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FIVE9
FIVN

Overview Fund Activity

334 hedge funds and large institutions have $5.82B invested in FIVE9 in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-4
Holders Change %
-1.18%
% of All Funds
5.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
61
Increased
125
Reduced
102
Closed
64
Calls
$222M
Puts
$109M
Net Calls
+$113M
Net Calls Change
+$15.3M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$179M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$101M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$67.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$405M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$174M

Top Sellers

1
BlackRock
1
BlackRock
New York
$329M
2
SEP
2
Soma Equity Partners
California
$0
3
DCM
3
Dorsal Capital Management
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$9.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
MetLife Investment Management
New Jersey
$360K +$10.3K +125 +3%
DIM
227
DC Investments Management
Virginia
$359K – – –
Verition Fund Management
228
Verition Fund Management
Connecticut
$347K -$24.7K -300 -7%
ESCM
229
Echo Street Capital Management
New York
$342K +$342K +4,146 New
WCA
230
Westover Capital Advisors
Delaware
$340K -$76.3K -926 -18%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$314K +$38.6K +468 +14%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$310K -$6.19M -75,022 -95%
Osaic Holdings
233
Osaic Holdings
Arizona
$296K +$21.5K +261 +8%
VPIM
234
Vanguard Personalized Indexing Management
California
$295K -$68.4K -830 -19%
OQS
235
Occudo Quantitative Strategies
Florida
$291K -$888K -10,766 -75%
MGIA
236
Moneta Group Investment Advisors
Missouri
$276K +$4.29K +52 +2%
FA
237
FDx Advisors
Illinois
$274K +$274K +3,318 New
Prudential Financial
238
Prudential Financial
New Jersey
$272K +$1.4K +17 +0.5%
IWP
239
Icon Wealth Partners
Texas
$266K -$37.8K -458 -12%
SHGA
240
Sand Hill Global Advisors
California
$266K – – –
AQR Capital Management
241
AQR Capital Management
Connecticut
$266K +$266K +3,232 New
WG
242
Winton Group
United Kingdom
$265K +$265K +3,218 New
DWT
243
Dorsey & Whitney Trust
South Dakota
$265K -$12.8K -155 -5%
QIM
244
Quantitative Investment Management
Virginia
$258K +$258K +3,134 New
SGI
245
Summit Global Investments
Utah
$252K +$252K +3,052 New
EWA
246
Encompass Wealth Advisors
Oregon
$251K – – –
IB
247
Intrust Bank
Kansas
$246K -$16.8K -204 -6%
KIA
248
KLR Investment Advisors
Rhode Island
$246K +$246K +2,979 New
MCM
249
MAI Capital Management
Ohio
$243K +$243K +2,946 New
DCM
250
Dimension Capital Management
Florida
$240K – – –
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