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327 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, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

32% more call options, than puts

Call options by funds: $127M | Put options by funds: $96M

2.68% more ownership

Funds ownership: 99.25%101.93% (+2.7%)

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 335327 (-8)

19% less capital invested

Capital invested by funds: $5.82B → $4.73B (-$1.08B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
5.19%
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
98
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
276
Migdal Insurance & Financial Holdings
Israel
$18K -$2.84K -38 -12%
RTC
277
Riverview Trust Company
Washington
$16.5K
S
278
SignatureFD
Georgia
$14.6K +$449 +6 +3%
HT
279
Headlands Technologies
Illinois
$14.5K +$16.8K +225 New
GRP
280
Global Retirement Partners
California
$14.5K +$1.42K +19 +9%
LAM
281
L2 Asset Management
Massachusetts
$13.1K +$783K +10,469 New
GWMIA
282
Global Wealth Management Investment Advisory
Florida
$12.9K
PP
283
PFS Partners
New Jersey
$12.9K
GWS
284
Glassman Wealth Services
Virginia
$12.5K
NFSG
285
Newbridge Financial Services Group
Florida
$12.2K
AWM
286
Abound Wealth Management
Tennessee
$11.5K
BBHC
287
Brown Brothers Harriman & Co
New York
$11.3K
BAAM
288
Baker Avenue Asset Management
California
$10.7K
LC
289
Lindbrook Capital
California
$10.6K -$2.47K -33 -17%
HIIFS
290
Harel Insurance Investments & Financial Services
Israel
$10K -$898 -12 -7%
QCG
291
Quadrant Capital Group
Ohio
$9.77K
C
292
Covestor
United Kingdom
$8K +$898 +12 +11%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$7K +$524 +7 +7%
GWM
294
Geneos Wealth Management
Colorado
$6.43K
IA
295
IFP Advisors
Florida
$6.43K
WTG
296
West Tower Group
Virginia
$5.98K +$6.96K +93 New
CFGS
297
Concourse Financial Group Securities
Alabama
$5.59K -$1.12K -15 -15%
MA
298
MCF Advisors
Kentucky
$5.14K
SCA
299
Stonebridge Capital Advisors
Minnesota
$4.69K +$5.46K +73 New
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$4.31K +$1.27K +17 +34%