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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$27.4M +$15.6M +432,654 +179%
TCG
27
Tremblant Capital Group
Florida
$26.6M +$4.62M +127,979 +24%
LPAM
28
Legion Partners Asset Management
California
$24M +$1.51M +41,900 +8%
WCM Investment Management
29
WCM Investment Management
California
$21.3M +$4.98M +138,019 +36%
Bank of America
30
Bank of America
North Carolina
$20.1M -$599K -16,619 -3%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$19.1M +$2.91M +80,689 +21%
Northern Trust
32
Northern Trust
Illinois
$19.1M +$2.49M +69,142 +17%
Charles Schwab
33
Charles Schwab
California
$18.9M +$305K +8,445 +2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$17.6M -$4.31M -119,464 -22%
SGM
35
Scalar Gauge Management
Texas
$17.5M -$1.15M -31,775 -7%
IECM
36
Intrinsic Edge Capital Management
Illinois
$16.9M +$1.89M +52,526 +14%
Macquarie Group
37
Macquarie Group
Australia
$16.8M +$14.9M +414,459 New
AM
38
Atreides Management
Massachusetts
$16.2M +$14.4M +398,233 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$15.5M -$216K -5,998 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15M +$749K +20,775 +6%
GS
41
Gagnon Securities
New York
$14.9M +$1.25M +34,597 +10%
CCPM
42
Cooper Creek Partners Management
New York
$14.8M +$13.1M +363,725 New
GT
43
Glenmede Trust
Pennsylvania
$14.1M +$12.5M +345,893 New
Goldman Sachs
44
Goldman Sachs
New York
$13.8M +$9.66M +267,813 +377%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M +$4.36M +120,776 +56%
KFO
46
Kopp Family Office
Minnesota
$13.5M -$715K -19,830 -6%
RA
47
Royce & Associates
New York
$13.4M +$11M +304,760 +1,219%
Two Sigma Investments
48
Two Sigma Investments
New York
$12.4M +$1.53M +42,315 +16%
Raymond James Financial
49
Raymond James Financial
Florida
$11.7M +$10.4M +287,180 New
Aberdeen Group
50
Aberdeen Group
United Kingdom
$11.2M -$2.24M -61,976 -18%

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.