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327 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, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

32% more call options, than puts

Call options by funds: $127M | Put options by funds: $96M

2.68% more ownership

Funds ownership: 99.25%101.93% (+2.7%)

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 335327 (-8)

19% less capital invested

Capital invested by funds: $5.82B → $4.73B (-$1.08B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
5.19%
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
98
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$4.18K
GWSG
302
GPS Wealth Strategies Group
Colorado
$3.86K
EWA
303
EverSource Wealth Advisors
Alabama
$3.34K -$2.69K -36 -41%
VCM
304
Versant Capital Management
Arizona
$3.02K
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$2.89K +$3.37K +45 New
AF
306
Allworth Financial
California
$2.83K +$1.12K +15 +52%
EARNEST Partners
307
EARNEST Partners
Georgia
$2.64K
SWM
308
Spire Wealth Management
Virginia
$2.44K
BIA
309
Bell Investment Advisors
California
$2.12K +$449 +6 +22%
JPWM
310
Jamison Private Wealth Management
Georgia
$2.06K +$2.4K +32 New
CTWM
311
Cherry Tree Wealth Management
Minnesota
$1.48K
CTC
312
Central Trust Company
Missouri
$1.35K +$1.57K +21 New
HL
313
HeadInvest LLC
Maine
$1.34K +$1.57K +21 New
BCM
314
Blume Capital Management
California
$1.29K
CA
315
Clearstead Advisors
Ohio
$1.29K +$748 +10 +100%
SWA
316
Sutton Wealth Advisors
Florida
$1.16K
BF
317
BOK Financial
Oklahoma
$1.1K +$1.42K +19 New
UB
318
UMB Bank
Missouri
$1.03K
HFS
319
Hantz Financial Services
Michigan
$1K
VNA
320
Valley National Advisers
Pennsylvania
$1K +$748 +10 New
NA
321
NewEdge Advisors
Louisiana
$707 -$2.4K -32 -74%
IFAM
322
Institutional & Family Asset Management
Colorado
$579 +$150 +2 +29%
NSG
323
Nalls Sherbakoff Group
Tennessee
$451
TFM
324
TFC Financial Management
Massachusetts
$322
WAM
325
Wolverine Asset Management
Illinois
$321 +$374 +5 New