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296 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, 99 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $181M | Put options by funds: $20.7M

11% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 99

4.09% more ownership

Funds ownership: 102.88%106.96% (+4.1%)

5% less funds holding

Funds holding: 310296 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

26% less capital invested

Capital invested by funds: $4.69B → $3.48B (-$1.2B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
296
Holders Change
-14
Holders Change %
-4.52%
% of All Funds
4.27%
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
99
Closed
62
Calls
$181M
Puts
$20.7M
Net Calls
+$161M
Net Calls Change
-$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$6.79K +$1.04K +20 +15%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$6K -$520 -10 -7%
MA
253
MCF Advisors
Kentucky
$4.81K -$416 -8 -7%
GWM
254
Geneos Wealth Management
Colorado
$4.41K
SIC
255
Salem Investment Counselors
North Carolina
$4.41K
MSG
256
Main Street Group
Virginia
$4.22K
ADL
257
Asset Dedication LLC
California
$4.19K +$4.94K +95 New
SSG
258
Summit Securities Group
New York
$4K +$4.62K +89 New
GRP
259
Global Retirement Partners
California
$3.84K -$2.55K -49 -36%
CFGS
260
Concourse Financial Group Securities
Alabama
$2.91K
VWM
261
Venturi Wealth Management
Texas
$2.87K
SAM
262
Smartleaf Asset Management
Massachusetts
$2.76K +$2.44K +47 +276%
S
263
SignatureFD
Georgia
$2.29K -$2.86K -55 -51%
OPTFSNA
264
Old Point Trust & Financial Services N A
Virginia
$2.21K
S
265
Sachetta
Massachusetts
$2.03K +$2.34K +45 New
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$1.99K
QL
267
Quarry LP
New York
$1.72K -$5.35K -103 -73%
Twin Tree Management
268
Twin Tree Management
Texas
$1.68K +$1.97K +38 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$1.63K -$1.56K -30 -45%
EWA
270
EverSource Wealth Advisors
Alabama
$1.47K -$6.7K -129 -80%
JPWM
271
Jamison Private Wealth Management
Georgia
$1.41K
IC
272
Innealta Capital
Texas
$1.32K +$1.56K +30 New
SWM
273
Spire Wealth Management
Virginia
$1.28K -$468 -9 -24%
MG
274
Mather Group
Illinois
$1.24K +$1.04K +20 New
FNWA
275
Financial Network Wealth Advisors
Utah
$1.24K +$1.46K +28 New

FIVN Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2024, worth a combined $3.48B — down 26% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of FIVN and 55 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $201M. The largest seller was Viking Global Investors, cutting an estimated $89.3M.

  • 296 institutional investors held FIVE9 (FIVN) as of Q2 2024, down from 310 in Q1 2024.
  • Funds reported $3.48B of FIVE9 stock for Q2 2024, down 26% quarter-over-quarter.
  • 55 funds opened new FIVE9 positions in Q2 2024 and 62 closed out, a net change of -7 holders.
  • The largest FIVE9 buyer in Q2 2024 was Fidelity Investments, an estimated $201M added.
  • The largest FIVE9 seller in Q2 2024 was Viking Global Investors, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.