FIVN icon

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 %
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$19.3M +$11.2M +142,669 +139%
KFO
52
Kopp Family Office
Minnesota
$18.7M -$962K -12,230 -5%
Fuller & Thaler Asset Management
53
Fuller & Thaler Asset Management
California
$17.1M +$1.87M +23,719 +12%
GS
54
Gagnon Securities
New York
$16M -$161K -2,052 -1%
Fisher Asset Management
55
Fisher Asset Management
Washington
$16M +$2.86M +36,317 +22%
SPPAM
56
Summit Partners Public Asset Management
Massachusetts
$15.3M -$10.9M -138,518 -42%
OAM
57
Ophir Asset Management
Australia
$14.9M -$9.2M -116,888 -38%
AC
58
Armistice Capital
New York
$14.8M -$2.86M -36,290 -16%
SEI Investments
59
SEI Investments
Pennsylvania
$14.4M -$5.37M -68,200 -27%
Amundi
60
Amundi
France
$14.2M +$9.06M +118,975 +177%
TC
61
TwinBeech Capital
New York
$13.7M +$11.1M +140,816 +418%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$13.3M +$13.3M +169,581 New
Bank of America
63
Bank of America
North Carolina
$13.3M -$11.5M -145,573 -46%
SCA
64
Summit Creek Advisors
Minnesota
$13.1M +$3.04M +38,617 +30%
PAMP
65
Polar Asset Management Partners
Ontario, Canada
$12.9M -$1.93M -24,500 -13%
CFM
66
Coronation Fund Managers
South Africa
$12.4M -$451K -5,725 -4%
CC
67
Carlson Capital
Texas
$11.3M +$9.35M +118,765 +476%
Swiss National Bank
68
Swiss National Bank
Switzerland
$11.2M -$1.12M -14,200 -9%
CCA
69
Conestoga Capital Advisors
Pennsylvania
$10.8M -$129K -1,645 -1%
SBH
70
Segall Bryant & Hamill
Illinois
$10.6M +$10.6M +135,254 New
KCM
71
Kennedy Capital Management
Missouri
$10.6M -$582K -7,391 -5%
FSCM
72
First Sabrepoint Capital Management
Texas
$10.5M -$2.51M -31,950 -19%
BL
73
BWCP LP
Texas
$10.4M -$3.32M -42,238 -24%
MAM
74
Melqart Asset Management
United Kingdom
$10.2M +$1.5M +19,087 +17%
Barclays
75
Barclays
United Kingdom
$10.1M -$1.68M -21,384 -14%
1 2
3
4 5