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FIVE9
FIVN

Overview Fund Activity

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

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$279M
2
Citadel Advisors
Citadel Advisors
Florida
$134M
3
DCM
Dorsal Capital Management
California
$68.7M
4
UBS AM
UBS AM
Illinois
$58.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$6.16M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$61.3M
4
CAM
Contour Asset Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
Archon Capital Management
Washington
– -$3.47M -51,100 Closed
Tudor Investment Corp
352
Tudor Investment Corp
Connecticut
– -$2.6M -38,314 Closed
DSCM
353
Divisadero Street Capital Management
Florida
– -$2.04M -30,000 Closed
WHP
354
Washington Harbour Partners
Virginia
– -$1.75M -25,721 Closed
AA
355
ALPS Advisors
Colorado
– -$1.35M -19,825 Closed
AAM
356
Azzad Asset Management
Virginia
– -$1.27M -18,712 Closed
SW
357
SVB Wealth
Massachusetts
– -$590K -8,689 Closed
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
– -$525K -7,746 Closed
CPM
359
Connective Portfolio Management
New York
– -$339K -5,000 Closed
WIC
360
Water Island Capital
New York
– -$278K -4,100 Closed
AI
361
Atom Investors
Texas
– -$250K -3,680 Closed
OWM
362
OneAscent Wealth Management
Alabama
– -$249K -3,667 Closed
PI
363
PEAK6 Investments
Illinois
– -$241K -3,545 Closed
KBC Group
364
KBC Group
Belgium
– -$240K -3,532 Closed
P
365
Pitcairn
Pennsylvania
– -$220K -3,248 Closed
OFS
366
OneAscent Financial Services
Alabama
– -$212K -3,123 Closed
HFM
367
Harvest Fund Management
China
– -$120K -2,061 Closed
Bessemer Group
368
Bessemer Group
New Jersey
– -$137K -2,011 Closed
EDRH
369
Edmond de Rothschild Holding
Switzerland
– -$132K -1,944 Closed
HT
370
Headlands Technologies
Illinois
– -$61K -893 Closed
O
371
Ossiam
France
– -$38.5K -567 Closed
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
– -$12K -196 Closed
MCC
373
Money Concepts Capital
Florida
– -$6.79K -100 Closed
MWM
374
MinichMacGregor Wealth Management
New York
– -$4.89K -72 Closed
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
– -$2K -26 Closed
12 13 14
15
16