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FIVE9
FIVN

Overview Fund Activity

347 hedge funds and large institutions have $5.8B invested in FIVE9 in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+21
Holders Change %
+6.44%
% of All Funds
5.09%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
70
Increased
113
Reduced
129
Closed
45
Calls
$174M
Puts
$72.1M
Net Calls
+$102M
Net Calls Change
+$71M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
Millennium Management
2
Millennium Management
New York
$75.9M
3
Ameriprise
3
Ameriprise
Minnesota
$59.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$357M
5
HRCM
5
Hood River Capital Management
Florida
$46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$214M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$111M
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
251
Westover Capital Advisors
Delaware
$307K +$3.15K +40 +1%
OQS
252
Occudo Quantitative Strategies
Florida
$301K -$717K -9,111 -70%
PCM
253
Prelude Capital Management
New York
$293K +$293K +3,724 New
TFA
254
Toth Financial Advisory
Virginia
$292K +$292K +3,705 New
Neuberger Berman Group
255
Neuberger Berman Group
New York
$282K +$551 +7 +0.2%
Prudential Financial
256
Prudential Financial
New Jersey
$274K -$944 -12 -0.3%
AR
257
Advisory Research
Illinois
$262K +$262K +3,324 New
VA
258
Vident Advisory
Georgia
$257K -$866 -11 -0.3%
MGIA
259
Moneta Group Investment Advisors
Missouri
$254K – – –
SHGA
260
Sand Hill Global Advisors
California
$254K – – –
GC
261
Guggenheim Capital
Illinois
$252K -$298K -3,790 -54%
DWT
262
Dorsey & Whitney Trust
South Dakota
$249K -$45.8K -582 -16%
KIA
263
KLR Investment Advisors
Rhode Island
$244K +$244K +3,103 New
VPIM
264
Vanguard Personalized Indexing Management
California
$242K -$26K -331 -10%
Osaic Holdings
265
Osaic Holdings
Arizona
$241K -$147K -1,869 -38%
EWA
266
Encompass Wealth Advisors
Oregon
$240K +$240K +3,049 New
SPA
267
Sherbrooke Park Advisers
New York
$235K -$993K -12,619 -81%
RJT
268
Raymond James Trust
Florida
$230K +$230K +2,926 New
DCM
269
Dimension Capital Management
Florida
$229K +$229K +2,905 New
JCM
270
JAT Capital Management
Connecticut
$223K +$223K +2,831 New
MCM
271
MAI Capital Management
Ohio
$216K +$216K +2,740 New
I
272
InceptionR
California
$215K +$215K +2,734 New
IWA
273
Icon Wealth Advisors
Texas
$209K +$209K +2,653 New
IB
274
Intrust Bank
Kansas
$202K +$202K +2,568 New
FA
275
FDx Advisors
Illinois
$201K +$201K +2,549 New
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