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FIVE9
FIVN

Overview Fund Activity

338 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
96
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$279M
2
Citadel Advisors
Citadel Advisors
Florida
$134M
3
DCM
Dorsal Capital Management
California
$68.7M
4
UBS AM
UBS AM
Illinois
$58.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$6.16M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$61.3M
4
CAM
Contour Asset Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
251
Sand Hill Global Advisors
California
$233K – – –
SPA
252
Sherbrooke Park Advisers
New York
$231K +$231K +3,200 New
IB
253
Intrust Bank
Kansas
$231K -$20.2K -280 -8%
EWA
254
Encompass Wealth Advisors
Oregon
$220K – – –
BCI
255
Brinker Capital Investments
Pennsylvania
$218K -$21.7K -300 -9%
OPS
256
Orion Portfolio Solutions
Nebraska
$218K +$218K +3,019 New
JF
257
Jump Financial
Illinois
$215K +$215K +2,975 New
DCM
258
Dimension Capital Management
Florida
$210K +$210K +2,906 New
DFCM
259
Dark Forest Capital Management
Puerto Rico
$210K +$210K +2,903 New
CWM
260
Concentric Wealth Management
California
$209K +$209K +2,885 New
RJT
261
Raymond James Trust
Florida
$205K +$205K +2,839 New
BFG
262
Bleakley Financial Group
New Jersey
$200K -$23.6K -327 -11%
SS
263
Simplicity Solutions
Minnesota
$200K +$200K +2,769 New
SI
264
Stephens Inc
Arkansas
$193K +$27.5K +380 +17%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$172K +$24.4K +338 +17%
Lazard Asset Management
266
Lazard Asset Management
New York
$96K +$30K +417 +45%
PMAM
267
Picton Mahoney Asset Management
Ontario, Canada
$94K +$7.23K +100 +8%
KI
268
Kapitalo Investimentos
Brazil
$79K +$79K +1,093 New
AIG
269
American International Group
New York
$75.3K -$2.24K -31 -3%
CG
270
Cutler Group
California
$75K -$79.2K -1,107 -51%
T
271
TOBAM
France
$69K -$5.57M -77,145 -99%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$60.1K -$723 -10 -1%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$44K -$2.15K -30 -5%
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$44K +$19.3K +280 +78%
QL
275
Quarry LP
New York
$42.8K +$42.8K +592 New
9 10
11
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