FIVE9
FIVN
348 hedge funds and large institutions have $5.71B invested in FIVE9 in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 45 closing their positions.
141% more call options, than puts
Call options by funds: $174M | Put options by funds: $72.1M
53% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 45
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
21% more capital invested
Capital invested by funds: $4.73B → $5.71B (+$978M)
6% more funds holding
Funds holding: 328 → 348 (+20)
2.16% less ownership
Funds ownership: 101.93% → 99.77% (-2.2%)
12% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$63.5M |
| 2 |
Morgan Stanley
New York
|
+$55.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$45M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$41.2M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$69.4M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$61.3M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$36.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$29.1M |
FIVN Hedge Fund Activity: Q4 2023 in Review
348 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2023, worth a combined $5.71B — up 21% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new FIVN positions and 45 closed out — a net gain of 24 holders — while 113 added to existing stakes and 128 trimmed.
The largest buyer was Millennium Management, adding an estimated $63.5M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.
- 348 institutional investors held FIVE9 (FIVN) as of Q4 2023, up from 328 in Q3 2023.
- Funds reported $5.71B of FIVE9 stock for Q4 2023, up 21% quarter-over-quarter.
- 69 funds opened new FIVE9 positions in Q4 2023 and 45 closed out, a net change of +24 holders.
- The largest FIVE9 buyer in Q4 2023 was Millennium Management, an estimated $63.5M added.
- The largest FIVE9 seller in Q4 2023 was JP Morgan Chase, an estimated $69.4M sold.
Based on aggregated 13F filings for Q4 2023.