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
Name Holding Trade Value Shares
Change
Shares
Change %
AB
176
Amalgamated Bank
New York
$1.07M -$103K -1,419 -9%
HighTower Advisors
177
HighTower Advisors
Illinois
$1.06M -$57.6K -796 -5%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$1.06M +$316K +4,368 +42%
OQS
179
Occudo Quantitative Strategies
Florida
$1.03M +$1.03M +14,292 New
IC
180
IEQ Capital
California
$977K +$33.8K +467 +4%
KI
181
Kula Investments
Illinois
$972K +$972K +13,442 New
ACM
182
Aquatic Capital Management
Illinois
$933K +$933K +12,900 New
CCIA
183
Campbell & Co Investment Adviser
Maryland
$917K +$917K +12,685 New
URS
184
Utah Retirement Systems
Utah
$896K +$7.23K +100 +0.8%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$844K -$14.5K -200 -2%
SIAP
186
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$832K -$174K -2,403 -17%
Amundi
187
Amundi
France
$830K -$1.06M -14,606 -56%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$818K +$63.9K +884 +8%
SAM
189
Shell Asset Management
Netherlands
$817K -$723 -10 -0.1%
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$808K +$8.24K +114 +1%
QT
191
Quantbot Technologies
New York
$786K +$786K +10,877 New
Truist Financial
192
Truist Financial
North Carolina
$783K +$5.13K +71 +0.7%
I
193
InceptionR
California
$779K +$779K +10,771 New
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$766K
Dimensional Fund Advisors
195
Dimensional Fund Advisors
Texas
$710K -$1.72M -23,786 -71%
X
196
Xponance
Pennsylvania
$691K +$12.1K +167 +2%
VFA
197
Values First Advisors
Tennessee
$688K -$205K -2,830 -23%
ZB
198
Zions Bancorporation
Utah
$678K +$175K +2,421 +35%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$649K
LBWM
200
Left Brain Wealth Management
Illinois
$647K +$309K +4,766 +92%