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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
CCM
301
Cota Capital Management
California
-$725K -16,442 Closed
HCA
302
Harbor Capital Advisors
Illinois
-$696K -15,783 Closed
Marshall Wace
303
Marshall Wace
United Kingdom
-$679K -15,403 Closed
Simplex Trading
304
Simplex Trading
Illinois
-$398K -11,037 Closed
SGI
305
Summit Global Investments
Utah
-$475K -10,780 Closed
PIM
306
Platinum Investment Management
Australia
-$445K -10,087 Closed
TC
307
TownSquare Capital
Utah
-$434K -9,850 Closed
CG
308
Cynosure Group
Utah
-$392K -8,886 Closed
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
-$381K -8,648 Closed
ProShare Advisors
310
ProShare Advisors
Maryland
-$370K -8,382 Closed
DFCM
311
Dark Forest Capital Management
Puerto Rico
-$336K -7,624 Closed
AG
312
Algert Global
California
-$328K -7,434 Closed
Principal Financial Group
313
Principal Financial Group
Iowa
-$281K -6,381 Closed
RIA
314
Regal Investment Advisors
Michigan
-$277K -6,292 Closed
LOAMU
315
Lombard Odier Asset Management (USA)
New York
-$271K -6,150 Closed
LPL Financial
316
LPL Financial
California
-$271K -6,135 Closed
EWM
317
Empirical Wealth Management
Washington
-$259K -5,884 Closed
VFA
318
Values First Advisors
Tennessee
-$259K -5,883 Closed
VCA
319
Verdence Capital Advisors
Maryland
-$248K -5,631 Closed
SIA
320
Schechter Investment Advisors
Michigan
-$244K -5,534 Closed
Pathstone Holdings
321
Pathstone Holdings
New Jersey
-$226K -5,119 Closed
MSRPS
322
Maryland State Retirement & Pension System
Maryland
-$224K -5,088 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$57.3K -1,300 Closed
HNB
324
Hilltop National Bank
Wyoming
-$27.8K -630 Closed
AGWCA
325
Annis Gardner Whiting Capital Advisors
Florida
-$18.9K -428 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.