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269 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, 95 increasing their positions, 92 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $140M | Put options by funds: $37M

1.54% more ownership

Funds ownership: 106.96%108.51% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 92

9% less funds holding

Funds holding: 296269 (-27)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

33% less capital invested

Capital invested by funds: $3.48B → $2.33B (-$1.15B)

Holders
269
Holders Change
-27
Holders Change %
-9.12%
% of All Funds
3.86%
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
95
Reduced
92
Closed
76
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
251
Jamison Private Wealth Management
Georgia
$920
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$833
EWA
253
EverSource Wealth Advisors
Alabama
$747 -$253 -7 -21%
CTWM
254
Cherry Tree Wealth Management
Minnesota
$661
PS
255
Principal Securities
Iowa
$661
CTC
256
Central Trust Company
Missouri
$604
MCM
257
MV Capital Management
Maryland
$604 +$650 +18 +600%
BCM
258
Blume Capital Management
California
$575
S
259
Sachetta
Massachusetts
$546 -$938 -26 -58%
SPIA
260
Steward Partners Investment Advisory
New York
$517 +$650 +18 New
BIA
261
Bell Investment Advisors
California
$431 -$325 -9 -38%
CFO
262
CVA Family Office
Colorado
$431 +$144 +4 +36%
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$431 +$541 +15 New
HCP
264
Hexagon Capital Partners
Arkansas
$373 +$469 +13 New
CWC
265
Carolinas Wealth Consulting
North Carolina
$336 +$433 +12 New
MA
266
Montag & Associates
Georgia
$332 -$217 -6 -33%
NA
267
NewEdge Advisors
Louisiana
$316
VCM
268
Versant Capital Management
Arizona
$144
MCM
269
Manchester Capital Management
Vermont
$87
WA
270
Wasatch Advisors
Utah
-$166M -3,767,524 Closed
Viking Global Investors
271
Viking Global Investors
Connecticut
-$76.5M -1,734,414 Closed
SIMG
272
Stephens Investment Management Group
Texas
-$39.4M -893,766 Closed
EAM
273
Eventide Asset Management
Massachusetts
-$25.6M -579,618 Closed
American Century Companies
274
American Century Companies
Missouri
-$22.5M -510,727 Closed
Holocene Advisors
275
Holocene Advisors
New York
-$17.9M -405,312 Closed

FIVN Hedge Fund Activity: Q3 2024 in Review

269 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2024, worth a combined $2.33B — down 33% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of FIVN and 52 opened new positions — a net loss of 24 holders — while 92 trimmed existing stakes and 95 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $88.5M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $166M sold.

  • 269 institutional investors held FIVE9 (FIVN) as of Q3 2024, down from 296 in Q2 2024.
  • Funds reported $2.33B of FIVE9 stock for Q3 2024, down 33% quarter-over-quarter.
  • 52 funds opened new FIVE9 positions in Q3 2024 and 76 closed out, a net change of -24 holders.
  • The largest FIVE9 buyer in Q3 2024 was Fidelity International, an estimated $88.5M added.
  • The largest FIVE9 seller in Q3 2024 was Wasatch Advisors, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2024.