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FIVE9
FIVN

Overview Fund Activity

347 hedge funds and large institutions have $5.8B invested in FIVE9 in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+21
Holders Change %
+6.44%
% of All Funds
5.09%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
70
Increased
113
Reduced
129
Closed
45
Calls
$174M
Puts
$72.1M
Net Calls
+$102M
Net Calls Change
+$71M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
Millennium Management
2
Millennium Management
New York
$75.9M
3
Ameriprise
3
Ameriprise
Minnesota
$59.8M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$357M
5
HRCM
5
Hood River Capital Management
Florida
$46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$214M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$111M
4
Citadel Advisors
4
Citadel Advisors
Florida
$115M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$829K +$528K +6,702 +175%
LBWM
202
Left Brain Wealth Management
Illinois
$777K -$31.6K -402 -4%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$759K +$44.9K +571 +6%
JFG
204
Jefferies Financial Group
New York
$758K -$8.12M -103,187 -91%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$758K -$3.3K -42 -0.4%
CC
206
Centiva Capital
New York
$755K -$1.08M -13,775 -59%
X
207
Xponance
Pennsylvania
$726K -$45.3K -576 -6%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$707K – – –
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$699K -$2.94M -37,386 -81%
TC
210
TownSquare Capital
Utah
$696K +$42.2K +536 +6%
CAM
211
Cresset Asset Management
Illinois
$685K -$22.2K -282 -3%
SC
212
Syon Capital
California
$645K +$645K +8,200 New
CP
213
CenterBook Partners
Connecticut
$639K +$639K +8,117 New
VFA
214
Values First Advisors
Tennessee
$634K +$99.1K +1,259 +19%
OTL
215
Oak Thistle LLC
New York
$631K -$352K -4,470 -36%
Mariner
216
Mariner
Kansas
$628K +$217K +2,754 +53%
Principal Financial Group
217
Principal Financial Group
Iowa
$595K -$97.1K -1,234 -14%
PMEF
218
Point72 Middle East FZE
United Arab Emirates
$590K +$590K +7,495 New
SF
219
Synovus Financial
Georgia
$579K +$579K +7,353 New
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$551K +$116K +1,474 +27%
NSEDCP
221
NJ State Employees Deferred Compensation Plan
New Jersey
$551K – – –
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$541K -$1.73M -21,459 -76%
Corient Private Wealth
223
Corient Private Wealth
Florida
$535K +$41.5K +527 +8%
DTL
224
Dynamic Technology Lab
Singapore
$528K -$45.8K -582 -8%
VAM
225
Valliance Asset Management
Hong Kong
$488K +$488K +6,200 New
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