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FIVE9
FIVN

Overview Fund Activity

308 hedge funds and large institutions have $4.68B invested in FIVE9 in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 133 increasing their positions, 87 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-39
Holders Change %
-11.24%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
48
Increased
133
Reduced
87
Closed
86
Calls
$252M
Puts
$33.9M
Net Calls
+$218M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$437M
2
First Trust Advisors
First Trust Advisors
Illinois
$71.8M
3
VBA
Van Berkom & Associates
Quebec, Canada
$53M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$332M
5
Squarepoint
Squarepoint
New York
$50.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$38.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Millennium Management
Millennium Management
New York
$7.02M
5
UBS AM
UBS AM
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
351
CenterBook Partners
Connecticut
– -$639K -8,117 Closed
OTL
352
Oak Thistle LLC
New York
– -$631K -8,016 Closed
PMEF
353
Point72 Middle East FZE
United Arab Emirates
– -$590K -7,495 Closed
Corient Private Wealth
354
Corient Private Wealth
Florida
– -$535K -6,796 Closed
DTL
355
Dynamic Technology Lab
Singapore
– -$528K -6,714 Closed
VAM
356
Valliance Asset Management
Hong Kong
– -$488K -6,200 Closed
TCA
357
Transcend Capital Advisors
New Jersey
– -$459K -5,835 Closed
SEC
358
Seven Eight Capital
New York
– -$457K -5,809 Closed
JWS
359
Juncture Wealth Strategies
Arizona
– -$454K -5,771 Closed
GCP
360
GSA Capital Partners
United Kingdom
– -$447K -5,679 Closed
Nomura Holdings
361
Nomura Holdings
Japan
– -$408K -5,182 Closed
TSS
362
Two Sigma Securities
New York
– -$330K -4,192 Closed
WCA
363
Westover Capital Advisors
Delaware
– -$307K -3,902 Closed
OQS
364
Occudo Quantitative Strategies
Florida
– -$301K -3,828 Closed
TFA
365
Toth Financial Advisory
Virginia
– -$292K -3,705 Closed
AR
366
Advisory Research
Illinois
– -$262K -3,324 Closed
VA
367
Vident Advisory
Georgia
– -$257K -3,264 Closed
MGIA
368
Moneta Group Investment Advisors
Missouri
– -$254K -3,228 Closed
GC
369
Guggenheim Capital
Illinois
– -$252K -3,203 Closed
DWT
370
Dorsey & Whitney Trust
South Dakota
– -$249K -3,160 Closed
KIA
371
KLR Investment Advisors
Rhode Island
– -$244K -3,103 Closed
VPIM
372
Vanguard Personalized Indexing Management
California
– -$242K -3,070 Closed
EWA
373
Encompass Wealth Advisors
Oregon
– -$240K -3,049 Closed
RJT
374
Raymond James Trust
Florida
– -$230K -2,926 Closed
DCM
375
Dimension Capital Management
Florida
– -$229K -2,905 Closed
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15
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