335 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, 126 increasing their positions, 102 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 64

1% less funds holding

Funds holding: 339335 (-4)

1.33% less ownership

Funds ownership: 100.58%99.25% (-1.3%)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222M
Puts
$109M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$81.9M
3 +$34.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32M
5
JP Morgan Chase
JP Morgan Chase
New York
+$28.5M

Top Sellers

1 -$186M
2 -$79.5M
3 -$68.7M
4
Ameriprise
Ameriprise
Minnesota
-$55.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$12.2K
302
$12K
303
$12K
304
$9K
305
$8.74K
306
$8.41K
307
$8.24K
308
$8.24K
309
$8.24K
310
$8K
311
$7.25K
312
$6.6K
313
$6.27K
314
$5.36K
315
$4.95K
316
$4.95K
317
$4.12K
318
$3.88K
319
$3.54K
320
$3.38K
321
$3.13K
322
$2.39K
323
$2.23K
324
$1.9K
325
$1.65K