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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
IG
301
ING Group
Netherlands
-$7.83M -126,000 Closed
MAM
302
Melqart Asset Management
United Kingdom
-$7.74M -124,681 Closed
Renaissance Technologies
303
Renaissance Technologies
New York
-$7.54M -121,400 Closed
SAM
304
Silvercrest Asset Management
New York
-$7.22M -116,194 Closed
TP
305
Teca Partners
Texas
-$6.72M -108,240 Closed
CC
306
Carlson Capital
Texas
-$5.94M -95,577 Closed
VEPM
307
Vista Equity Partners Management
California
-$5.06M -81,524 Closed
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
-$4.89M -78,790 Closed
TCM
309
Tenor Capital Management
New York
-$4.4M -70,854 Closed
HCM
310
Highbridge Capital Management
New York
-$3.74M -60,200 Closed
CM
311
Crestline Management
Texas
-$3.6M -57,955 Closed
CGI
312
Calixto Global Investors
Florida
-$3.17M -51,114 Closed
PAMP
313
Polar Asset Management Partners
Ontario, Canada
-$2.61M -42,009 Closed
BPIM
314
Brant Point Investment Management
New York
-$2.02M -32,500 Closed
NTIC
315
Napean Trading & Investment Company
Singapore
-$1.88M -30,315 Closed
SFM
316
Sphera Funds Management
Israel
-$1.71M -27,500 Closed
NCL
317
Nishkama Capital LLC
Puerto Rico
-$1.55M -25,000 Closed
Two Sigma Investments
318
Two Sigma Investments
New York
-$1.5M -24,106 Closed
SCM
319
Silvant Capital Management
Georgia
-$1.39M -22,332 Closed
Parallax Volatility Advisers
320
Parallax Volatility Advisers
California
-$858K -13,815 Closed
Prudential Financial
321
Prudential Financial
New Jersey
-$774K -12,461 Closed
AIMCA
322
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$760K -12,232 Closed
Capstone Investment Advisors
323
Capstone Investment Advisors
New York
-$758K -12,208 Closed
ZB
324
Zions Bancorporation
Utah
-$734K -11,810 Closed
PCM
325
Prelude Capital Management
New York
-$700K -11,263 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.