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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 64

1% less funds holding

Funds holding: 338334 (-4)

1.33% less ownership

Funds ownership: 100.58%99.25% (-1.3%)

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222M
Puts
$109M
Net Calls
Net Calls Change

Top Buyers

1 +$179M
2 +$101M
3 +$42.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M

Top Sellers

1 -$228M
2 -$79.5M
3 -$68.7M
4
Ameriprise
Ameriprise
Minnesota
-$67.7M
5
Morgan Stanley
Morgan Stanley
New York
-$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$238K
252
$238K
253
$238K
254
$237K
255
$237K
256
$236K
257
$235K
258
$219K
259
$211K
260
$207K
261
$200K
262
$178K
263
$137K
264
$135K
265
$134K
266
$132K
267
$125K
268
$110K
269
$109K
270
$107K
271
$106K
272
$104K
273
$78.6K
274
$73K
275
$71.4K