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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
UBS Group
26
UBS Group
Switzerland
$30.8M +$25.8M +496,386 +245%
Fisher Asset Management
27
Fisher Asset Management
Washington
$29.3M +$11.1M +213,317 +47%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$28.6M +$22.7M +437,064 +207%
Axa
29
Axa
France
$28.3M -$5.68M -109,383 -15%
EAM
30
Eventide Asset Management
Massachusetts
$25.6M -$6.53M -125,672 -18%
TCG
31
Tremblant Capital Group
Florida
$25.3M -$2.06M -39,626 -6%
Artisan Partners
32
Artisan Partners
Wisconsin
$23.8M +$28.1M +540,185 New
American Century Companies
33
American Century Companies
Missouri
$22.5M -$11.7M -225,776 -31%
Charles Schwab
34
Charles Schwab
California
$20.9M +$1.07M +20,527 +5%
Bank of America
35
Bank of America
North Carolina
$20.4M +$2.21M +42,470 +10%
JP Morgan Chase
36
JP Morgan Chase
New York
$20.2M -$2.44M -46,933 -9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$19.9M +$4.36M +83,947 +23%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$19.9M +$20.8M +400,366 +786%
Northern Trust
39
Northern Trust
Illinois
$18.3M +$371K +7,147 +2%
Holocene Advisors
40
Holocene Advisors
New York
$17.9M +$21.1M +405,312 New
Aberdeen Group
41
Aberdeen Group
United Kingdom
$16.9M +$10.4M +200,857 +110%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$16M +$3.75M +72,204 +25%
KFO
43
Kopp Family Office
Minnesota
$15.5M +$5.95M +114,583 +48%
Citadel Advisors
44
Citadel Advisors
Florida
$15.4M -$69.8M -1,343,126 -79%
Millennium Management
45
Millennium Management
New York
$14.7M +$11.4M +219,568 +194%
WCM Investment Management
46
WCM Investment Management
California
$14.5M +$312K +6,009 +2%
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$14.3M +$16.8M +323,242 New
2C
48
272 Capital
Texas
$12.7M +$15M +288,491 New
GIM
49
Granahan Investment Management
Massachusetts
$12.7M +$9.03M +173,824 +153%
Nomura Holdings
50
Nomura Holdings
Japan
$12.6M +$14.8M +285,600 New

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.