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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 %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$655K -$1.36M -16,411 -67%
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$648K -$1.31K -16 -0.2%
AIM
203
Aigen Investment Management
New York
$639K +$639K +7,756 New
AWM
204
AE Wealth Management
Kansas
$598K +$598K +7,257 New
GS
205
GTS Securities
New York
$586K +$586K +7,102 New
VRS
206
Virginia Retirement Systems
Virginia
$585K +$33K +400 +6%
NSEDCP
207
NJ State Employees Deferred Compensation Plan
New Jersey
$577K – – –
M1FG
208
Mach-1 Financial Group
Arkansas
$560K +$560K +6,786 New
CAM
209
Connacht Asset Management
New York
$538K +$6.68K +81 +1%
CCIA
210
Campbell & Co Investment Adviser
Maryland
$529K -$516K -6,263 -49%
Creative Planning
211
Creative Planning
Kansas
$523K -$44.9K -544 -8%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$520K -$9.81K -119 -2%
GC
213
Guggenheim Capital
Illinois
$502K +$19.3K +234 +4%
SIA
214
Schechter Investment Advisors
Michigan
$498K – – –
SPM
215
Symmetry Peak Management
Pennsylvania
$496K +$496K +6,016 New
EWM
216
Empirical Wealth Management
Washington
$485K – – –
TCA
217
Transcend Capital Advisors
New Jersey
$481K -$330 -4 -0.1%
Corient Private Wealth
218
Corient Private Wealth
Florida
$448K +$448K +5,432 New
Franklin Resources
219
Franklin Resources
California
$447K +$447K +5,417 New
CGH
220
Crossmark Global Holdings
Texas
$432K -$1.09K -13 -0.3%
MSRPS
221
Maryland State Retirement & Pension System
Maryland
$420K – – –
Mariner
222
Mariner
Kansas
$419K -$89.3K -1,083 -18%
EP
223
Edgestream Partners
New Jersey
$398K -$876K -10,626 -69%
VCA
224
Verdence Capital Advisors
Maryland
$391K +$36.3K +440 +10%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$389K +$25.5K +309 +7%
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