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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
JP Morgan Chase
26
JP Morgan Chase
New York
$17M +$4.77M +132,182 +29%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$15.9M +$3.62M +100,429 +22%
LPAM
28
Legion Partners Asset Management
California
$15.8M +$19.8M +549,785 New
CSS
29
Cubist Systematic Strategies
Connecticut
$15.7M +$16.9M +469,428 +621%
PCR
30
Potrero Capital Research
California
$15.6M +$19.6M +543,346 New
Ameriprise
31
Ameriprise
Minnesota
$15.2M -$40M -1,109,506 -68%
TCG
32
Tremblant Capital Group
Florida
$15.1M -$1.71M -47,245 -8%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$14.9M +$18.7M +517,602 New
Bank of America
34
Bank of America
North Carolina
$14.7M +$1.79M +49,634 +11%
SGM
35
Scalar Gauge Management
Texas
$13.3M +$11M +303,791 +192%
Charles Schwab
36
Charles Schwab
California
$13.1M -$628K -17,400 -4%
Northern Trust
37
Northern Trust
Illinois
$11.5M -$484K -13,422 -3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$11.2M +$14.1M +390,220 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$11.1M +$873K +24,191 +7%
WCM Investment Management
40
WCM Investment Management
California
$11.1M +$1.77M +48,981 +15%
IECM
41
Intrinsic Edge Capital Management
Illinois
$10.5M +$9.55M +264,474 +264%
KFO
42
Kopp Family Office
Minnesota
$10.1M
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$10M -$3.72M -103,059 -23%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$9.69M -$1.66M -46,122 -12%
EAM
45
Eagle Asset Management
Florida
$9.57M -$22.2M -615,901 -70%
GS
46
Gagnon Securities
New York
$9.52M +$2.81M +77,967 +31%
2C
47
272 Capital
Texas
$8.56M +$339K +9,389 +3%
Two Sigma Investments
48
Two Sigma Investments
New York
$7.58M +$9.52M +263,717 New
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$7.2M -$2.62M -72,611 -22%
Squarepoint
50
Squarepoint
New York
$7M +$764K +21,179 +10%

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.