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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
AIM
326
Arcadia Investment Management
Michigan
-$18.4K -418 Closed
IAIM
327
International Assets Investment Management
Florida
-$12K -272 Closed
RTC
328
Riverview Trust Company
Washington
-$11.3K -257 Closed
N
329
Natixis
France
-$7.94K -180 Closed
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
-$6K -133 Closed
MA
331
MCF Advisors
Kentucky
-$4.81K -109 Closed
ADL
332
Asset Dedication LLC
California
-$4.19K -95 Closed
SSG
333
Summit Securities Group
New York
-$4K -89 Closed
OPTFSNA
334
Old Point Trust & Financial Services N A
Virginia
-$2.21K -50 Closed
QL
335
Quarry LP
New York
-$1.72K -39 Closed
Twin Tree Management
336
Twin Tree Management
Texas
-$1.68K -38 Closed
IC
337
Innealta Capital
Texas
-$1.32K -30 Closed
SWM
338
Spire Wealth Management
Virginia
-$1.28K -29 Closed
FNWA
339
Financial Network Wealth Advisors
Utah
-$1.24K -28 Closed
AF
340
Advisornet Financial
Minnesota
-$882 -20 Closed
MG
341
Mather Group
Illinois
-$1.24K -20 Closed
JSAM
342
J. Safra Asset Management
New York
-$794 -18 Closed
TWP
343
Triad Wealth Partners
Kansas
-$750 -17 Closed
Allspring Global Investments
344
Allspring Global Investments
North Carolina
-$617 -14 Closed
TFGT
345
TS Financial Group (TSFG)
Illinois
+$433 +12 New

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.