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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 %
XT
276
XTX Topco
Cayman Islands
$201K +$201K +2,551 New
SI
277
Stephens Inc
Arkansas
$182K -$42.7K -542 -19%
SAM
278
Shell Asset Management
Netherlands
$171K -$51.3K -650 -23%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$147K -$24.5K -311 -14%
KBC Group
280
KBC Group
Belgium
$138K +$22.5K +287 +20%
FFA
281
Farther Finance Advisors
California
$126K +$4.88K +62 +4%
Lazard Asset Management
282
Lazard Asset Management
New York
$120K -$744K -9,526 -86%
Bessemer Group
283
Bessemer Group
New Jersey
$109K – – –
AIG
284
American International Group
New York
$94.7K -$2.6K -33 -3%
PMAM
285
Picton Mahoney Asset Management
Ontario, Canada
$94K -$2.35K -30 -2%
PA
286
Parallel Advisors
California
$86.2K -$14.8K -188 -15%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$82.1K +$6.06K +77 +8%
AAM
288
Advisors Asset Management
Colorado
$64.8K +$12.3K +156 +23%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$58.2K -$419K -5,331 -88%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$54K -$15.5K -198 -22%
FAM
291
Fred Alger Management
New York
$52.1K +$52.1K +662 New
HT
292
Headlands Technologies
Illinois
$41.8K +$24.1K +306 +136%
WT
293
Whittier Trust
California
$41.2K -$157 -2 -0.4%
EC
294
EntryPoint Capital
New York
$38.7K +$38.7K +492 New
GWMIA
295
Global Wealth Management Investment Advisory
Florida
$37.7K +$22K +279 +140%
AIM
296
Arcadia Investment Management
Michigan
$35.6K +$11.3K +144 +47%
PPC
297
Park Place Capital
Alabama
$35.3K -$1.5K -19 -4%
FHA
298
First Horizon Advisors
Tennessee
$25.7K -$15.7K -199 -38%
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$23K +$1.25K +16 +6%
BAM
300
Byrne Asset Management
New Jersey
$17.7K +$17.7K +220 New
10 11
12
13 14