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FIVE9
FIVN

Overview Fund Activity

308 hedge funds and large institutions have $4.68B invested in FIVE9 in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 133 increasing their positions, 87 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-39
Holders Change %
-11.24%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
48
Increased
133
Reduced
87
Closed
86
Calls
$252M
Puts
$33.9M
Net Calls
+$218M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$437M
2
First Trust Advisors
First Trust Advisors
Illinois
$71.8M
3
VBA
Van Berkom & Associates
Quebec, Canada
$53M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$332M
5
Squarepoint
Squarepoint
New York
$50.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$38.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Millennium Management
Millennium Management
New York
$7.02M
5
UBS AM
UBS AM
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$6.21K – – –
HI
277
Harbour Investments
Wisconsin
$6.21K +$6.21K +100 New
SIC
278
Salem Investment Counselors
North Carolina
$6.21K +$6.21K +100 New
MSG
279
Main Street Group
Virginia
$5.95K – – –
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$4.16K – – –
CFGS
281
Concourse Financial Group Securities
Alabama
$4.1K – – –
VWM
282
Venturi Wealth Management
Texas
$4.04K – – –
GWSG
283
GPS Wealth Strategies Group
Colorado
$3.73K – – –
OPTFSNA
284
Old Point Trust & Financial Services N A
Virginia
$3.11K +$3.11K +50 New
Mitsubishi UFJ Asset Management
285
Mitsubishi UFJ Asset Management
Japan
$2.8K – – –
SOW
286
State of Wyoming
Wyoming
$2.42K +$124 +2 +5%
SWM
287
Spire Wealth Management
Virginia
$2.36K – – –
BIA
288
Bell Investment Advisors
California
$2.05K – – –
JPWM
289
Jamison Private Wealth Management
Georgia
$1.99K – – –
VCM
290
Versant Capital Management
Arizona
$1.86K -$248 -4 -12%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$1.78K +$1.78K +29 New
CTWM
292
Cherry Tree Wealth Management
Minnesota
$1.43K – – –
CTC
293
Central Trust Company
Missouri
$1.31K – – –
BCM
294
Blume Capital Management
California
$1.24K – – –
GI
295
GAMMA Investing
California
$1.18K -$1.49K -24 -56%
MA
296
Montag & Associates
Georgia
$1.15K +$1.15K +18 New
SAM
297
Smartleaf Asset Management
Massachusetts
$1.06K +$997 +16 +1,600%
PWMG
298
Private Wealth Management Group
New Jersey
$1.06K +$1.06K +17 New
BFEC
299
Benjamin F. Edwards & Company
Missouri
$1K – – –
AW
300
Avion Wealth
Texas
$1K +$1K +8 New
10 11
12
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