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FIVE9
FIVN

Overview Fund Activity

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
Holders
334
Holders Change
-4
Holders Change %
-1.18%
% of All Funds
5.27%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
61
Increased
125
Reduced
102
Closed
64
Calls
$222M
Puts
$109M
Net Calls
+$113M
Net Calls Change
+$15.3M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$179M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$101M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$67.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$405M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$174M

Top Sellers

1
BlackRock
1
BlackRock
New York
$329M
2
SEP
2
Soma Equity Partners
California
$0
3
DCM
3
Dorsal Capital Management
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$9.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
176
Riverpark Capital Management
New York
$1.27M -$51.9K -630 -4%
Dimensional Fund Advisors
177
Dimensional Fund Advisors
Texas
$1.25M +$436K +5,284 +54%
BPIM
178
Brant Point Investment Management
New York
$1.23M -$3.16M -38,304 -72%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.21M +$338K +4,100 +39%
WHP
180
Washington Harbour Partners
Virginia
$1.14M +$1.14M +13,781 New
O
181
Ossiam
France
$1.1M +$1.1M +13,320 New
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$1.04M +$109K +1,328 +12%
Man Group
183
Man Group
United Kingdom
$1.01M +$1.01M +12,265 New
URS
184
Utah Retirement Systems
Utah
$1.01M -$16.5K -200 -2%
BIP
185
Blue Investment Partners
California
$889K +$485K +5,883 +120%
Truist Financial
186
Truist Financial
North Carolina
$868K -$24.5K -297 -3%
AAP
187
Ardsley Advisory Partners
Connecticut
$841K +$449K +5,450 +115%
LBWM
188
Left Brain Wealth Management
Illinois
$838K +$15.7K +190 +2%
CAM
189
Cresset Asset Management
Illinois
$827K +$827K +10,033 New
VFA
190
Values First Advisors
Tennessee
$817K +$31.8K +386 +4%
ADIM
191
Alpha DNA Investment Management
Maryland
$809K +$809K +9,815 New
X
192
Xponance
Pennsylvania
$803K +$15.1K +183 +2%
CSS
193
Cubist Systematic Strategies
Connecticut
$800K -$6.04M -73,213 -88%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$786K -$177K -2,146 -18%
ZB
195
Zions Bancorporation
Utah
$780K +$6.1K +74 +0.8%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$754K -$453K -5,497 -38%
QC
197
Quent Capital
New York
$745K – – –
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$740K – – –
Principal Financial Group
199
Principal Financial Group
Iowa
$700K +$92.2K +1,118 +15%
TC
200
TownSquare Capital
Utah
$663K +$254K +3,082 +62%
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