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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
Canada Life
76
Canada Life
Manitoba, Canada
$5.37M -$936K -25,941 -16%
DM
77
Diker Management
New York
$4.87M +$2.89M +80,000 +201%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$4.76M +$1.68M +46,500 +66%
HCM
79
Horrell Capital Management
Arkansas
$4.67M
CG
80
Circumference Group
Arkansas
$4.67M
ECM
81
ExodusPoint Capital Management
New York
$4.52M +$2.12M +58,733 +112%
WP
82
Woodline Partners
California
$4.46M -$1.69M -46,880 -30%
BAM
83
Bullseye Asset Management
Colorado
$4.17M -$44.3K -1,227 -1%
DSCM
84
Divisadero Street Capital Management
Florida
$4.06M +$3.61M +100,000 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$3.94M -$229K -6,342 -6%
Verition Fund Management
86
Verition Fund Management
Connecticut
$3.67M +$1.47M +40,815 +82%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$3.64M -$20.8K -577 -0.6%
Luther King Capital Management (LKCM)
88
Luther King Capital Management (LKCM)
Texas
$3.54M +$174K +4,820 +6%
GIPM
89
G2 Investment Partners Management
New York
$3.34M +$2.96M +82,159 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$3.29M -$41.1M -1,139,927 -93%
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$3.26M +$735K +20,381 +34%
Invesco
92
Invesco
Georgia
$3.23M -$126K -3,487 -4%
DIA
93
Dana Investment Advisors
Wisconsin
$3.23M +$2.87M +79,466 New
JP Morgan Chase
94
JP Morgan Chase
New York
$3.22M -$18.4M -511,298 -87%
Legal & General Group
95
Legal & General Group
United Kingdom
$3.2M +$56.9K +1,577 +2%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$3.05M
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$2.97M -$788K -21,853 -23%
FGP
98
Freestone Grove Partners
California
$2.89M +$2.57M +71,145 New
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$2.85M +$180K +5,000 +8%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$2.84M +$613 +17 +0%

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.