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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 %
KHCM
351
Kettle Hill Capital Management
New York
– -$10.1M -156,742 Closed
NCL
352
Nishkama Capital LLC
Puerto Rico
– -$8.62M -134,053 Closed
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
– -$6.87M -106,861 Closed
ACM
354
Atika Capital Management
New York
– -$6.24M -97,000 Closed
CCM
355
Cadian Capital Management
New York
– -$5.47M -85,000 Closed
First Trust Advisors
356
First Trust Advisors
Illinois
– -$5.37M -83,565 Closed
GIP
357
Granite Investment Partners
California
– -$5.26M -81,819 Closed
ECM
358
ExodusPoint Capital Management
New York
– -$3.66M -56,908 Closed
BGDI
359
BW Gestao de Investimentos
Brazil
– -$3.22M -50,000 Closed
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
– -$2.88M -44,843 Closed
Capital Fund Management (CFM)
361
Capital Fund Management (CFM)
France
– -$2.23M -34,754 Closed
BCPE
362
Bain Capital Public Equity
Massachusetts
– -$1.74M -27,015 Closed
OCBCO
363
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$1.56M -24,318 Closed
CM
364
Caption Management
Oklahoma
– -$1.48M -23,000 Closed
JF
365
Jump Financial
Illinois
– -$1.31M -20,431 Closed
ESCM
366
Echo Street Capital Management
New York
– -$1.22M -18,954 Closed
EP
367
Edgestream Partners
New Jersey
– -$813K -12,643 Closed
LAM
368
L2 Asset Management
Massachusetts
– -$13.1K -10,469 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
369
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$643K -10,000 Closed
MA
370
MYDA Advisors
New York
– -$579K -9,000 Closed
HF
371
HRT Financial
New York
– -$529K -8,231 Closed
MIIM
372
Mesirow Institutional Investment Management
Illinois
– -$423K -6,576 Closed
Truist Financial
373
Truist Financial
North Carolina
– -$403K -6,272 Closed
AIM
374
Aigen Investment Management
New York
– -$326K -5,077 Closed
DFCM
375
Dark Forest Capital Management
Puerto Rico
– -$295K -4,581 Closed
12 13 14
15
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