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269 hedge funds and large institutions have $2.33B invested in FIVE9 in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 92 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $140M | Put options by funds: $37M

1.54% more ownership

Funds ownership: 106.96%108.51% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 92

9% less funds holding

Funds holding: 296269 (-27)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

33% less capital invested

Capital invested by funds: $3.48B → $2.33B (-$1.15B)

Holders
269
Holders Change
-27
Holders Change %
-9.12%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
52
Increased
95
Reduced
92
Closed
76
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PEAK6 Investments
Illinois
$6.61K -$137K -3,796 -94%
GI
227
GAMMA Investing
California
$6.35K +$866 +24 +12%
SAM
228
Smartleaf Asset Management
Massachusetts
$6.12K +$5.38K +149 +233%
PP
229
PFS Partners
New Jersey
$5.75K
GWM
230
Geneos Wealth Management
Colorado
$5.72K +$3.57K +99 +99%
BBHC
231
Brown Brothers Harriman & Co
New York
$5.06K
EC
232
Elequin Capital
New York
$4.51K +$5.67K +157 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K +$5.05K +140 New
AWM
234
Abound Wealth Management
Tennessee
$3.25K -$2.38K -66 -37%
PC
235
Pier Capital
Connecticut
$3.02K -$3.45M -95,500 -100%
BTI
236
Blue Trust Inc
Georgia
$3K -$2.81K -78 -53%
SIC
237
Salem Investment Counselors
North Carolina
$2.87K
MSG
238
Main Street Group
Virginia
$2.79K
QCG
239
Quadrant Capital Group
Ohio
$1.95K +$2.06K +57 +518%
CA
240
Clearstead Advisors
Ohio
$1.93K -$5.02K -139 -67%
ATS
241
Ashton Thomas Securities
New York
$1.93K +$2.42K +67 New
VWM
242
Venturi Wealth Management
Texas
$1.87K
CFGS
243
Concourse Financial Group Securities
Alabama
$1.7K -$253 -7 -11%
AF
244
Allworth Financial
California
$1.64K -$18.5K -512 -90%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$1.29K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1.12K +$72 +2 +5%
PWMG
247
Private Wealth Management Group
New Jersey
$1.12K +$505 +14 +56%
Lazard Asset Management
248
Lazard Asset Management
New York
$1K -$62.6K -1,734 -98%
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$1K -$6.68K -185 -87%
GRP
250
Global Retirement Partners
California
$977 -$1.91K -53 -61%

FIVN Hedge Fund Activity: Q3 2024 in Review

269 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2024, worth a combined $2.33B — down 33% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of FIVN and 52 opened new positions — a net loss of 24 holders — while 92 trimmed existing stakes and 95 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $88.5M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $166M sold.

  • 269 institutional investors held FIVE9 (FIVN) as of Q3 2024, down from 296 in Q2 2024.
  • Funds reported $2.33B of FIVE9 stock for Q3 2024, down 33% quarter-over-quarter.
  • 52 funds opened new FIVE9 positions in Q3 2024 and 76 closed out, a net change of -24 holders.
  • The largest FIVE9 buyer in Q3 2024 was Fidelity International, an estimated $88.5M added.
  • The largest FIVE9 seller in Q3 2024 was Wasatch Advisors, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2024.