338 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
96
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
326
WealthPLAN Partners
Nebraska
$1.81K +$1.81K +25 New
SWA
327
Sutton Wealth Advisors
Florida
$1.3K
UB
328
UMB Bank
Missouri
$1.16K
HFS
329
Hantz Financial Services
Michigan
$1K +$1K +10 New
IA
330
IFP Advisors
Florida
$890 -$1.32K -37 -60%
NA
331
NewEdge Advisors
Louisiana
$795
SOW
332
State of Wyoming
Wyoming
$723 -$129K -1,783 -99%
CA
333
Clearstead Advisors
Ohio
$723
BWM
334
BerganKDV Wealth Management
Minnesota
$507
TPCW
335
TD Private Client Wealth
New York
$506
IFAM
336
Institutional & Family Asset Management
Colorado
$506
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$361 +$361 +5 New
NC
338
NewSquare Capital
Pennsylvania
$217
CAM
339
Contour Asset Management
New York
-$85.2M -1,255,591 Closed
JCAM
340
Jericho Capital Asset Management
New York
-$32.8M -483,000 Closed
Alkeon Capital Management
341
Alkeon Capital Management
New York
-$23.1M -339,836 Closed
Alyeska Investment Group
342
Alyeska Investment Group
Illinois
-$22.1M -325,080 Closed
MAM
343
Melqart Asset Management
United Kingdom
-$20.1M -296,465 Closed
SSG
344
Summit Securities Group
New York
-$17M -250,000 Closed
HIG
345
Herr Investment Group
Texas
-$12.9M -190,500 Closed
Public Sector Pension Investment Board (PSP Investments)
346
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$8.69M -128,000 Closed
TCP
347
ThornTree Capital Partners
Massachusetts
-$6.99M -102,999 Closed
SFM
348
Sphera Funds Management
Israel
-$6.45M -95,000 Closed
WP
349
Woodline Partners
California
-$4.8M -70,698 Closed
JCM
350
JAT Capital Management
Connecticut
-$4.31M -63,519 Closed