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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.

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

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$38.4M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Millennium Management
4
Millennium Management
New York
$7.02M
5
UBS AM
5
UBS AM
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eventide Asset Management
Massachusetts
$43.8M +$108K +1,739 +0.2%
Morgan Stanley
27
Morgan Stanley
New York
$38.4M -$110M -1,765,990 -74%
TCG
28
Tremblant Capital Group
Florida
$38.1M +$4.44M +71,560 +13%
HRCM
29
Hood River Capital Management
Florida
$36.6M +$265K +4,273 +0.7%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$36.6M -$3.7M -59,493 -9%
Deutsche Bank
31
Deutsche Bank
Germany
$32M -$1.61M -25,931 -5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$31.4M -$19M -305,698 -38%
Goldman Sachs
33
Goldman Sachs
New York
$28.9M +$22.6M +364,664 +363%
AC
34
Armistice Capital
New York
$28.6M +$17M +273,106 +145%
Charles Schwab
35
Charles Schwab
California
$28.2M +$428K +6,893 +2%
Fisher Asset Management
36
Fisher Asset Management
Washington
$28M +$15.3M +247,119 +122%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$26.8M +$2.92M +46,770 +12%
Jane Street
38
Jane Street
New York
$26.2M +$18.5M +298,097 +240%
Bank of America
39
Bank of America
North Carolina
$26.1M +$15.6M +250,601 +148%
Northern Trust
40
Northern Trust
Illinois
$25.3M -$17.1K -276 -0.1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$22.8M -$693K -11,160 -3%
WCM Investment Management
42
WCM Investment Management
California
$20.5M +$2.11M +34,036 +12%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$18.1M +$15.1M +243,585 +510%
PCA
44
Prospect Capital Advisors
California
$16.4M +$74.5K +1,200 +0.5%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$15.7M +$498K +8,025 +3%
KFO
46
Kopp Family Office
Minnesota
$14.8M – – –
LCK
47
LeRoy C. Kopp
$14.8M +$14.8M +237,492 New
Victory Capital Management
48
Victory Capital Management
Texas
$14.3M -$5.93M -95,514 -29%
GS
49
Gagnon Securities
New York
$14.1M +$1.41M +22,640 +11%
Lazard Asset Management
50
Lazard Asset Management
New York
$13.6M +$13.5M +217,511 +14,152%
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