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FIVE9
FIVN

Overview Fund Activity

266 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, 94 increasing their positions, 90 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.85%
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
94
Reduced
90
Closed
77
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$70.4M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$126M
3
AFM
Anson Funds Management
Texas
$42.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$195M
5
Vanguard Group
Vanguard Group
Pennsylvania
$259M

Top Sellers

1
WA
Wasatch Advisors
Utah
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.58M
4
SIMG
Stephens Investment Management Group
Texas
$0
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
PFS Partners
New Jersey
$5.75K – – –
GWM
227
Geneos Wealth Management
Colorado
$5.72K +$2.84K +99 +99%
BBHC
228
Brown Brothers Harriman & Co
New York
$5.06K – – –
EC
229
Elequin Capital
New York
$4.51K +$4.51K +157 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K +$4.02K +140 New
AWM
231
Abound Wealth Management
Tennessee
$3.25K -$1.9K -66 -37%
PC
232
Pier Capital
Connecticut
$3.02K -$2.74M -95,500 -100%
BTI
233
Blue Trust Inc
Georgia
$3K -$3.44K -78 -53%
SIC
234
Salem Investment Counselors
North Carolina
$2.87K – – –
MSG
235
Main Street Group
Virginia
$2.79K – – –
QCG
236
Quadrant Capital Group
Ohio
$1.95K +$1.64K +57 +518%
CA
237
Clearstead Advisors
Ohio
$1.93K -$3.99K -139 -67%
ATS
238
Ashton Thomas Securities
New York
$1.93K +$1.93K +67 New
VWM
239
Venturi Wealth Management
Texas
$1.87K – – –
CFGS
240
Concourse Financial Group Securities
Alabama
$1.7K -$201 -7 -11%
AF
241
Allworth Financial
California
$1.64K -$14.7K -512 -90%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$1.29K – – –
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$1.12K +$57 +2 +5%
PWMG
244
Private Wealth Management Group
New Jersey
$1.12K +$402 +14 +56%
Lazard Asset Management
245
Lazard Asset Management
New York
$1K -$45.6K -1,734 -98%
MIFH
246
Migdal Insurance & Financial Holdings
Israel
$1K -$6.61K -185 -87%
GRP
247
Global Retirement Partners
California
$977 -$1.52K -53 -61%
JPWM
248
Jamison Private Wealth Management
Georgia
$920 – – –
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$833 – – –
EWA
250
EverSource Wealth Advisors
Alabama
$747 -$201 -7 -21%
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