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FIVE9
FIVN

Overview Fund Activity

338 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
96
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$279M
2
Citadel Advisors
Citadel Advisors
Florida
$134M
3
DCM
Dorsal Capital Management
California
$68.7M
4
UBS AM
UBS AM
Illinois
$58.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$6.16M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$61.3M
4
CAM
Contour Asset Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$373K +$4.84K +67 +1%
MSRPS
227
Maryland State Retirement & Pension System
Maryland
$368K – – –
WCA
228
Westover Capital Advisors
Delaware
$365K -$5.06K -70 -1%
TC
229
TownSquare Capital
Utah
$358K +$45.2K +625 +14%
BIP
230
Blue Investment Partners
California
$354K +$354K +4,900 New
PTC
231
Petrus Trust Company
Texas
$347K +$347K +4,798 New
PFO
232
Pathstone Family Office
New Jersey
$344K +$344K +4,753 New
AAP
233
Ardsley Advisory Partners
Connecticut
$343K -$929K -12,850 -73%
CC
234
Cipher Capital
New York
$340K +$340K +4,701 New
Verition Fund Management
235
Verition Fund Management
Connecticut
$326K +$326K +4,504 New
VPIM
236
Vanguard Personalized Indexing Management
California
$319K -$275K -3,811 -46%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$318K +$6.8K +94 +2%
DIM
238
DC Investments Management
Virginia
$315K +$315K +4,356 New
VCA
239
Verdence Capital Advisors
Maryland
$311K +$59.2K +819 +24%
RIA
240
Regal Investment Advisors
Michigan
$307K +$307K +4,249 New
MIM
241
MetLife Investment Management
New Jersey
$307K +$723 +10 +0.2%
GSC
242
Ground Swell Capital
South Carolina
$290K +$290K +4,017 New
HF
243
HRT Financial
New York
$274K +$274K +3,795 New
IWP
244
Icon Wealth Partners
Texas
$266K +$266K +3,682 New
DWT
245
Dorsey & Whitney Trust
South Dakota
$243K -$61.5K -851 -20%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$241K -$217 -3 -0.1%
Osaic Holdings
247
Osaic Holdings
Arizona
$240K -$32.1K -444 -12%
MGIA
248
Moneta Group Investment Advisors
Missouri
$239K +$239K +3,300 New
Prudential Financial
249
Prudential Financial
New Jersey
$237K -$2.82K -39 -1%
AC
250
AXQ Capital
New Jersey
$236K -$205K -2,832 -46%
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