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FIVE9
FIVN

Overview Fund Activity

326 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
46
Increased
134
Reduced
97
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$231M
2
Holocene Advisors
Holocene Advisors
New York
$42.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$111M
4
UBS Group
UBS Group
Switzerland
$34.3M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.4M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
SCH
Sylebra Capital (HK)
Hong Kong
$129M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$22M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$289M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
226
Mariner
Kansas
$336K +$9.26K +144 +3%
TRCT
227
Tower Research Capital (TRC)
New York
$330K +$223K +3,469 +209%
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$327K – – –
AIM
229
Aigen Investment Management
New York
$326K -$172K -2,679 -35%
AI
230
Atom Investors
Texas
$322K +$322K +5,006 New
Osaic Holdings
231
Osaic Holdings
Arizona
$317K +$86.8K +1,350 +38%
Wolverine Trading
232
Wolverine Trading
Illinois
$306K -$2.66M -41,428 -90%
TSS
233
Two Sigma Securities
New York
$302K +$302K +4,697 New
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$296K +$51.2K +797 +21%
DFCM
235
Dark Forest Capital Management
Puerto Rico
$295K +$295K +4,581 New
MIM
236
MetLife Investment Management
New Jersey
$281K +$129 +2 +0%
DIM
237
DC Investments Management
Virginia
$280K – – –
Capstone Investment Advisors
238
Capstone Investment Advisors
New York
$270K +$270K +4,202 New
QC
239
Quent Capital
New York
$260K -$322K -5,000 -55%
AQR Capital Management
240
AQR Capital Management
Connecticut
$256K +$48K +746 +23%
Creative Planning
241
Creative Planning
Kansas
$250K -$158K -2,457 -39%
WCA
242
Westover Capital Advisors
Delaware
$248K -$16.9K -263 -6%
SG Americas Securities
243
SG Americas Securities
New York
$246K -$3.22M -50,075 -93%
DWT
244
Dorsey & Whitney Trust
South Dakota
$241K +$34.3K +533 +17%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$230K -$11.8K -183 -5%
Prudential Financial
246
Prudential Financial
New Jersey
$225K +$12.3K +192 +6%
VPIM
247
Vanguard Personalized Indexing Management
California
$219K -$11.5K -179 -5%
BCI
248
Brinker Capital Investments
Pennsylvania
$214K +$29.1K +452 +16%
OPS
249
Orion Portfolio Solutions
Nebraska
$214K +$29.1K +452 +16%
VA
250
Vident Advisory
Georgia
$211K +$211K +3,275 New
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