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FIVE9
FIVN

Overview Fund Activity

338 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
96
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$279M
2
Citadel Advisors
Citadel Advisors
Florida
$134M
3
DCM
Dorsal Capital Management
California
$68.7M
4
UBS AM
UBS AM
Illinois
$58.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$6.16M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$61.3M
4
CAM
Contour Asset Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
126
Invesco
Georgia
$3.73M +$18K +249 +0.5%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$3.7M +$197K +2,722 +6%
Barclays
128
Barclays
United Kingdom
$3.69M +$3.11M +43,049 +536%
N
129
Natixis
France
$3.23M -$72M -995,650 -96%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$3.15M -$24.1M -331,321 -88%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$3.08M +$256K +3,539 +9%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$3.08M -$222K -3,068 -7%
FWC
133
First Washington Corp
Washington
$3.07M -$1.29M -17,852 -30%
KCM
134
Kennedy Capital Management
Missouri
$3.04M +$46.3K +641 +2%
Fisher Asset Management
135
Fisher Asset Management
Washington
$2.93M +$1.01M +13,948 +53%
HIM
136
Herald Investment Management
United Kingdom
$2.89M – – –
Stifel Financial
137
Stifel Financial
Missouri
$2.83M +$1.7M +23,470 +149%
ACM
138
Atika Capital Management
New York
$2.82M -$3.38M -46,800 -55%
UBS Group
139
UBS Group
Switzerland
$2.82M +$313K +4,332 +13%
OAM
140
Oppenheimer Asset Management
New York
$2.76M +$20.1K +278 +0.7%
FGIM
141
First Growth Investment Manager
California
$2.69M +$560K +7,750 +26%
CI
142
Clal Insurance
Israel
$2.66M – – –
DM
143
Diker Management
New York
$2.53M – – –
N
144
Numerai
California
$2.39M +$2.39M +33,044 New
Jacobs Levy Equity Management
145
Jacobs Levy Equity Management
New Jersey
$2.33M +$2.33M +32,176 New
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$2.31M +$1.22M +16,799 +111%
KOCAA
147
Knights of Columbus Asset Advisors
Connecticut
$2.27M +$11.2K +155 +0.5%
BAM
148
Bullseye Asset Management
Colorado
$2.24M +$1.16M +16,000 +107%
SCM
149
Silvant Capital Management
Georgia
$2.24M +$1.6M +22,143 +251%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$2.21M +$15.9K +220 +0.7%
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