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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.

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 %
RTC
276
Riverview Trust Company
Washington
$16.5K – – –
S
277
SignatureFD
Georgia
$14.6K +$386 +6 +3%
HT
278
Headlands Technologies
Illinois
$14.5K +$14.5K +225 New
GRP
279
Global Retirement Partners
California
$14.5K +$1.18K +19 +9%
LAM
280
L2 Asset Management
Massachusetts
$13.1K +$13.1K +10,469 New
PP
281
PFS Partners
New Jersey
$12.9K – – –
GWMIA
282
Global Wealth Management Investment Advisory
Florida
$12.9K – – –
GWS
283
Glassman Wealth Services
Virginia
$12.5K – – –
NFSG
284
Newbridge Financial Services Group
Florida
$12.2K – – –
AWM
285
Abound Wealth Management
Tennessee
$11.5K – – –
BBHC
286
Brown Brothers Harriman & Co
New York
$11.3K – – –
BAAM
287
Baker Avenue Asset Management
California
$10.7K – – –
LC
288
Lindbrook Capital
California
$10.6K -$2.12K -33 -17%
HIIFS
289
Harel Insurance Investments & Financial Services
Israel
$10K -$805 -12 -7%
QCG
290
Quadrant Capital Group
Ohio
$9.77K – – –
C
291
Covestor
United Kingdom
$8K +$814 +12 +11%
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$7K +$462 +7 +7%
IA
293
IFP Advisors
Florida
$6.43K – – –
GWM
294
Geneos Wealth Management
Colorado
$6.43K – – –
WTG
295
West Tower Group
Virginia
$5.98K +$5.98K +93 New
CFGS
296
Concourse Financial Group Securities
Alabama
$5.59K -$964 -15 -15%
MA
297
MCF Advisors
Kentucky
$5.14K – – –
SCA
298
Stonebridge Capital Advisors
Minnesota
$4.69K +$4.69K +73 New
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$4.31K +$1.09K +17 +34%
VWM
300
Venturi Wealth Management
Texas
$4.18K – – –
10 11
12
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