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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 64

1% less funds holding

Funds holding: 338334 (-4)

1.33% less ownership

Funds ownership: 100.58%99.25% (-1.3%)

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222M
Puts
$109M
Net Calls
Net Calls Change

Top Buyers

1 +$179M
2 +$101M
3 +$42.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M

Top Sellers

1 -$228M
2 -$79.5M
3 -$68.7M
4
Ameriprise
Ameriprise
Minnesota
-$67.7M
5
Morgan Stanley
Morgan Stanley
New York
-$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$360K
227
$359K
228
$347K
229
$342K
230
$340K
231
$314K
232
$310K
233
$296K
234
$295K
235
$291K
236
$276K
237
$274K
238
$272K
239
$266K
240
$266K
241
$266K
242
$265K
243
$265K
244
$258K
245
$252K
246
$251K
247
$246K
248
$246K
249
$243K
250
$240K