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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 64

1% less funds holding

Funds holding: 338334 (-4)

1.33% less ownership

Funds ownership: 100.58%99.25% (-1.3%)

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222M
Puts
$109M
Net Calls
Net Calls Change

Top Buyers

1 +$179M
2 +$101M
3 +$42.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$35.1M

Top Sellers

1 -$228M
2 -$79.5M
3 -$68.7M
4
Ameriprise
Ameriprise
Minnesota
-$67.7M
5
Morgan Stanley
Morgan Stanley
New York
-$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$11.4M
77
$11.4M
78
$11.2M
79
$11M
80
$10.2M
81
$9.8M
82
$9.67M
83
$9.21M
84
$9.07M
85
$8.56M
86
$8.42M
87
$8.29M
88
$8.26M
89
$7.94M
90
$7.82M
91
$7.81M
92
$7.63M
93
$7.54M
94
$7.5M
95
$7.5M
96
$7.48M
97
$7.39M
98
$7.16M
99
$7.14M
100
$7.09M