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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 %
WT
276
Whittier Trust
California
$43.2K – – –
FHA
277
First Horizon Advisors
Tennessee
$41.1K – – –
PPC
278
Park Place Capital
Alabama
$38.6K – – –
AAM
279
Advisors Asset Management
Colorado
$31.6K -$5.19K -63 -14%
PI
280
PineBridge Investments
New York
$30K -$2.47K -30 -8%
HNB
281
Huntington National Bank
Ohio
$26K +$7.34K +89 +39%
AIM
282
Arcadia Investment Management
Michigan
$25.4K -$1.4K -17 -5%
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$25K -$25.6K -324 -51%
RTC
284
Riverview Trust Company
Washington
$21.2K +$21.2K +257 New
QL
285
Quarry LP
New York
$19.9K -$28.9K -351 -59%
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$19.7K – – –
S
287
SignatureFD
Georgia
$18.2K -$22.1K -268 -55%
GRP
288
Global Retirement Partners
California
$17.6K -$742 -9 -4%
PP
289
PFS Partners
New Jersey
$16.5K – – –
GWMIA
290
Global Wealth Management Investment Advisory
Florida
$16.5K +$16.5K +200 New
LC
291
Lindbrook Capital
California
$16.3K -$11.9K -144 -42%
GWS
292
Glassman Wealth Services
Virginia
$16K -$907 -11 -5%
NFSG
293
Newbridge Financial Services Group
Florida
$15.7K -$17.7K -215 -53%
N
294
Natixis
France
$14.8K -$3.67M -44,570 -100%
AWM
295
Abound Wealth Management
Tennessee
$14.8K – – –
BBHC
296
Brown Brothers Harriman & Co
New York
$14.5K – – –
BAAM
297
Baker Avenue Asset Management
California
$13.8K -$8K -97 -37%
HIIFS
298
Harel Insurance Investments & Financial Services
Israel
$13K -$969 -12 -7%
QCG
299
Quadrant Capital Group
Ohio
$12.5K -$21.9K -266 -64%
AWM
300
AllSquare Wealth Management
New York
$12.2K – – –
10 11
12
13 14