level Four Advisory Services
Texas
$463K +$463K +5,085 New
FA
215
FDx Advisors
Illinois
$462K -$28.7K -315 -6%
SIA
216
Schechter Investment Advisors
Michigan
$454K +$16.4K +180 +4%
WE
217
Wealth Effects
Massachusetts
$442K -$27.3K -300 -6%
APP
218
Alpha Paradigm Partners
Illinois
$433K -$46K -505 -10%
Comerica Bank
219
Comerica Bank
Texas
$433K -$31K -331 -7%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$425K +$44.4K +488 +12%
CGH
221
Crossmark Global Holdings
Texas
$412K -$60.2K -660 -13%
WIC
222
Water Island Capital
New York
$404K +$185K +2,033 +85%
IWP
223
Icon Wealth Partners
Texas
$396K -$81K -888 -17%
MIM
224
MetLife Investment Management
New Jersey
$390K -$7.57K -83 -2%
CAM
225
Connacht Asset Management
New York
$389K -$66.2K -726 -15%
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