325 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 106 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
69
Increased
122
Reduced
106
Closed
73
Calls
$116M
Puts
$75.3M
Net Calls
+$41M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
251
Edmond de Rothschild Holding
Switzerland
$132K
SOW
252
State of Wyoming
Wyoming
$122K +$27.3K +402 +29%
HFM
253
Harvest Fund Management
China
$120K +$115K +1,972 +2,216%
PMAM
254
Picton Mahoney Asset Management
Ontario, Canada
$81K -$128K -1,900 -61%
HWMA
255
Heritage Wealth Management (Arizona)
Arizona
$80.8K +$40.4K +595 +100%
AIG
256
American International Group
New York
$72.7K -$679 -10 -0.9%
AAM
257
Advisors Asset Management
Colorado
$65.9K -$15.5K -229 -19%
Lazard Asset Management
258
Lazard Asset Management
New York
$62K -$11.5K -171 -16%
HT
259
Headlands Technologies
Illinois
$61K +$61K +893 New
PFBT
260
Parkside Financial Bank & Trust
Missouri
$57.1K +$1.56K +23 +3%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$44K +$4.58K +67 +12%
S
262
SignatureFD
Georgia
$40.5K +$28.1K +414 +226%
O
263
Ossiam
France
$38.5K
WT
264
Whittier Trust
California
$35.6K
LC
265
Lindbrook Capital
California
$32.7K +$11K +162 +51%
QCG
266
Quadrant Capital Group
Ohio
$28.7K +$26.1K +385 +1,013%
PA
267
Parallel Advisors
California
$27.6K +$19.6K +289 +247%
FHA
268
First Horizon Advisors
Tennessee
$27.4K +$9.64K +142 +54%
PPC
269
Park Place Capital
Alabama
$27K +$27K +391 New
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$24K -$1.87K -28 -7%
NFSG
271
Newbridge Financial Services Group
Florida
$23.1K
BAAM
272
Baker Avenue Asset Management
California
$18.1K -$418K -6,165 -96%
AF
273
Allworth Financial
California
$17.8K +$16.5K +243 +1,215%
PMFA
274
Plante Moran Financial Advisors
Michigan
$17.4K
HCM
275
Highlander Capital Management
New Jersey
$17K -$34K -500 -67%