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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
Barclays
51
Barclays
United Kingdom
$6.96M +$6.51M +180,487 +293%
Citadel Advisors
52
Citadel Advisors
Florida
$6.88M -$3.96M -109,692 -31%
Capital Fund Management (CFM)
53
Capital Fund Management (CFM)
France
$6.39M +$1.39M +38,451 +21%
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.24M +$6.79M +188,043 +643%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$6.05M +$2.44M +67,581 +47%
TI
56
Trexquant Investment
Connecticut
$5.92M +$5.91M +163,783 +389%
OPFM
57
Optimus Prime Fund Management
Cayman Islands
$5.88M +$1.8M +50,000 +32%
GIM
58
Granahan Investment Management
Massachusetts
$5.85M -$3.02M -83,684 -29%
PCA
59
Prospect Capital Advisors
California
$5.69M -$2.71M -75,000 -27%
UBS AM
60
UBS AM
Illinois
$5.43M -$2.85M -78,836 -29%
F1I
61
Fund 1 Investments
Puerto Rico
$5.27M +$6.62M +183,459 New
EGM
62
Engineers Gate Manager
New York
$5.27M +$5.98M +165,613 +936%
QT
63
Quantbot Technologies
New York
$5.24M +$6.59M +182,502 New
SCA
64
Summit Creek Advisors
Minnesota
$5.02M -$380K -10,517 -6%
BFM
65
Boothbay Fund Management
New York
$4.98M -$165K -4,584 -3%
GA
66
Gagnon Advisors
New York
$4.81M +$1.51M +41,846 +33%
OBAM
67
ODDO BHF Asset Management
France
$4.6M +$5.77M +160,000 New
Canada Life
68
Canada Life
Manitoba, Canada
$4.55M +$2.31M +64,013 +68%
WP
69
Woodline Partners
California
$4.5M +$3.67M +101,718 +185%
WSFS
70
Wilmington Savings Fund Society
Delaware
$4.15M +$5.22M +144,581 New
Swiss National Bank
71
Swiss National Bank
Switzerland
$4.15M -$36.1K -1,000 -0.7%
NC
72
Nicholas Company
Wisconsin
$4.07M +$2.35K +65 +0%
N
73
Nuveen
North Carolina
$3.88M -$32.4M -897,963 -87%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$3.76M +$392K +10,872 +9%
SBH
75
Segall Bryant & Hamill
Illinois
$3.69M -$1.96M -54,298 -30%

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.