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FIVE9
FIVN

Overview Fund Activity

326 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, 97 reducing their positions, and 50 closing their positions.

Holders
326
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.2%
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
97
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$231M
2
Holocene Advisors
2
Holocene Advisors
New York
$42.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$111M
4
UBS Group
4
UBS Group
Switzerland
$34.3M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$22.4M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
SCH
2
Sylebra Capital (HK)
Hong Kong
$129M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$22M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$289M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
301
GPS Wealth Strategies Group
Colorado
$3.86K – – –
EWA
302
EverSource Wealth Advisors
Alabama
$3.34K -$2.32K -36 -41%
VCM
303
Versant Capital Management
Arizona
$3.02K – – –
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$2.89K +$2.89K +45 New
AF
305
Allworth Financial
California
$2.83K +$965 +15 +52%
EARNEST Partners
306
EARNEST Partners
Georgia
$2.64K – – –
SWM
307
Spire Wealth Management
Virginia
$2.44K – – –
BIA
308
Bell Investment Advisors
California
$2.12K +$386 +6 +22%
JPWM
309
Jamison Private Wealth Management
Georgia
$2.06K +$2.06K +32 New
CTWM
310
Cherry Tree Wealth Management
Minnesota
$1.48K – – –
CTC
311
Central Trust Company
Missouri
$1.35K +$1.35K +21 New
HL
312
HeadInvest LLC
Maine
$1.34K +$1.34K +21 New
BCM
313
Blume Capital Management
California
$1.29K – – –
CA
314
Clearstead Advisors
Ohio
$1.29K +$643 +10 +100%
SWA
315
Sutton Wealth Advisors
Florida
$1.16K – – –
BF
316
BOK Financial
Oklahoma
$1.1K +$1.1K +19 New
UB
317
UMB Bank
Missouri
$1.03K – – –
HFS
318
Hantz Financial Services
Michigan
$1K – – –
VNA
319
Valley National Advisers
Pennsylvania
$1K +$1K +10 New
NA
320
NewEdge Advisors
Louisiana
$707 -$2.06K -32 -74%
IFAM
321
Institutional & Family Asset Management
Colorado
$579 +$129 +2 +29%
NSG
322
Nalls Sherbakoff Group
Tennessee
$451 – – –
TFM
323
TFC Financial Management
Massachusetts
$322 – – –
WAM
324
Wolverine Asset Management
Illinois
$321 +$321 +5 New
MCM
325
Manchester Capital Management
Vermont
$193 – – –
11 12
13
14 15