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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 %
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$3.3K – – –
GI
327
GAMMA Investing
California
$3.26K +$3.26K +43 New
SWM
328
Spire Wealth Management
Virginia
$2.93K – – –
SOW
329
State of Wyoming
Wyoming
$2.91K +$2.91K +37 New
VCM
330
Versant Capital Management
Arizona
$2.68K -$1.02K -13 -28%
BIA
331
Bell Investment Advisors
California
$2.6K – – –
JPWM
332
Jamison Private Wealth Management
Georgia
$2.52K – – –
VNA
333
Valley National Advisers
Pennsylvania
$2K +$1.33K +20 +200%
PP
334
Paloma Partners
Connecticut
$1.89K +$1.89K +24 New
CTWM
335
Cherry Tree Wealth Management
Minnesota
$1.81K – – –
QCG
336
Quadrant Capital Group
Ohio
$1.65K -$10.3K -131 -86%
CTC
337
Central Trust Company
Missouri
$1.65K – – –
BCM
338
Blume Capital Management
California
$1.57K – – –
BFEC
339
Benjamin F. Edwards & Company
Missouri
$1K +$1K +10 New
CA
340
Clearstead Advisors
Ohio
$787 -$787 -10 -50%
IFAM
341
Institutional & Family Asset Management
Colorado
$708 – – –
WAM
342
Wolverine Asset Management
Illinois
$393 – – –
NSG
343
Nalls Sherbakoff Group
Tennessee
$315 -$236 -3 -43%
MCM
344
Manchester Capital Management
Vermont
$237 – – –
NC
345
NewSquare Capital
Pennsylvania
$79 -$79 -1 -50%
SAM
346
Smartleaf Asset Management
Massachusetts
$79 +$79 +1 New
SFM
347
Soros Fund Management
New York
– -$18.4M -285,400 Closed
APC
348
Alta Park Capital
California
– -$17.4M -271,188 Closed
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
– -$12.8M -200,000 Closed
BCPEMI
350
Bain Capital Public Equity Management II
Massachusetts
– -$11.6M -179,975 Closed
12 13
14
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