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327 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, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

32% more call options, than puts

Call options by funds: $127M | Put options by funds: $96M

2.68% more ownership

Funds ownership: 99.25%101.93% (+2.7%)

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 335327 (-8)

19% less capital invested

Capital invested by funds: $5.82B → $4.73B (-$1.08B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
5.19%
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
98
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M +$17M +227,183 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M -$31.6M -422,059 -9%
BlackRock
3
BlackRock
New York
$258M +$1.48M +19,783 +0.5%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$254M +$295M +3,945,059 New
Viking Global Investors
5
Viking Global Investors
Connecticut
$231M +$107M +1,424,158 +66%
WA
6
Wasatch Advisors
Utah
$226M -$29.9M -400,212 -10%
AllianceBernstein
7
AllianceBernstein
Tennessee
$168M +$8.14M +108,735 +4%
SCH
8
Sylebra Capital (HK)
Hong Kong
$129M -$40.6M -542,320 -21%
SC
9
Sylebra Capital
California
$129M +$151M +2,013,488 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$127M -$14.4M -192,586 -9%
Citadel Advisors
11
Citadel Advisors
Florida
$125M +$11.6M +155,242 +9%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$125M -$609K -8,136 -0.4%
JP Morgan Chase
13
JP Morgan Chase
New York
$116M -$22.4M -299,845 -14%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$111M +$37.5M +500,798 +41%
State Street
15
State Street
Massachusetts
$73.5M +$2.26M +30,222 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$70.8M +$2.38M +31,766 +3%
UBS AM
17
UBS AM
Illinois
$69.5M +$20.5M +273,606 +34%
EAM
18
Eagle Asset Management
Florida
$66.1M +$2.53M +33,854 +3%
N
19
Nuveen
North Carolina
$54.3M +$10.8M +144,936 +21%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$52.7M +$6.12M +81,744 +11%
RP
21
Riverbridge Partners
Minnesota
$51.4M -$1.71M -22,831 -3%
Axa
22
Axa
France
$48.9M +$9.62M +128,576 +20%
Norges Bank
23
Norges Bank
Norway
$48.4M +$835K +11,158 +2%
EAM
24
Eventide Asset Management
Massachusetts
$44.6M +$48.3K +645 +0.1%
SIMG
25
Stephens Investment Management Group
Texas
$42.9M +$387K +5,168 +0.8%