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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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.23K
PWMG
277
Private Wealth Management Group
New Jersey
$1.1K +$416 +8 +47%
BIA
278
Bell Investment Advisors
California
$1.06K -$468 -9 -27%
CTWM
279
Cherry Tree Wealth Management
Minnesota
$1.01K
PS
280
Principal Securities
Iowa
$1.01K +$1.2K +23 New
CTC
281
Central Trust Company
Missouri
$927
BCM
282
Blume Capital Management
California
$882
AF
283
Advisornet Financial
Minnesota
$882 +$1.04K +20 New
MA
284
Montag & Associates
Georgia
$814
JSAM
285
J. Safra Asset Management
New York
$794 +$935 +18 New
TWP
286
Triad Wealth Partners
Kansas
$750 +$883 +17 New
Allspring Global Investments
287
Allspring Global Investments
North Carolina
$617 -$10.3M -198,208 -100%
QCG
288
Quadrant Capital Group
Ohio
$486 +$364 +7 +175%
NA
289
NewEdge Advisors
Louisiana
$485 -$525K -10,097 -100%
CFO
290
CVA Family Office
Colorado
$485 +$572 +11 New
IFAM
291
Institutional & Family Asset Management
Colorado
$397
VCM
292
Versant Capital Management
Arizona
$221 -$1.3K -25 -83%
MCM
293
Manchester Capital Management
Vermont
$133
MCM
294
MV Capital Management
Maryland
$133 +$52 +1 +50%
HRCM
295
Hood River Capital Management
Florida
-$36.6M -589,196 Closed
FSCM
296
First Sabrepoint Capital Management
Texas
-$12.4M -200,000 Closed
PCM
297
Penn Capital Management
Pennsylvania
-$11.3M -181,239 Closed
CFM
298
Coronation Fund Managers
South Africa
-$11.2M -179,638 Closed
AI
299
Aperture Investors
New York
-$9.87M -158,979 Closed
Jacobs Levy Equity Management
300
Jacobs Levy Equity Management
New Jersey
-$8.66M -139,421 Closed

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.