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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 %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$4.36M -$2.76M -35,129 -39%
KOCAA
127
Knights of Columbus Asset Advisors
Connecticut
$4.23M +$1.41M +17,870 +50%
RCMC
128
RK Capital Management (Colorado)
Colorado
$4.19M +$4.19M +53,200 New
HIM
129
Herald Investment Management
United Kingdom
$4.19M – – –
Squarepoint
130
Squarepoint
New York
$4.17M -$6.7M -85,121 -62%
Simplex Trading
131
Simplex Trading
Illinois
$3.79M +$3.79M +48,211 New
Dimensional Fund Advisors
132
Dimensional Fund Advisors
Texas
$3.76M +$411K +5,226 +12%
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$3.7M +$3.7M +47,065 New
EAM
134
EULAV Asset Management
Florida
$3.61M -$2.99M -38,000 -45%
Walleye Capital
135
Walleye Capital
New York
$3.48M -$15.6M -198,798 -82%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$3.35M – – –
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$3.33M -$1.47M -18,720 -31%
DM
138
Diker Management
New York
$3.15M +$393K +5,000 +14%
BF
139
BOK Financial
Oklahoma
$3.08M +$3.08M +39,170 +206,158%
OAM
140
Oppenheimer Asset Management
New York
$3.06M -$113K -1,434 -4%
WP
141
Woodline Partners
California
$3.02M -$4.75M -60,389 -61%
BCM
142
Brown Capital Management
Maryland
$2.98M -$27.4K -348 -0.9%
FWC
143
First Washington Corp
Washington
$2.92M -$258K -3,284 -8%
Stifel Financial
144
Stifel Financial
Missouri
$2.9M +$214K +2,714 +8%
CI
145
Clal Insurance
Israel
$2.89M – – –
TD Asset Management
146
TD Asset Management
Ontario, Canada
$2.83M -$1.23M -15,600 -30%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$2.81M -$3.56M -45,280 -56%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$2.5M -$4.17K -53 -0.2%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$2.48M +$24.4K +310 +1%
AG
150
Algert Global
California
$2.48M +$1.09M +13,880 +79%
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