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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 %
PS
251
Principal Securities
Iowa
$661 – – –
CTWM
252
Cherry Tree Wealth Management
Minnesota
$661 – – –
CTC
253
Central Trust Company
Missouri
$604 – – –
MCM
254
MV Capital Management
Maryland
$604 +$518 +18 +600%
BCM
255
Blume Capital Management
California
$575 – – –
S
256
Sachetta
Massachusetts
$546 -$747 -26 -58%
SPIA
257
Steward Partners Investment Advisory
New York
$517 +$517 +18 New
BIA
258
Bell Investment Advisors
California
$431 -$259 -9 -38%
CFO
259
CVA Family Office
Colorado
$431 +$115 +4 +36%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$431 +$431 +15 New
HCP
261
Hexagon Capital Partners
Arkansas
$373 +$373 +13 New
CWC
262
Carolinas Wealth Consulting
North Carolina
$336 +$336 +12 New
MA
263
Montag & Associates
Georgia
$332 -$166 -6 -33%
NA
264
NewEdge Advisors
Louisiana
$316 – – –
VCM
265
Versant Capital Management
Arizona
$144 – – –
MCM
266
Manchester Capital Management
Vermont
$87 – – –
WA
267
Wasatch Advisors
Utah
– -$166M -3,767,524 Closed
Viking Global Investors
268
Viking Global Investors
Connecticut
– -$76.5M -1,734,414 Closed
Norges Bank
269
Norges Bank
Norway
– -$41M -929,460 Closed
SIMG
270
Stephens Investment Management Group
Texas
– -$39.4M -893,766 Closed
EAM
271
Eventide Asset Management
Massachusetts
– -$25.6M -579,618 Closed
American Century Companies
272
American Century Companies
Missouri
– -$22.5M -510,727 Closed
Holocene Advisors
273
Holocene Advisors
New York
– -$17.9M -405,312 Closed
Nomura Holdings
274
Nomura Holdings
Japan
– -$12.6M -285,600 Closed
RCMC
275
RK Capital Management (Colorado)
Colorado
– -$8.78M -199,100 Closed
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