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FIVE9
FIVN

Overview Fund Activity

347 hedge funds and large institutions have $5.8B invested in FIVE9 in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+21
Holders Change %
+6.44%
% of All Funds
5.09%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
70
Increased
113
Reduced
129
Closed
45
Calls
$174M
Puts
$72.1M
Net Calls
+$102M
Net Calls Change
+$71M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
Millennium Management
2
Millennium Management
New York
$75.9M
3
Ameriprise
3
Ameriprise
Minnesota
$59.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$357M
5
HRCM
5
Hood River Capital Management
Florida
$46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$214M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$111M
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
226
Capstone Investment Advisors
New York
$484K +$154K +1,955 +47%
SIA
227
Schechter Investment Advisors
Michigan
$481K -$16.2K -206 -3%
CG
228
Cutler Group
California
$478K -$311K -3,960 -39%
RIA
229
Regal Investment Advisors
Michigan
$474K +$474K +6,021 New
TPI
230
Trust Point Inc
Wisconsin
$465K +$465K +5,914 New
EWM
231
Empirical Wealth Management
Washington
$463K – – –
TCA
232
Transcend Capital Advisors
New Jersey
$459K – – –
SEC
233
Seven Eight Capital
New York
$457K -$783K -9,953 -63%
JWS
234
Juncture Wealth Strategies
Arizona
$454K -$47K -597 -9%
GCP
235
GSA Capital Partners
United Kingdom
$447K +$447K +5,679 New
BHCM
236
Brevan Howard Capital Management
Jersey
$433K +$433K +5,506 New
VCA
237
Verdence Capital Advisors
Maryland
$428K +$8.58K +109 +2%
TRCT
238
Tower Research Capital (TRC)
New York
$421K +$16.9K +215 +4%
Nomura Holdings
239
Nomura Holdings
Japan
$408K +$408K +5,182 New
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$400K – – –
GCM
241
Graham Capital Management
Connecticut
$389K +$389K +4,938 New
AI
242
Atom Investors
Texas
$376K -$18.3K -233 -5%
Verition Fund Management
243
Verition Fund Management
Connecticut
$365K -$81.3K -1,033 -18%
DIM
244
DC Investments Management
Virginia
$343K – – –
MIM
245
MetLife Investment Management
New Jersey
$339K -$4.64K -59 -1%
Pathstone Holdings
246
Pathstone Holdings
New Jersey
$331K +$331K +4,207 New
TSS
247
Two Sigma Securities
New York
$330K -$39.7K -505 -11%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$321K -$40.8K -518 -11%
HI
249
Handelsinvest Investeringsforvaltning
Denmark
$319K +$319K +4,057 New
QC
250
Quent Capital
New York
$317K -$1.1K -14 -0.3%
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