FIVN icon

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 %
RFG
251
REAP Financial Group
Texas
$4.71K +$4.71K +116 New
AWM
252
Abound Wealth Management
Tennessee
$4.59K – – –
HI
253
Harbour Investments
Wisconsin
$4.31K +$4.31K +106 New
CA
254
Clearstead Advisors
Ohio
$4.23K +$1.5K +37 +55%
SIC
255
Salem Investment Counselors
North Carolina
$4.06K – – –
CTA
256
Colonial Trust Advisors
South Carolina
$4.06K +$4.06K +100 New
MSG
257
Main Street Group
Virginia
$3.94K – – –
PWMG
258
Private Wealth Management Group
New Jersey
$3.54K +$1.95K +48 +123%
PS
259
Principal Securities
Iowa
$3.33K +$2.4K +59 +257%
RCM
260
Raleigh Capital Management
North Carolina
$3.29K +$3.29K +81 New
PAS
261
Point72 Asia (Singapore)
Singapore
$2.15K +$2.15K +53 New
HNB
262
Huntington National Bank
Ohio
$1.99K -$7.81K -192 -80%
KIM
263
Kestra Investment Management
Texas
$1.79K +$1.79K +44 New
CFB
264
Cullen/Frost Bankers
Texas
$1.79K +$1.79K +44 New
S
265
Sachetta
Massachusetts
$1.75K +$976 +24 +126%
IA
266
IFP Advisors
Florida
$1.71K – – –
CTC
267
Central Trust Company
Missouri
$1.67K +$813 +20 +95%
MCM
268
MV Capital Management
Maryland
$1.55K +$691 +17 +81%
AAP
269
Arax Advisory Partners
Colorado
$1.3K +$1.3K +32 New
BTI
270
Blue Trust Inc
Georgia
$1.26K -$1.5K -37 -54%
GRP
271
Global Retirement Partners
California
$1.26K -$122 -3 -9%
AssetMark Inc
272
AssetMark Inc
California
$1.26K +$1.26K +31 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$1.14K -$447 -11 -28%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$1.13K – – –
EWA
275
EverSource Wealth Advisors
Alabama
$1.06K – – –
9 10
11
12 13