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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
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
-$694K -11,132 Closed
MC
327
Maverick Capital
Texas
-$533K -8,582 Closed
Mariner
328
Mariner
Kansas
-$456K -7,339 Closed
CI
329
Clal Insurance
Israel
-$418K -6,738 Closed
TCM
330
Teza Capital Management
Illinois
-$395K -6,365 Closed
XT
331
XTX Topco
Cayman Islands
-$366K -5,889 Closed
CCM
332
Cinctive Capital Management
New York
-$344K -5,531 Closed
CM
333
Caption Management
Oklahoma
-$311K -5,000 Closed
BHCM
334
Brevan Howard Capital Management
Jersey
-$305K -4,905 Closed
DIM
335
DC Investments Management
Virginia
-$271K -4,356 Closed
Teacher Retirement System of Texas
336
Teacher Retirement System of Texas
Texas
-$252K -4,057 Closed
URS
337
Utah Retirement Systems
Utah
-$248K -4,000 Closed
Neuberger Berman Group
338
Neuberger Berman Group
New York
-$229K -3,680 Closed
ASGS
339
Alpha Square Group S
New York
-$205K -3,300 Closed
SHGA
340
Sand Hill Global Advisors
California
-$200K -3,224 Closed
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
-$175K -2,812 Closed
SI
342
Stephens Inc
Arkansas
-$174K -2,803 Closed
IWA
343
Icon Wealth Advisors
Texas
-$158K -2,536 Closed
Bessemer Group
344
Bessemer Group
New Jersey
-$86K -1,391 Closed
AIG
345
American International Group
New York
-$74.8K -1,205 Closed
FAM
346
Fred Alger Management
New York
-$41.1K -662 Closed
Fuller & Thaler Asset Management
347
Fuller & Thaler Asset Management
California
-$19.2K -309 Closed
EC
348
Elequin Capital
New York
-$15.3K -247 Closed
HI
349
Harbour Investments
Wisconsin
-$6.21K -100 Closed
IA
350
IFP Advisors
Florida
-$6.21K -100 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.