FIVN icon

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 %
GSC
376
Ground Swell Capital
South Carolina
– -$290K -4,017 Closed
HF
377
HRT Financial
New York
– -$274K -3,795 Closed
AC
378
AXQ Capital
New Jersey
– -$236K -3,263 Closed
SPA
379
Sherbrooke Park Advisers
New York
– -$231K -3,200 Closed
JF
380
Jump Financial
Illinois
– -$215K -2,975 Closed
DFCM
381
Dark Forest Capital Management
Puerto Rico
– -$210K -2,903 Closed
SS
382
Simplicity Solutions
Minnesota
– -$200K -2,769 Closed
BFG
383
Bleakley Financial Group
New Jersey
– -$200K -2,769 Closed
KI
384
Kapitalo Investimentos
Brazil
– -$79K -1,093 Closed
T
385
TOBAM
France
– -$69K -955 Closed
HCM
386
Highlander Capital Management
New Jersey
– -$18K -250 Closed
ACM
387
Advent Capital Management
New York
– -$17.9K -247 Closed
ASN
388
Advisory Services Network
Georgia
– -$15.6K -216 Closed
MAM
389
Meeder Asset Management
Ohio
– -$10.7K -148 Closed
AAS
390
Ameritas Advisory Services
Nebraska
– -$6.57K -100 Closed
MC
391
Machina Capital
France
– -$7.23K -100 Closed
HWM
392
HighMark Wealth Management
Minnesota
– -$7.01K -97 Closed
EI
393
Ellevest Inc
New York
– -$6K -83 Closed
BAM
394
Belpointe Asset Management
Nevada
– -$3.62K -50 Closed
GI
395
Gradient Investments
Minnesota
– -$3.62K -50 Closed
CAL
396
Capital Advisors Ltd
Ohio
– -$4K -49 Closed
WP
397
WealthPLAN Partners
Nebraska
– -$1.81K -25 Closed
BWM
398
BerganKDV Wealth Management
Minnesota
– -$507 -7 Closed
12 13 14 15
16