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FIVE9
FIVN

Overview Fund Activity

294 hedge funds and large institutions have $3.48B invested in FIVE9 in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-14
Holders Change %
-4.55%
% of All Funds
4.28%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
55
Increased
110
Reduced
97
Closed
62
Calls
$181M
Puts
$20.7M
Net Calls
+$161M
Net Calls Change
-$57.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$481M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$94.2M
3
SC
3
Sylebra Capital
California
$133M
4
Deutsche Bank
4
Deutsche Bank
Germany
$50M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$76.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.4M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Squarepoint
4
Squarepoint
New York
$9.81M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$37K +$4.78K +107 +15%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$31.8K – – –
AAM
228
Advisors Asset Management
Colorado
$28.9K -$4.5K -102 -13%
HNB
229
Hilltop National Bank
Wyoming
$27.8K – – –
AF
230
Allworth Financial
California
$25.3K +$25.3K +569 New
WT
231
Whittier Trust
California
$23.1K – – –
AGWCA
232
Annis Gardner Whiting Capital Advisors
Florida
$18.9K +$1.76K +40 +10%
AIM
233
Arcadia Investment Management
Michigan
$18.4K -$1.5K -34 -8%
FHA
234
First Horizon Advisors
Tennessee
$14K -$441 -10 -3%
HNB
235
Huntington National Bank
Ohio
$13.5K +$4.01K +91 +42%
PPC
236
Park Place Capital
Alabama
$13.2K -$7.01K -159 -35%
C
237
Covestor
United Kingdom
$13K +$257 +6 +2%
BAM
238
Byrne Asset Management
New Jersey
$13K +$1.73K +40 +15%
IAIM
239
International Assets Investment Management
Florida
$12K +$12K +272 New
RTC
240
Riverview Trust Company
Washington
$11.3K – – –
CA
241
Clearstead Advisors
Ohio
$9.09K +$9.09K +206 New
BTI
242
Blue Trust Inc
Georgia
$9.07K +$9.07K +146 New
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$9K -$3.89K -92 -30%
PP
244
PFS Partners
New Jersey
$8.82K – – –
GI
245
GAMMA Investing
California
$8.69K +$7.85K +178 +937%
N
246
Natixis
France
$7.94K -$1.08M -24,500 -99%
AWM
247
Abound Wealth Management
Tennessee
$7.89K – – –
BBHC
248
Brown Brothers Harriman & Co
New York
$7.76K – – –
LC
249
Lindbrook Capital
California
$6.79K +$882 +20 +15%
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$6K -$451 -10 -7%
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