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
JP Morgan Chase
JP Morgan Chase
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
126
$4.39M
127
$4.38M
128
$4.17M
129
$4.16M
130
$4.15M
131
$3.87M
132
$3.8M
133
$3.78M
134
$3.71M
135
$3.63M
136
$3.6M
137
$3.6M
138
$3.51M
139
$3.5M
140
$3.39M
141
$3.18M
142
$3.06M
143
$3.03M
144
$3.01M
145
$2.89M
146
$2.85M
147
$2.72M
148
$2.69M
149
$2.63M
150
$2.6M