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FIVE9
FIVN

Overview Fund Activity

293 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
77
Increased
96
Reduced
92
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$97.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$51.1M
3
UBS Group
3
UBS Group
Switzerland
$67.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$72.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$367M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$129M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.29M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$27.4M +$17.6M +432,654 +179%
TCG
27
Tremblant Capital Group
Florida
$26.6M +$5.2M +127,979 +24%
LPAM
28
Legion Partners Asset Management
California
$24M +$1.7M +41,900 +8%
WCM Investment Management
29
WCM Investment Management
California
$21.3M +$5.62M +138,019 +36%
Bank of America
30
Bank of America
North Carolina
$20.1M -$675K -16,619 -3%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$19.1M +$3.28M +80,689 +21%
Northern Trust
32
Northern Trust
Illinois
$19.1M +$2.81M +69,142 +17%
Charles Schwab
33
Charles Schwab
California
$18.9M +$343K +8,445 +2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$17.6M -$4.86M -119,464 -22%
SGM
35
Scalar Gauge Management
Texas
$17.5M -$1.29M -31,775 -7%
IECM
36
Intrinsic Edge Capital Management
Illinois
$16.9M +$2.13M +52,526 +14%
Macquarie Group
37
Macquarie Group
Australia
$16.8M +$16.8M +414,459 New
AM
38
Atreides Management
Massachusetts
$16.2M +$16.2M +398,233 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$15.5M -$244K -5,998 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15M +$844K +20,775 +6%
GS
41
Gagnon Securities
New York
$14.9M +$1.41M +34,597 +10%
CCPM
42
Cooper Creek Partners Management
New York
$14.8M +$14.8M +363,725 New
GT
43
Glenmede Trust
Pennsylvania
$14.1M +$14.1M +345,893 New
Goldman Sachs
44
Goldman Sachs
New York
$13.8M +$10.9M +267,813 +377%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M +$4.91M +120,776 +56%
KFO
46
Kopp Family Office
Minnesota
$13.5M -$806K -19,830 -6%
RA
47
Royce & Associates
New York
$13.4M +$12.4M +304,760 +1,219%
Two Sigma Investments
48
Two Sigma Investments
New York
$12.4M +$1.72M +42,315 +16%
Raymond James Financial
49
Raymond James Financial
Florida
$11.7M +$11.7M +287,180 New
Aberdeen Group
50
Aberdeen Group
United Kingdom
$11.2M -$2.52M -61,976 -18%
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