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FIVE9
FIVN

Overview Fund Activity

308 hedge funds and large institutions have $4.68B invested in FIVE9 in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 133 increasing their positions, 87 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-39
Holders Change %
-11.24%
% of All Funds
4.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
48
Increased
133
Reduced
87
Closed
86
Calls
$252M
Puts
$33.9M
Net Calls
+$218M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$437M
2
First Trust Advisors
First Trust Advisors
Illinois
$71.8M
3
VBA
Van Berkom & Associates
Quebec, Canada
$53M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$332M
5
Squarepoint
Squarepoint
New York
$50.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$38.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Millennium Management
Millennium Management
New York
$7.02M
5
UBS AM
UBS AM
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$875K – – –
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$858K +$858K +13,815 New
O
178
Ossiam
France
$827K – – –
US Bancorp
179
US Bancorp
Minnesota
$799K -$259K -4,164 -24%
Prudential Financial
180
Prudential Financial
New Jersey
$774K +$558K +8,979 +258%
AIMCA
181
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$760K -$1.02M -16,409 -57%
Capstone Investment Advisors
182
Capstone Investment Advisors
New York
$758K +$376K +6,051 +98%
ZB
183
Zions Bancorporation
Utah
$734K +$45.2K +728 +7%
PCM
184
Prelude Capital Management
New York
$700K +$468K +7,539 +202%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$694K +$277K +4,439 +66%
NA
186
NewEdge Advisors
Louisiana
$628K -$83.2K -1,340 -12%
SF
187
Synovus Financial
Georgia
$613K +$156K +2,519 +34%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$601K +$2.67K +43 +0.4%
YIH
189
Y-Intercept (HK)
Hong Kong
$595K -$92.8K -1,494 -13%
TC
190
TownSquare Capital
Utah
$587K +$37K +595 +7%
X
191
Xponance
Pennsylvania
$584K +$11.2K +180 +2%
MC
192
Maverick Capital
Texas
$533K +$533K +8,582 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$526K -$73.3K -1,180 -12%
CAM
194
Cresset Asset Management
Illinois
$519K -$21.4K -345 -4%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$516K -$42.3K -681 -8%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$480K +$227K +3,649 +89%
Mariner
197
Mariner
Kansas
$456K -$39.6K -637 -8%
Principal Financial Group
198
Principal Financial Group
Iowa
$448K -$21.3K -343 -5%
NSEDCP
199
NJ State Employees Deferred Compensation Plan
New Jersey
$435K – – –
TPI
200
Trust Point Inc
Wisconsin
$430K +$62.5K +1,007 +17%
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