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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.

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
1
Pictet Asset Management (Switzerland)
Switzerland
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$134M
3
DCM
3
Dorsal Capital Management
California
$68.7M
4
UBS AM
4
UBS AM
Illinois
$58.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$321M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$6.16M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
Morgan Stanley
3
Morgan Stanley
New York
$61.3M
4
CAM
4
Contour Asset Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$6.21M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$488M 6,753,492 +56,754 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M 6,752,620 +33,832 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$321M 4,440,890 +623,541 +16%
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$279M 3,855,573 +1,509,878 +64%
WA
5
Wasatch Advisors
Utah
$259M 3,588,897 +31,098 +0.9%
SCH
6
Sylebra Capital (HK)
Hong Kong
$186M 2,576,950 +81,652 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$175M 2,426,710 -1,263,914 -34%
AllianceBernstein
8
AllianceBernstein
Tennessee
$159M 2,195,441 +44,892 +2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$143M 1,975,108 +127,047 +7%
Citadel Advisors
10
Citadel Advisors
Florida
$134M 1,853,416 +750,937 +68%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$122M 1,681,560 -415,113 -20%
State Street
12
State Street
Massachusetts
$80.1M 1,108,390 +60,610 +6%
SEP
13
Soma Equity Partners
California
$79.5M 1,100,000 – –
EAM
14
Eventide Asset Management
Massachusetts
$77M 1,065,450 +22,599 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$73.8M 1,020,633 +35,539 +4%
EAM
16
Eagle Asset Management
Florida
$70M 968,768 -15,618 -2%
DCM
17
Dorsal Capital Management
California
$68.7M 950,000 +700,000 +280%
Ameriprise
18
Ameriprise
Minnesota
$67.4M 932,793 -641,106 -41%
Morgan Stanley
19
Morgan Stanley
New York
$61.3M 848,624 -1,259,353 -60%
UBS AM
20
UBS AM
Illinois
$58.4M 807,466 +640,678 +384%
Norges Bank
21
Norges Bank
Norway
$58.2M 805,266 -10,581 -1%
RP
22
Riverbridge Partners
Minnesota
$56.1M 775,364 +166,534 +27%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$53.9M 745,597 +100,374 +16%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$53.5M 739,461 -423,244 -36%
HRCM
25
Hood River Capital Management
Florida
$53.1M 733,966 +69,223 +10%
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