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FIVE9
FIVN

Overview Fund Activity

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

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$109M
2
Citadel Advisors
Citadel Advisors
Florida
+$54.3M
3
DCM
Dorsal Capital Management
California
+$50.6M
4
UBS AM
UBS AM
Illinois
+$46.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.1M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$109M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.4M
3
Morgan Stanley
Morgan Stanley
New York
-$91M
4
CAM
Contour Asset Management
New York
-$85.2M
5
Goldman Sachs
Goldman Sachs
New York
-$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
201
Greenland Capital Management
New York
$639K +$639K +8,838 New
QC
202
Quent Capital
New York
$620K +$960 +14 +0.2%
PCM
203
Prelude Capital Management
New York
$600K +$600K +8,297 New
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$563K +$236K +3,329 +72%
Principal Financial Group
205
Principal Financial Group
Iowa
$533K -$104K -1,445 -16%
LCM
206
Legato Capital Management
California
$522K +$522K +7,224 New
FC
207
FORA Capital
Florida
$519K +$519K +7,185 New
NSEDCP
208
NJ State Employees Deferred Compensation Plan
New Jersey
$506K – – –
Creative Planning
209
Creative Planning
Kansas
$498K -$39K -539 -7%
MC
210
Maverick Capital
Texas
$491K +$491K +6,795 New
VRS
211
Virginia Retirement Systems
Virginia
$484K -$210K -2,900 -30%
CAM
212
Connacht Asset Management
New York
$466K +$52K +719 +13%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$464K +$20.7K +286 +5%
XT
214
XTX Topco
Cayman Islands
$445K +$445K +6,153 New
Mariner
215
Mariner
Kansas
$444K -$139K -1,935 -24%
BFM
216
Boothbay Fund Management
New York
$442K +$442K +6,109 New
SIA
217
Schechter Investment Advisors
Michigan
$437K +$89.5K +1,238 +26%
AI
218
Acuitas Investments
Washington
$427K +$427K +5,900 New
EWM
219
Empirical Wealth Management
Washington
$425K – – –
GC
220
Guggenheim Capital
Illinois
$423K +$156K +2,156 +58%
TCA
221
Transcend Capital Advisors
New Jersey
$422K – – –
TSS
222
Two Sigma Securities
New York
$401K +$154K +2,125 +62%
CB
223
Commerce Bank
Missouri
$391K +$21.7K +300 +6%
SSA
224
Schonfeld Strategic Advisors
New York
$384K +$384K +5,310 New
Parallax Volatility Advisers
225
Parallax Volatility Advisers
California
$381K +$381K +5,277 New
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