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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
Nomura Holdings
276
Nomura Holdings
Japan
-$10.3M -285,600 Closed
RCMC
277
RK Capital Management (Colorado)
Colorado
-$8.78M -199,100 Closed
UOC
278
UBS O'Connor
Illinois
-$7.72M -175,000 Closed
CCA
279
Conestoga Capital Advisors
Pennsylvania
-$7.33M -166,238 Closed
SI
280
SQN Investors
California
-$5.01M -113,533 Closed
KCM
281
Kornitzer Capital Management
Kansas
-$4.97M -112,615 Closed
NCGI
282
Next Century Growth Investors
Minnesota
-$4.87M -110,432 Closed
RJA
283
Raymond James & Associates
Florida
-$4.24M -96,034 Closed
KCM
284
Kennedy Capital Management
Missouri
-$3.72M -84,283 Closed
MOACM
285
Mutual of America Capital Management
New York
-$3.11M -70,525 Closed
CRC
286
Curi RMB Capital
Illinois
-$3.07M -69,520 Closed
GIPM
287
G2 Investment Partners Management
New York
-$2.31M -52,300 Closed
FWC
288
First Washington Corp
Washington
-$2.29M -51,944 Closed
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
-$1.78M -40,374 Closed
Hudson Bay Capital Management
290
Hudson Bay Capital Management
Connecticut
-$1.54M -35,000 Closed
BCM
291
Bayesian Capital Management
New York
-$1.35M -30,700 Closed
KOCAA
292
Knights of Columbus Asset Advisors
Connecticut
-$1.25M -28,409 Closed
PD
293
Point72 (DIFC)
United Arab Emirates
-$1.23M -27,857 Closed
RA
294
RiverPark Advisors
New York
-$1.08M -24,389 Closed
Tudor Investment Corp
295
Tudor Investment Corp
Connecticut
-$844K -23,385 Closed
AC
296
AXQ Capital
New Jersey
-$971K -22,008 Closed
RCM
297
Riverpark Capital Management
New York
-$932K -21,139 Closed
M&T Bank
298
M&T Bank
New York
-$803K -18,200 Closed
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
-$767K -17,382 Closed
MAG
300
Millrace Asset Group
Pennsylvania
-$730K -16,562 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.