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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 %
RP
26
Riverbridge Partners
Minnesota
$61.3M -$1.52M -19,371 -2%
SIMG
27
Stephens Investment Management Group
Texas
$60.1M +$7.64M +97,058 +15%
Ameriprise
28
Ameriprise
Minnesota
$59.8M +$50.9M +646,480 +568%
Axa
29
Axa
France
$59.5M -$377K -4,792 -0.6%
EAM
30
Eventide Asset Management
Massachusetts
$55.4M +$747K +9,498 +1%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$51M +$28.2M +358,887 +124%
HRCM
32
Hood River Capital Management
Florida
$46M +$46M +584,923 New
TCG
33
Tremblant Capital Group
Florida
$42.6M -$2.17M -27,535 -5%
Deutsche Bank
34
Deutsche Bank
Germany
$42.5M +$18.1M +229,705 +74%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$40.4M +$26.6K +338 +0.1%
Charles Schwab
36
Charles Schwab
California
$35.2M +$1.27M +16,108 +4%
Northern Trust
37
Northern Trust
Illinois
$32M +$434K +5,511 +1%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$30.1M +$1.97M +25,075 +7%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$29.8M -$45.1K -573 -0.2%
Holocene Advisors
40
Holocene Advisors
New York
$28.4M -$23.7M -301,468 -46%
LP
41
LMR Partners
United Kingdom
$28.3M +$28.3M +360,000 New
Victory Capital Management
42
Victory Capital Management
Texas
$25.6M +$4.85M +61,583 +23%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$24.1M -$2.82M -35,795 -10%
WCM Investment Management
44
WCM Investment Management
California
$23.6M +$2.12M +26,533 +10%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$22.3M -$5.12M -65,037 -19%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$22.2M -$5.57M -70,773 -20%
PCA
47
Prospect Capital Advisors
California
$20.6M -$1.82M -23,150 -8%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$20M +$6.13M +77,849 +44%
CGI
49
Calixto Global Investors
Florida
$19.8M +$2.14M +27,200 +12%
TCP
50
ThornTree Capital Partners
Massachusetts
$19.4M +$19.4M +246,839 New
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