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FIVE9
FIVN

Overview Fund Activity

347 hedge funds and large institutions have $5.8B invested in FIVE9 in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+21
Holders Change %
+6.44%
% of All Funds
5.09%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
70
Increased
113
Reduced
129
Closed
45
Calls
$174M
Puts
$72.1M
Net Calls
+$102M
Net Calls Change
+$71M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
Millennium Management
2
Millennium Management
New York
$75.9M
3
Ameriprise
3
Ameriprise
Minnesota
$59.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$357M
5
HRCM
5
Hood River Capital Management
Florida
$46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$214M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$111M
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
301
Huntington National Bank
Ohio
$17K -$7.56K -96 -31%
QL
302
Quarry LP
New York
$16.8K -$7.55K -96 -31%
PP
303
PFS Partners
New Jersey
$15.7K – – –
GWS
304
Glassman Wealth Services
Virginia
$15.3K – – –
AWM
305
Abound Wealth Management
Tennessee
$15.1K +$1.02K +13 +7%
C
306
Covestor
United Kingdom
$15K +$5.43K +67 +57%
BBHC
307
Brown Brothers Harriman & Co
New York
$13.8K – – –
EWA
308
EverSource Wealth Advisors
Alabama
$12.4K +$8.34K +106 +204%
S
309
SignatureFD
Georgia
$12.1K -$5.74K -73 -32%
ASN
310
Advisory Services Network
Georgia
$11.8K +$11.8K +150 New
LC
311
Lindbrook Capital
California
$10.9K -$2.05K -26 -16%
GRP
312
Global Retirement Partners
California
$10.3K -$7.28K -96 -41%
MA
313
MCF Advisors
Kentucky
$9.21K +$2.91K +37 +46%
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$8K +$75 +1 +0.9%
NFSG
315
Newbridge Financial Services Group
Florida
$7.87K -$7.08K -90 -47%
GWM
316
Geneos Wealth Management
Colorado
$7.87K – – –
IA
317
IFP Advisors
Florida
$7.87K – – –
MSG
318
Main Street Group
Virginia
$7.63K +$7.63K +97 New
WTG
319
West Tower Group
Virginia
$7.55K +$236 +3 +3%
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.43K +$6.43K +100 New
N
321
Natixis
France
$6.3K +$6.3K +80 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$5.27K – – –
CFGS
323
Concourse Financial Group Securities
Alabama
$5.19K -$1.65K -21 -24%
VWM
324
Venturi Wealth Management
Texas
$5.12K – – –
GWSG
325
GPS Wealth Strategies Group
Colorado
$4.72K – – –
11 12
13
14 15