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FIVE9
FIVN

Overview Fund Activity

293 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
77
Increased
96
Reduced
92
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$97.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$51.1M
3
UBS Group
3
UBS Group
Switzerland
$67.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$72.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$129M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.29M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$22.9K +$20.7K +520 +912%
CAS
227
Coppell Advisory Solutions
Texas
$22.8K +$22.8K +561 New
HCA
228
Heck Capital Advisors
Wisconsin
$21.9K +$21.9K +539 New
WT
229
Whittier Trust
California
$21.3K – – –
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$20.2K +$18.3K +446 +991%
CIAM
231
Caitong International Asset Management
Hong Kong
$18.2K +$18.2K +449 New
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$17.6K +$17.6K +432 New
GI
233
GAMMA Investing
California
$15K +$6.02K +148 +67%
CFGS
234
Concourse Financial Group Securities
Alabama
$15K +$12.6K +318 +539%
SAM
235
Smartleaf Asset Management
Massachusetts
$14.9K +$6.23K +153 +72%
QCG
236
Quadrant Capital Group
Ohio
$13.9K +$11.2K +275 +404%
PC
237
Pier Capital
Connecticut
$8.62K +$4.35K +107 +102%
PP
238
PFS Partners
New Jersey
$8.13K – – –
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13K +$2.44K +60 +43%
GWM
240
Geneos Wealth Management
Colorado
$7.6K -$488 -12 -6%
BBHC
241
Brown Brothers Harriman & Co
New York
$7.15K – – –
EC
242
Elequin Capital
New York
$6.71K +$325 +8 +5%
HCP
243
Hexagon Capital Partners
Arkansas
$6.67K +$6.14K +151 +1,162%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$6.5K -$53.2K -1,309 -89%
CA
245
CoreCap Advisors
Michigan
$5.77K +$5.77K +142 New
AAM
246
Advisors Asset Management
Colorado
$5.61K -$10.9K -267 -66%
AF
247
Atala Financial
California
$5.08K +$5.08K +125 New
PTC
248
Private Trust Company
Ohio
$5K +$5K +123 New
FHA
249
First Horizon Advisors
Tennessee
$4.71K -$6.46K -159 -58%
BOJHT
250
Bank of Jackson Hole Trust
Wyoming
$4.71K +$4.71K +116 New
8 9
10
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