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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 %
PCM
101
Penn Capital Management
Pennsylvania
$7.19M +$7.19M +91,098 New
SLG
102
Stanley-Laman Group
Pennsylvania
$7.14M +$7.14M +90,733 New
GIM
103
Granahan Investment Management
Massachusetts
$6.64M +$1.43M +18,194 +27%
AI
104
Aperture Investors
New York
$6.4M +$3.07M +38,963 +92%
OCM
105
Osterweis Capital Management
California
$6.27M +$321K +4,085 +5%
RJA
106
Raymond James & Associates
Florida
$6.21M +$145K +1,839 +2%
NC
107
Nicholas Company
Wisconsin
$6.2M – – –
MOACM
108
Mutual of America Capital Management
New York
$6.17M +$837K +10,638 +16%
California State Teachers Retirement System (CalSTRS)
109
California State Teachers Retirement System (CalSTRS)
California
$5.99M -$209K -2,651 -3%
PHK
110
Point72 Hong Kong
Hong Kong
$5.98M +$5.98M +75,962 New
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$5.96M +$132K +1,672 +2%
PCR
112
Potrero Capital Research
California
$5.96M +$5.96M +75,692 New
BMSSC
113
B. Metzler seel. Sohn & Co
Germany
$5.92M +$580K +7,374 +11%
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$5.9M +$5.9M +75,000 New
GIPM
115
G2 Investment Partners Management
New York
$5.89M -$4.65M -59,121 -44%
TC
116
Tairen Capital
Hong Kong
$5.84M +$5.84M +74,164 New
Legal & General Group
117
Legal & General Group
United Kingdom
$5.73M +$340K +4,321 +6%
BAM
118
Bullseye Asset Management
Colorado
$5.61M +$1.03M +13,099 +23%
Marshall Wace
119
Marshall Wace
United Kingdom
$5.58M -$32.9M -417,912 -85%
Group One Trading
120
Group One Trading
Illinois
$5.51M +$4.95M +62,885 +876%
Wells Fargo
121
Wells Fargo
California
$5.41M -$724K -9,201 -12%
CRC
122
Curi RMB Capital
Illinois
$5.1M +$48.1K +611 +1%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$4.97M -$21.4K -272 -0.4%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$4.53M -$595K -7,560 -12%
KCM
125
Kodai Capital Management
Illinois
$4.37M +$4.37M +55,500 New
3 4
5
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