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FIVE9
FIVN

Overview Fund Activity

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
Holders
334
Holders Change
-4
Holders Change %
-1.18%
% of All Funds
5.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
61
Increased
125
Reduced
102
Closed
64
Calls
$222M
Puts
$109M
Net Calls
+$113M
Net Calls Change
+$15.3M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$179M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$101M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$67.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$405M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$174M

Top Sellers

1
BlackRock
1
BlackRock
New York
$329M
2
SEP
2
Soma Equity Partners
California
$0
3
DCM
3
Dorsal Capital Management
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$9.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
251
Regal Investment Advisors
Michigan
$238K -$112K -1,358 -32%
RJT
252
Raymond James Trust
Florida
$238K +$3.63K +44 +2%
CWM
253
Concentric Wealth Management
California
$238K – – –
OPS
254
Orion Portfolio Solutions
Nebraska
$237K -$11.8K -143 -5%
BCI
255
Brinker Capital Investments
Pennsylvania
$237K -$11.8K -143 -5%
SAM
256
Shell Asset Management
Netherlands
$236K -$696K -8,438 -75%
First Trust Advisors
257
First Trust Advisors
Illinois
$235K +$235K +2,853 New
SI
258
Stephens Inc
Arkansas
$219K -$825 -10 -0.4%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$211K +$211K +2,560 New
ProShare Advisors
260
ProShare Advisors
Maryland
$207K +$207K +2,509 New
ATC
261
Argent Trust Co
Tennessee
$200K +$200K +2,430 New
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$178K -$18.3K -222 -9%
TRCT
263
Tower Research Capital (TRC)
New York
$137K -$1.35M -16,431 -91%
CMF
264
Counterpoint Mutual Funds
California
$135K +$135K +1,639 New
Bessemer Group
265
Bessemer Group
New Jersey
$134K +$134K +1,617 New
SOW
266
State of Wyoming
Wyoming
$132K +$131K +1,592 +15,920%
FFA
267
Farther Finance Advisors
California
$125K +$94.5K +1,146 +311%
Lazard Asset Management
268
Lazard Asset Management
New York
$110K – – –
AIG
269
American International Group
New York
$109K +$23.2K +281 +27%
PMAM
270
Picton Mahoney Asset Management
Ontario, Canada
$107K – – –
PA
271
Parallel Advisors
California
$106K +$81.3K +986 +328%
CG
272
Cutler Group
California
$104K +$18.2K +223 +21%
HCA
273
Harbor Capital Advisors
Illinois
$78.6K +$78.6K +953 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$73K +$22.2K +269 +44%
PFBT
275
Parkside Financial Bank & Trust
Missouri
$71.4K +$2.89K +35 +4%
9 10
11
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