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FIVE9
FIVN

Overview Fund Activity

266 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, 94 increasing their positions, 90 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.85%
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
94
Reduced
90
Closed
77
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$70.4M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$126M
3
AFM
Anson Funds Management
Texas
$42.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$195M
5
Vanguard Group
Vanguard Group
Pennsylvania
$259M

Top Sellers

1
WA
Wasatch Advisors
Utah
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.58M
4
SIMG
Stephens Investment Management Group
Texas
$0
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
301
Marshall Wace
United Kingdom
– -$679K -15,403 Closed
Simplex Trading
302
Simplex Trading
Illinois
– -$486K -11,037 Closed
SGI
303
Summit Global Investments
Utah
– -$475K -10,780 Closed
PIM
304
Platinum Investment Management
Australia
– -$445K -10,087 Closed
TC
305
TownSquare Capital
Utah
– -$434K -9,850 Closed
CG
306
Cynosure Group
Utah
– -$392K -8,886 Closed
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
– -$381K -8,648 Closed
ProShare Advisors
308
ProShare Advisors
Maryland
– -$370K -8,382 Closed
DFCM
309
Dark Forest Capital Management
Puerto Rico
– -$336K -7,624 Closed
AG
310
Algert Global
California
– -$328K -7,434 Closed
Principal Financial Group
311
Principal Financial Group
Iowa
– -$281K -6,381 Closed
RIA
312
Regal Investment Advisors
Michigan
– -$277K -6,292 Closed
LOAMU
313
Lombard Odier Asset Management (USA)
New York
– -$271K -6,150 Closed
LPL Financial
314
LPL Financial
California
– -$271K -6,135 Closed
EWM
315
Empirical Wealth Management
Washington
– -$259K -5,884 Closed
VFA
316
Values First Advisors
Tennessee
– -$259K -5,883 Closed
VCA
317
Verdence Capital Advisors
Maryland
– -$248K -5,631 Closed
SIA
318
Schechter Investment Advisors
Michigan
– -$244K -5,534 Closed
Pathstone Holdings
319
Pathstone Holdings
New Jersey
– -$226K -5,119 Closed
MSRPS
320
Maryland State Retirement & Pension System
Maryland
– -$224K -5,088 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
321
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$57.3K -1,300 Closed
HNB
322
Hilltop National Bank
Wyoming
– -$27.8K -630 Closed
AGWCA
323
Annis Gardner Whiting Capital Advisors
Florida
– -$18.9K -428 Closed
AIM
324
Arcadia Investment Management
Michigan
– -$18.4K -418 Closed
IAIM
325
International Assets Investment Management
Florida
– -$12K -272 Closed
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