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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 %
MA
201
MYDA Advisors
New York
$579K -$707K -11,000 -55%
CAM
202
Cresset Asset Management
Illinois
$578K -$67.2K -1,045 -10%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$577K – – –
Principal Financial Group
204
Principal Financial Group
Iowa
$566K +$19.5K +304 +4%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$565K -$1.43M -22,276 -72%
TC
206
TownSquare Capital
Utah
$534K +$17.6K +273 +3%
HF
207
HRT Financial
New York
$529K +$529K +8,231 New
DTL
208
Dynamic Technology Lab
Singapore
$469K +$469K +7,296 New
Group One Trading
209
Group One Trading
Illinois
$462K -$917K -14,262 -67%
NSEDCP
210
NJ State Employees Deferred Compensation Plan
New Jersey
$450K – – –
GC
211
Guggenheim Capital
Illinois
$450K +$58.4K +909 +15%
FRM
212
Fox Run Management
Connecticut
$440K +$440K +6,840 New
VFA
213
Values First Advisors
Tennessee
$437K -$200K -3,113 -31%
MIIM
214
Mesirow Institutional Investment Management
Illinois
$423K +$423K +6,576 New
JWS
215
Juncture Wealth Strategies
Arizona
$409K +$409K +6,368 New
SIA
216
Schechter Investment Advisors
Michigan
$406K +$17.6K +273 +5%
Truist Financial
217
Truist Financial
North Carolina
$403K -$274K -4,257 -40%
Corient Private Wealth
218
Corient Private Wealth
Florida
$403K +$53.8K +837 +15%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$390K -$14.9K -231 -4%
EWM
220
Empirical Wealth Management
Washington
$378K – – –
TCA
221
Transcend Capital Advisors
New Jersey
$375K – – –
Verition Fund Management
222
Verition Fund Management
Connecticut
$365K +$94.5K +1,470 +35%
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$355K -$233K -3,622 -40%
CAM
224
Connacht Asset Management
New York
$346K -$73.9K -1,149 -18%
VCA
225
Verdence Capital Advisors
Maryland
$343K +$38K +591 +12%
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