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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 %
CA
276
Continuum Advisory
Idaho
$1.02K +$1.02K +25 New
CWC
277
Carolinas Wealth Consulting
North Carolina
$996 +$518 +13 +108%
CTWM
278
Cherry Tree Wealth Management
Minnesota
$935 – – –
Jones Financial Companies
279
Jones Financial Companies
Missouri
$813 +$813 +20 New
MA
280
Montag & Associates
Georgia
$798 +$319 +8 +67%
AWM
281
Avior Wealth Management
Nebraska
$772 +$772 +19 New
BIA
282
Bell Investment Advisors
California
$610 – – –
BF
283
BOK Financial
Oklahoma
$489 -$802K -21,326 -100%
SS
284
SBI Securities
Japan
$488 +$488 +12 New
NA
285
NewEdge Advisors
Louisiana
$447 – – –
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$406 -$203 -5 -33%
BWL
287
Bogart Wealth LLC
Virginia
$366 +$366 +9 New
BTD
288
BankPlus Trust Department
Mississippi
$244 +$244 +6 New
VCM
289
Versant Capital Management
Arizona
$203 – – –
QC
290
Quent Capital
New York
$122 -$163K -4,020 -100%
MCM
291
Manchester Capital Management
Vermont
$122 – – –
GBT
292
Grove Bank & Trust
Florida
$41 +$41 +1 New
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$41 +$41 +1 New
Fidelity International
294
Fidelity International
Bermuda
– -$70.4M -2,451,626 Closed
RP
295
Riverbridge Partners
Minnesota
– -$18.9M -658,761 Closed
PCR
296
Potrero Capital Research
California
– -$15.6M -543,346 Closed
F1I
297
Fund 1 Investments
Puerto Rico
– -$5.27M -183,459 Closed
QT
298
Quantbot Technologies
New York
– -$5.24M -182,502 Closed
KC
299
Kepos Capital
New York
– -$2.3M -80,000 Closed
CCIA
300
Campbell & Co Investment Adviser
Maryland
– -$1.86M -64,717 Closed
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12
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