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FIVE9
FIVN

Overview Fund Activity

326 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
46
Increased
134
Reduced
97
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$231M
2
Holocene Advisors
Holocene Advisors
New York
$42.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$111M
4
UBS Group
UBS Group
Switzerland
$34.3M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.4M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
SCH
Sylebra Capital (HK)
Hong Kong
$129M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$22M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$289M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
176
Walleye Trading
New York
$1.09M -$2.15M -33,383 -66%
US Bancorp
177
US Bancorp
Minnesota
$1.08M +$28.4K +441 +3%
MCP
178
Mirador Capital Partners
California
$1.06M +$18.1K +281 +2%
SEC
179
Seven Eight Capital
New York
$1.01M +$1.01M +15,762 New
SPA
180
Sherbrooke Park Advisers
New York
$1M +$1M +15,604 New
AB
181
Amalgamated Bank
New York
$990K -$14.2K -221 -1%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$945K – – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$910K +$97K +1,508 +12%
WHP
184
Washington Harbour Partners
Virginia
$886K – – –
O
185
Ossiam
France
$856K – – –
OQS
186
Occudo Quantitative Strategies
Florida
$832K +$605K +9,413 +267%
EP
187
Edgestream Partners
New Jersey
$813K +$502K +7,811 +162%
OTL
188
Oak Thistle LLC
New York
$803K +$803K +12,486 New
URS
189
Utah Retirement Systems
Utah
$791K +$6.43K +100 +0.8%
AAP
190
Ardsley Advisory Partners
Connecticut
$784K +$129K +2,000 +20%
ACM
191
Aquatic Capital Management
Illinois
$784K +$784K +12,200 New
Lazard Asset Management
192
Lazard Asset Management
New York
$711K +$625K +9,728 +729%
Renaissance Technologies
193
Renaissance Technologies
New York
$669K -$12.9M -200,498 -95%
ZB
194
Zions Bancorporation
Utah
$663K +$55K +856 +9%
LBWM
195
Left Brain Wealth Management
Illinois
$661K +$7.65K +119 +1%
CG
196
Cutler Group
California
$646K +$564K +8,776 +690%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
197
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$643K -$4.37M -68,000 -87%
X
198
Xponance
Pennsylvania
$630K +$3.67K +57 +0.6%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$622K +$9.45K +147 +2%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$584K +$281K +4,363 +93%
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