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
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
226
Water Island Capital
New York
$278K -$13.6K -200 -5%
Osaic Holdings
227
Osaic Holdings
Arizona
$256K -$141K -2,079 -36%
GC
228
Guggenheim Capital
Illinois
$251K -$222K -3,275 -47%
AI
229
Atom Investors
Texas
$250K +$250K +3,680 New
OWM
230
OneAscent Wealth Management
Alabama
$249K +$27.6K +406 +12%
PI
231
PEAK6 Investments
Illinois
$241K +$241K +3,545 New
KBC Group
232
KBC Group
Belgium
$240K -$48K -707 -17%
VCA
233
Verdence Capital Advisors
Maryland
$236K -$46.1K -680 -16%
IB
234
Intrust Bank
Kansas
$235K -$27.5K -405 -10%
TSS
235
Two Sigma Securities
New York
$232K +$232K +3,420 New
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$227K +$26.9K +396 +13%
Prudential Financial
237
Prudential Financial
New Jersey
$226K -$19.7K -291 -8%
BCI
238
Brinker Capital Investments
Pennsylvania
$225K +$225K +3,319 New
P
239
Pitcairn
Pennsylvania
$220K -$137K -2,021 -38%
SHGA
240
Sand Hill Global Advisors
California
$219K
OFS
241
OneAscent Financial Services
Alabama
$212K +$27.1K +399 +15%
BFG
242
Bleakley Financial Group
New Jersey
$210K +$210K +3,096 New
IWA
243
Icon Wealth Advisors
Texas
$209K -$19.1K -281 -8%
EWA
244
Encompass Wealth Advisors
Oregon
$207K
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
$183K +$40.7K +600 +29%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$173K +$173K +2,545 New
SI
247
Stephens Inc
Arkansas
$155K +$11K +162 +8%
CG
248
Cutler Group
California
$146K +$146K +2,155 New
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$139K -$56.1K -827 -29%
Bessemer Group
250
Bessemer Group
New Jersey
$137K +$128K +1,885 +1,496%