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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 %
CI
201
Clal Insurance
Israel
$418K -$1.86M -30,000 -82%
SIA
202
Schechter Investment Advisors
Michigan
$409K +$29.3K +471 +8%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$407K +$146K +2,354 +56%
RIA
204
Regal Investment Advisors
Michigan
$398K +$24.5K +394 +7%
SGI
205
Summit Global Investments
Utah
$397K +$397K +6,397 New
TCM
206
Teza Capital Management
Illinois
$395K +$395K +6,365 New
VFA
207
Values First Advisors
Tennessee
$374K -$126K -2,032 -25%
XT
208
XTX Topco
Cayman Islands
$366K +$207K +3,338 +131%
EWM
209
Empirical Wealth Management
Washington
$365K – – –
VCA
210
Verdence Capital Advisors
Maryland
$346K +$8.2K +132 +2%
CCM
211
Cinctive Capital Management
New York
$344K +$344K +5,531 New
PCM
212
Palisade Capital Management
New Jersey
$342K +$342K +5,500 New
FRM
213
Fox Run Management
Connecticut
$337K -$366K -5,895 -52%
CG
214
Cynosure Group
Utah
$329K +$329K +5,296 New
CM
215
Caption Management
Oklahoma
$311K +$311K +5,000 New
BHCM
216
Brevan Howard Capital Management
Jersey
$305K -$37.3K -601 -11%
BAM
217
Blueshift Asset Management
New Jersey
$301K +$301K +4,839 New
AB
218
Amalgamated Bank
New York
$296K -$720K -11,610 -71%
MSRPS
219
Maryland State Retirement & Pension System
Maryland
$287K – – –
MIM
220
MetLife Investment Management
New Jersey
$273K +$5.16K +83 +2%
DIM
221
DC Investments Management
Virginia
$271K – – –
EP
222
Edgestream Partners
New Jersey
$264K +$264K +4,249 New
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$252K -$183K -2,945 -42%
QC
224
Quent Capital
New York
$250K – – –
URS
225
Utah Retirement Systems
Utah
$248K -$516K -8,300 -67%
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