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FIVE9
FIVN

Overview Fund Activity

326 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
46
Increased
134
Reduced
97
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$231M
2
Holocene Advisors
2
Holocene Advisors
New York
$42.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$111M
4
UBS Group
4
UBS Group
Switzerland
$34.3M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$22.4M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
SCH
2
Sylebra Capital (HK)
Hong Kong
$129M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$22M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$289M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
251
GTS Securities
New York
$210K -$247K -3,843 -54%
MGIA
252
Moneta Group Investment Advisors
Missouri
$208K -$7.97K -124 -4%
SHGA
253
Sand Hill Global Advisors
California
$207K – – –
SI
254
Stephens Inc
Arkansas
$183K +$12.6K +196 +7%
SAM
255
Shell Asset Management
Netherlands
$181K -$2.83K -44 -2%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$140K +$1.09K +17 +0.8%
IWP
257
Icon Wealth Partners
Texas
$120K -$87.8K -1,365 -42%
CMF
258
Counterpoint Mutual Funds
California
$102K -$3.28K -51 -3%
FFA
259
Farther Finance Advisors
California
$98.8K +$1.48K +23 +2%
KBC Group
260
KBC Group
Belgium
$95K +$95K +1,470 New
Bessemer Group
261
Bessemer Group
New Jersey
$89K -$14.5K -226 -14%
PA
262
Parallel Advisors
California
$82.5K -$257 -4 -0.3%
AIG
263
American International Group
New York
$79.5K -$5.53K -86 -7%
PMAM
264
Picton Mahoney Asset Management
Ontario, Canada
$79K -$4.5K -70 -5%
KI
265
Kapitalo Investimentos
Brazil
$68.5K +$68.5K +1,066 New
PFBT
266
Parkside Financial Bank & Trust
Missouri
$62.1K +$6.43K +100 +12%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$57K +$257 +4 +0.5%
AAM
268
Advisors Asset Management
Colorado
$43K +$18.3K +285 +74%
FHA
269
First Horizon Advisors
Tennessee
$33.8K +$1.8K +28 +6%
WT
270
Whittier Trust
California
$33.8K +$129 +2 +0.4%
PPC
271
Park Place Capital
Alabama
$30.1K – – –
HNB
272
Huntington National Bank
Ohio
$20.1K -$193 -3 -1%
QL
273
Quarry LP
New York
$19.9K +$4.44K +69 +29%
AIM
274
Arcadia Investment Management
Michigan
$19.8K – – –
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$18K -$2.46K -38 -12%
9 10
11
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