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FIVE9
FIVN

Overview Fund Activity

325 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 106 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
69
Increased
122
Reduced
106
Closed
73
Calls
$116M
Puts
$75.3M
Net Calls
+$41M
Net Calls Change
+$25.1M

Top Buyers

1
BlackRock
BlackRock
New York
$454M
2
Morgan Stanley
Morgan Stanley
New York
$143M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$125M
4
N
Natixis
France
$70.6M
5
SCH
Sylebra Capital (HK)
Hong Kong
$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
3
SM
SCGE Management
California
$0
4
DCM
Dorsal Capital Management
California
$17M
5
WRCM
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$549K +$549K +8,096 New
Barclays
202
Barclays
United Kingdom
$545K +$5.9K +87 +1%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$525K -$61.9K -913 -11%
Creative Planning
204
Creative Planning
Kansas
$504K -$28.2K -415 -5%
Millennium Management
205
Millennium Management
New York
$501K -$2.5M -36,888 -83%
NSEDCP
206
NJ State Employees Deferred Compensation Plan
New Jersey
$475K – – –
ZB
207
Zions Bancorporation
Utah
$472K +$5.16K +76 +1%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$416K -$36.3K -535 -8%
AC
209
AXQ Capital
New Jersey
$414K +$414K +6,095 New
PMEF
210
Point72 Middle East FZE
United Arab Emirates
$413K +$413K +6,082 New
EWM
211
Empirical Wealth Management
Washington
$399K – – –
TCA
212
Transcend Capital Advisors
New Jersey
$396K +$396K +5,839 New
CAM
213
Connacht Asset Management
New York
$389K +$33.7K +496 +9%
LBWM
214
Left Brain Wealth Management
Illinois
$353K +$353K +5,205 New
WCA
215
Westover Capital Advisors
Delaware
$348K -$11.5K -170 -3%
CB
216
Commerce Bank
Missouri
$347K +$5.09K +75 +1%
CGH
217
Crossmark Global Holdings
Texas
$346K +$33.7K +497 +11%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$345K +$345K +5,088 New
CPM
219
Connective Portfolio Management
New York
$339K +$339K +5,000 New
SIA
220
Schechter Investment Advisors
Michigan
$326K – – –
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K +$62.5K +921 +25%
TC
222
TownSquare Capital
Utah
$294K +$111K +1,636 +61%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$293K +$293K +4,311 New
MIM
224
MetLife Investment Management
New Jersey
$287K -$3.6K -53 -1%
DWT
225
Dorsey & Whitney Trust
South Dakota
$286K +$286K +4,215 New
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