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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
Viking Global Investors
Connecticut
$179M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$101M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$67.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$405M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$174M

Top Sellers

1
BlackRock
BlackRock
New York
$329M
2
SEP
Soma Equity Partners
California
$0
3
DCM
Dorsal Capital Management
California
$0
4
Ameriprise
Ameriprise
Minnesota
$9.21M
5
Morgan Stanley
Morgan Stanley
New York
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
301
Endurance Wealth Management
Rhode Island
$12K – – –
MIM
302
Macroview Investment Management
Maryland
$12K +$12K +145 New
C
303
Covestor
United Kingdom
$9K – – –
PMFA
304
Plante Moran Financial Advisors
Michigan
$8.74K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$8.41K -$577 -7 -6%
GWM
306
Geneos Wealth Management
Colorado
$8.25K -$5.77K -70 -41%
CTA
307
Colonial Trust Advisors
South Carolina
$8.25K – – –
IA
308
IFP Advisors
Florida
$8.25K +$6.18K +75 +300%
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$8K +$7.68K +95 +2,375%
EWA
310
EverSource Wealth Advisors
Alabama
$7.26K -$11K -133 -60%
MA
311
MCF Advisors
Kentucky
$6.6K +$3.63K +44 +122%
EC
312
Elequin Capital
New York
$6.27K +$6.27K +76 New
VWM
313
Venturi Wealth Management
Texas
$5.36K – – –
GWSG
314
GPS Wealth Strategies Group
Colorado
$4.95K – – –
HI
315
Harbour Investments
Wisconsin
$4.95K +$4.95K +60 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$4.12K +$3.71K +45 +900%
VCM
317
Versant Capital Management
Arizona
$3.88K +$495 +6 +15%
NA
318
NewEdge Advisors
Louisiana
$3.55K +$2.64K +32 +291%
EARNEST Partners
319
EARNEST Partners
Georgia
$3.38K – – –
SWM
320
Spire Wealth Management
Virginia
$3.13K – – –
AF
321
Allworth Financial
California
$2.39K -$18.4K -223 -88%
BIA
322
Bell Investment Advisors
California
$2.23K – – –
CTWM
323
Cherry Tree Wealth Management
Minnesota
$1.9K +$1.9K +23 New
BCM
324
Blume Capital Management
California
$1.65K +$1.65K +20 New
SWA
325
Sutton Wealth Advisors
Florida
$1.48K – – –
11 12
13
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