FIVE9
FIVN
310 hedge funds and large institutions have $4.69B invested in FIVE9 in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 87 reducing their positions, and 86 closing their positions.
643% more call options, than puts
Call options by funds: $252M | Put options by funds: $33.9M
54% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 87
1.46% more ownership
Funds ownership: 101.42% → 102.88% (+1.5%)
11% less funds holding
Funds holding: 348 → 310 (-38)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
19% less capital invested
Capital invested by funds: $5.8B → $4.69B (-$1.12B)
43% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$155M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$80.3M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$59.3M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$56.2M |
| 5 |
Squarepoint
New York
|
+$52.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$123M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$111M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$65.9M |
| 4 |
Millennium Management
New York
|
-$59.2M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$53.8M |
FIVN Hedge Fund Activity: Q1 2024 in Review
310 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2024, worth a combined $4.69B — down 19% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of FIVN and 49 opened new positions — a net loss of 37 holders — while 87 trimmed existing stakes and 134 added.
The largest buyer was Fidelity Investments, adding an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $123M.
- 310 institutional investors held FIVE9 (FIVN) as of Q1 2024, down from 348 in Q4 2023.
- Funds reported $4.69B of FIVE9 stock for Q1 2024, down 19% quarter-over-quarter.
- 49 funds opened new FIVE9 positions in Q1 2024 and 86 closed out, a net change of -37 holders.
- The largest FIVE9 buyer in Q1 2024 was Fidelity Investments, an estimated $155M added.
- The largest FIVE9 seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2024.