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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 %
ORI
351
Oak Ridge Investments
Illinois
– -$4.08M -56,373 Closed
NIP
352
Nicholas Investment Partners
California
– -$4.02M -55,672 Closed
N
353
Numerai
California
– -$2.39M -33,044 Closed
AIMCA
354
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.62M -22,422 Closed
FRM
355
Fox Run Management
Connecticut
– -$1.22M -16,852 Closed
Holocene Advisors
356
Holocene Advisors
New York
– -$1.17M -16,150 Closed
IC
357
IEQ Capital
California
– -$977K -13,512 Closed
ACM
358
Aquatic Capital Management
Illinois
– -$933K -12,900 Closed
SP
359
Sarasin & Partners
United Kingdom
– -$1.64M -12,210 Closed
SIAP
360
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$832K -11,507 Closed
QT
361
Quantbot Technologies
New York
– -$786K -10,877 Closed
I
362
InceptionR
California
– -$779K -10,771 Closed
GCM
363
Greenland Capital Management
New York
– -$639K -8,838 Closed
PCM
364
Prelude Capital Management
New York
– -$600K -8,297 Closed
LCM
365
Legato Capital Management
California
– -$522K -7,224 Closed
FC
366
FORA Capital
Florida
– -$519K -7,185 Closed
MC
367
Maverick Capital
Texas
– -$491K -6,795 Closed
XT
368
XTX Topco
Cayman Islands
– -$445K -6,153 Closed
BFM
369
Boothbay Fund Management
New York
– -$442K -6,109 Closed
AI
370
Acuitas Investments
Washington
– -$427K -5,900 Closed
TSS
371
Two Sigma Securities
New York
– -$401K -5,545 Closed
CB
372
Commerce Bank
Missouri
– -$391K -5,413 Closed
PTC
373
Petrus Trust Company
Texas
– -$347K -4,798 Closed
PFO
374
Pathstone Family Office
New Jersey
– -$344K -4,753 Closed
CC
375
Cipher Capital
New York
– -$340K -4,701 Closed
12 13 14
15
16