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FIVE9
FIVN

Overview Fund Activity

334 hedge funds and large institutions have $5.82B invested in FIVE9 in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-4
Holders Change %
-1.18%
% of All Funds
5.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
61
Increased
125
Reduced
102
Closed
64
Calls
$222M
Puts
$109M
Net Calls
+$113M
Net Calls Change
+$15.3M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$179M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$101M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$67.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$405M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$174M

Top Sellers

1
BlackRock
1
BlackRock
New York
$329M
2
SEP
2
Soma Equity Partners
California
$0
3
DCM
3
Dorsal Capital Management
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$9.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
326
UMB Bank
Missouri
$1.32K – – –
HFS
327
Hantz Financial Services
Michigan
$1K – – –
CA
328
Clearstead Advisors
Ohio
$825 – – –
IFAM
329
Institutional & Family Asset Management
Colorado
$577 – – –
TPCW
330
TD Private Client Wealth
New York
$577 – – –
NSG
331
Nalls Sherbakoff Group
Tennessee
$463 -$1.39K -21 -75%
TFM
332
TFC Financial Management
Massachusetts
$413 +$413 +5 New
MCM
333
Manchester Capital Management
Vermont
$248 +$248 +3 New
NC
334
NewSquare Capital
Pennsylvania
$247 – – –
SEP
335
Soma Equity Partners
California
– -$79.5M -1,100,000 Closed
DCM
336
Dorsal Capital Management
California
– -$68.7M -950,000 Closed
ClearBridge Investments
337
ClearBridge Investments
New York
– -$37.5M -518,281 Closed
IECM
338
Intrinsic Edge Capital Management
Illinois
– -$18.6M -257,845 Closed
Parnassus Investments
339
Parnassus Investments
California
– -$16.3M -225,571 Closed
JCM
340
Junto Capital Management
New York
– -$12.1M -167,899 Closed
SAM
341
Silvercrest Asset Management
New York
– -$12M -166,247 Closed
Capital Research Global Investors
342
Capital Research Global Investors
California
– -$11.3M -156,380 Closed
SC
343
Styrax Capital
New York
– -$8.7M -120,310 Closed
1832 Asset Management
344
1832 Asset Management
Ontario, Canada
– -$7.24M -100,100 Closed
HT
345
HAP Trading
New York
– -$6.94M -96,030 Closed
Macquarie Group
346
Macquarie Group
Australia
– -$6.16M -85,239 Closed
CMG
347
Cavalry Management Group
California
– -$6.07M -83,985 Closed
Bank of Nova Scotia
348
Bank of Nova Scotia
Ontario, Canada
– -$6.05M -83,627 Closed
Nomura Holdings
349
Nomura Holdings
Japan
– -$4.97M -68,699 Closed
PMEF
350
Point72 Middle East FZE
United Arab Emirates
– -$4.58M -63,336 Closed
12 13
14
15 16