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FIVE9
FIVN

Overview Fund Activity

266 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, 94 increasing their positions, 90 reducing their positions, and 77 closing their positions.

Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.85%
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
94
Reduced
90
Closed
77
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$70.4M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$126M
3
AFM
3
Anson Funds Management
Texas
$42.4M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$195M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$259M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.58M
4
SIMG
4
Stephens Investment Management Group
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$17M +$3.8M +132,182 +29%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$15.9M +$2.89M +100,429 +22%
LPAM
28
Legion Partners Asset Management
California
$15.8M +$15.8M +549,785 New
CSS
29
Cubist Systematic Strategies
Connecticut
$15.7M +$13.5M +469,428 +621%
PCR
30
Potrero Capital Research
California
$15.6M +$15.6M +543,346 New
Ameriprise
31
Ameriprise
Minnesota
$15.2M -$31.9M -1,109,506 -68%
TCG
32
Tremblant Capital Group
Florida
$15.1M -$1.36M -47,245 -8%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$14.9M +$14.9M +517,602 New
Bank of America
34
Bank of America
North Carolina
$14.7M +$1.43M +49,634 +11%
SGM
35
Scalar Gauge Management
Texas
$13.3M +$8.73M +303,791 +192%
Charles Schwab
36
Charles Schwab
California
$13.1M -$500K -17,400 -4%
Northern Trust
37
Northern Trust
Illinois
$11.5M -$386K -13,422 -3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$11.2M +$11.2M +390,220 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$11.1M +$695K +24,191 +7%
WCM Investment Management
40
WCM Investment Management
California
$11.1M +$1.41M +48,981 +15%
IECM
41
Intrinsic Edge Capital Management
Illinois
$10.5M +$7.6M +264,474 +264%
KFO
42
Kopp Family Office
Minnesota
$10.1M – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$10M -$2.96M -103,059 -23%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$9.69M -$1.33M -46,122 -12%
EAM
45
Eagle Asset Management
Florida
$9.57M -$22.7M -615,901 -70%
GS
46
Gagnon Securities
New York
$9.52M +$2.24M +77,967 +31%
2C
47
272 Capital
Texas
$8.56M +$270K +9,389 +3%
Two Sigma Investments
48
Two Sigma Investments
New York
$7.58M +$7.58M +263,717 New
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$7.2M -$2.09M -72,611 -22%
Squarepoint
50
Squarepoint
New York
$7M +$608K +21,179 +10%
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