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FIVE9
FIVN

Overview Fund Activity

308 hedge funds and large institutions have $4.68B invested in FIVE9 in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 133 increasing their positions, 87 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-39
Holders Change %
-11.24%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
48
Increased
133
Reduced
87
Closed
86
Calls
$252M
Puts
$33.9M
Net Calls
+$218M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$437M
2
First Trust Advisors
First Trust Advisors
Illinois
$71.8M
3
VBA
Van Berkom & Associates
Quebec, Canada
$53M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$332M
5
Squarepoint
Squarepoint
New York
$50.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$38.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Millennium Management
Millennium Management
New York
$7.02M
5
UBS AM
UBS AM
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
301
EntryPoint Capital
New York
$994 -$29.6K -476 -97%
CWC
302
Carolinas Wealth Consulting
North Carolina
$897 +$897 +14 New
IFAM
303
Institutional & Family Asset Management
Colorado
$559 – – –
QCG
304
Quadrant Capital Group
Ohio
$249 -$1.06K -17 -81%
MCM
305
Manchester Capital Management
Vermont
$187 – – –
MCM
306
MV Capital Management
Maryland
$125 +$125 +2 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$124 +$124 +2 New
A
308
AlphaQuest
New York
$62 +$62 +1 New
T. Rowe Price Investment Management
309
T. Rowe Price Investment Management
Maryland
– -$111M -1,413,228 Closed
Assenagon Asset Management
310
Assenagon Asset Management
Luxembourg
– -$65.9M -837,856 Closed
Lord, Abbett & Co
311
Lord, Abbett & Co
New Jersey
– -$40.4M -513,461 Closed
Holocene Advisors
312
Holocene Advisors
New York
– -$28.4M -360,472 Closed
LP
313
LMR Partners
United Kingdom
– -$28.3M -360,000 Closed
TCP
314
ThornTree Capital Partners
Massachusetts
– -$19.4M -246,839 Closed
SPPAM
315
Summit Partners Public Asset Management
Massachusetts
– -$15.3M -194,901 Closed
OAM
316
Ophir Asset Management
Australia
– -$14.9M -189,789 Closed
TC
317
TwinBeech Capital
New York
– -$13.7M -174,505 Closed
BL
318
BWCP LP
Texas
– -$10.4M -132,196 Closed
Swedbank
319
Swedbank
Sweden
– -$8.66M -110,000 Closed
SSA
320
Schonfeld Strategic Advisors
New York
– -$7.92M -100,655 Closed
Voloridge Investment Management
321
Voloridge Investment Management
Florida
– -$7.92M -100,644 Closed
1832 Asset Management
322
1832 Asset Management
Ontario, Canada
– -$7.74M -98,400 Closed
OCM
323
Osterweis Capital Management
California
– -$6.27M -79,690 Closed
PHK
324
Point72 Hong Kong
Hong Kong
– -$5.98M -75,962 Closed
PCR
325
Potrero Capital Research
California
– -$5.96M -75,692 Closed
11 12
13
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