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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 %
MA
251
MCF Advisors
Kentucky
$4.81K -$353 -8 -7%
SIC
252
Salem Investment Counselors
North Carolina
$4.41K – – –
GWM
253
Geneos Wealth Management
Colorado
$4.41K – – –
MSG
254
Main Street Group
Virginia
$4.22K – – –
ADL
255
Asset Dedication LLC
California
$4.19K +$4.19K +95 New
SSG
256
Summit Securities Group
New York
$4K +$4K +89 New
GRP
257
Global Retirement Partners
California
$3.84K -$2.16K -49 -36%
CFGS
258
Concourse Financial Group Securities
Alabama
$2.91K – – –
VWM
259
Venturi Wealth Management
Texas
$2.87K – – –
SAM
260
Smartleaf Asset Management
Massachusetts
$2.76K +$2.03K +47 +276%
S
261
SignatureFD
Georgia
$2.29K -$2.43K -55 -51%
OPTFSNA
262
Old Point Trust & Financial Services N A
Virginia
$2.21K – – –
S
263
Sachetta
Massachusetts
$2.03K +$2.03K +45 New
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$1.99K – – –
QL
265
Quarry LP
New York
$1.72K -$4.54K -103 -73%
Twin Tree Management
266
Twin Tree Management
Texas
$1.68K +$1.68K +38 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$1.63K -$1.32K -30 -45%
EWA
268
EverSource Wealth Advisors
Alabama
$1.47K -$5.75K -129 -80%
JPWM
269
Jamison Private Wealth Management
Georgia
$1.41K – – –
IC
270
Innealta Capital
Texas
$1.32K +$1.32K +30 New
SWM
271
Spire Wealth Management
Virginia
$1.28K -$397 -9 -24%
MG
272
Mather Group
Illinois
$1.24K +$1.24K +20 New
FNWA
273
Financial Network Wealth Advisors
Utah
$1.24K +$1.24K +28 New
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$1.23K – – –
PWMG
275
Private Wealth Management Group
New Jersey
$1.1K +$353 +8 +47%
9 10
11
12 13