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327 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

32% more call options, than puts

Call options by funds: $127M | Put options by funds: $96M

2.68% more ownership

Funds ownership: 99.25%101.93% (+2.7%)

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 335327 (-8)

19% less capital invested

Capital invested by funds: $5.82B → $4.73B (-$1.08B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
46
Increased
134
Reduced
98
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$17M +$14M +187,268 +243%
SEI Investments
52
SEI Investments
Pennsylvania
$16.1M -$862K -11,521 -4%
KFO
53
Kopp Family Office
Minnesota
$16.1M
Walleye Capital
54
Walleye Capital
New York
$15.6M +$12.8M +171,058 +238%
KCM
55
Kornitzer Capital Management
Kansas
$14.9M
AC
56
Armistice Capital
New York
$14.4M +$7.51M +100,290 +81%
CGI
57
Calixto Global Investors
Florida
$14.4M +$1.03M +13,800 +7%
VEPM
58
Vista Equity Partners Management
California
$13.5M -$5.89M -78,757 -27%
GS
59
Gagnon Securities
New York
$13.2M +$26.4K +353 +0.2%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$12.8M -$3.74M -50,000 -20%
Fuller & Thaler Asset Management
61
Fuller & Thaler Asset Management
California
$12.5M +$1.14M +15,287 +9%
PAMP
62
Polar Asset Management Partners
Ontario, Canada
$12.2M +$14.1M +189,000 New
BCPEMI
63
Bain Capital Public Equity Management II
Massachusetts
$11.6M -$7.99M -106,819 -37%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$11.4M +$10.7M +143,508 +434%
BL
65
BWCP LP
Texas
$11.2M +$2.56M +34,165 +24%
Fisher Asset Management
66
Fisher Asset Management
Washington
$10.7M +$8.49M +113,511 +214%
SI
67
SQN Investors
California
$10.6M +$691K +9,238 +6%
FSCM
68
First Sabrepoint Capital Management
Texas
$10.6M +$7.11M +95,000 +136%
CFM
69
Coronation Fund Managers
South Africa
$10.5M -$1.79M -23,934 -13%
KHCM
70
Kettle Hill Capital Management
New York
$10.1M +$96K +1,283 +0.8%
Swiss National Bank
71
Swiss National Bank
Switzerland
$10.1M +$59.9K +800 +0.5%
Barclays
72
Barclays
United Kingdom
$9.66M -$8.65M -115,527 -43%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$9.56M +$7.68M +102,600 +223%
KCM
74
Kennedy Capital Management
Missouri
$9.16M +$1.89M +25,285 +22%
CCA
75
Conestoga Capital Advisors
Pennsylvania
$8.95M +$66.8K +892 +0.6%