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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
HIM
76
Herald Investment Management
United Kingdom
$3.59M +$2.17M +60,000 +92%
HCM
77
Horrell Capital Management
Arkansas
$3.3M +$4.15M +115,000 New
CG
78
Circumference Group
Arkansas
$3.3M +$4.15M +115,000 New
HSBC Holdings
79
HSBC Holdings
United Kingdom
$3.07M -$125K -3,467 -3%
BAM
80
Bullseye Asset Management
Colorado
$2.98M +$451K +12,500 +14%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$2.97M +$3.54K +98 +0.1%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$2.73M +$73.1K +2,026 +2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$2.61M +$2.91M +80,729 +803%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$2.59M +$146K +4,038 +5%
SEI Investments
85
SEI Investments
Pennsylvania
$2.45M -$5.05M -139,981 -62%
YIH
86
Y-Intercept (HK)
Hong Kong
$2.42M +$2.39M +66,286 +372%
Invesco
87
Invesco
Georgia
$2.38M +$145K +4,015 +5%
Luther King Capital Management (LKCM)
88
Luther King Capital Management (LKCM)
Texas
$2.36M +$1.28M +35,413 +76%
KC
89
Kepos Capital
New York
$2.3M
SLG
90
Stanley-Laman Group
Pennsylvania
$2.24M -$230K -6,360 -8%
Legal & General Group
91
Legal & General Group
United Kingdom
$2.22M +$115K +3,174 +4%
SSA
92
Schonfeld Strategic Advisors
New York
$2.16M +$1.17M +32,335 +75%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$2.16M
Goldman Sachs
94
Goldman Sachs
New York
$2.04M -$1.9M -52,657 -43%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$2.03M +$2.55M +70,600 New
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$2.01M -$78.6K -2,178 -3%
ACM
97
Aquatic Capital Management
Illinois
$2M +$2.43M +67,300 +2,926%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$1.92M +$10.4K +289 +0.4%
Walleye Capital
99
Walleye Capital
New York
$1.91M +$753K +20,861 +46%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$1.87M -$596K -16,516 -20%

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.