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FIVE9
FIVN

Overview Fund Activity

294 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, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-14
Holders Change %
-4.55%
% of All Funds
4.28%
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
97
Closed
62
Calls
$181M
Puts
$20.7M
Net Calls
+$161M
Net Calls Change
-$57.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$481M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$94.2M
3
SC
3
Sylebra Capital
California
$133M
4
Deutsche Bank
4
Deutsche Bank
Germany
$50M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$76.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.4M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Squarepoint
4
Squarepoint
New York
$9.81M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$1.06K -$397 -9 -27%
CTWM
277
Cherry Tree Wealth Management
Minnesota
$1.02K – – –
PS
278
Principal Securities
Iowa
$1.01K +$1.01K +23 New
CTC
279
Central Trust Company
Missouri
$927 – – –
BCM
280
Blume Capital Management
California
$882 – – –
AF
281
Advisornet Financial
Minnesota
$882 +$882 +20 New
MA
282
Montag & Associates
Georgia
$814 – – –
JSAM
283
J. Safra Asset Management
New York
$794 +$794 +18 New
TWP
284
Triad Wealth Partners
Kansas
$750 +$750 +17 New
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$617 -$8.74M -198,208 -100%
QCG
286
Quadrant Capital Group
Ohio
$486 +$309 +7 +175%
NA
287
NewEdge Advisors
Louisiana
$485 -$445K -10,097 -100%
CFO
288
CVA Family Office
Colorado
$485 +$485 +11 New
IFAM
289
Institutional & Family Asset Management
Colorado
$397 – – –
VCM
290
Versant Capital Management
Arizona
$221 -$1.11K -25 -83%
MCM
291
Manchester Capital Management
Vermont
$133 – – –
MCM
292
MV Capital Management
Maryland
$133 +$44 +1 +50%
HRCM
293
Hood River Capital Management
Florida
– -$36.6M -589,196 Closed
FSCM
294
First Sabrepoint Capital Management
Texas
– -$12.4M -200,000 Closed
PCM
295
Penn Capital Management
Pennsylvania
– -$11.3M -181,239 Closed
CFM
296
Coronation Fund Managers
South Africa
– -$11.2M -179,638 Closed
AI
297
Aperture Investors
New York
– -$9.87M -158,979 Closed
Jacobs Levy Equity Management
298
Jacobs Levy Equity Management
New Jersey
– -$8.66M -139,421 Closed
IG
299
ING Group
Netherlands
– -$7.83M -126,000 Closed
MAM
300
Melqart Asset Management
United Kingdom
– -$7.74M -124,681 Closed
10 11
12
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