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296 hedge funds and large institutions have $3.48B invested in FIVE9 in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 99 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $181M | Put options by funds: $20.7M

11% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 99

4.09% more ownership

Funds ownership: 102.88%106.96% (+4.1%)

5% less funds holding

Funds holding: 310296 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

26% less capital invested

Capital invested by funds: $4.69B → $3.48B (-$1.2B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
296
Holders Change
-14
Holders Change %
-4.52%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
55
Increased
110
Reduced
99
Closed
62
Calls
$181M
Puts
$20.7M
Net Calls
+$161M
Net Calls Change
-$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
101
Laird Norton Wetherby Wealth Management
California
$2.94M +$180K +3,467 +5%
EP
102
Edgestream Partners
New Jersey
$2.89M +$3.18M +61,294 +1,443%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.88M -$269K -5,180 -7%
HIM
104
Herald Investment Management
United Kingdom
$2.87M +$208K +4,000 +7%
BCPEMI
105
Bain Capital Public Equity Management II
Massachusetts
$2.84M +$3.34M +64,320 New
Wells Fargo
106
Wells Fargo
California
$2.75M +$15.5K +298 +0.5%
Barclays
107
Barclays
United Kingdom
$2.72M -$4.5M -86,527 -58%
WP
108
Woodline Partners
California
$2.42M -$4.32M -83,219 -60%
GIPM
109
G2 Investment Partners Management
New York
$2.31M -$1.26M -24,200 -32%
FWC
110
First Washington Corp
Washington
$2.29M +$1.15M +22,194 +75%
MF
111
Magnetar Financial
Illinois
$2.23M +$2.63M +50,629 New
NICM
112
Neo Ivy Capital Management
New York
$2.18M +$2.57M +49,372 New
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$2.11M +$156K +3,011 +7%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$2.06M +$2.43M +46,753 New
Walleye Capital
115
Walleye Capital
New York
$2.02M -$2.55M -49,022 -52%
SSA
116
Schonfeld Strategic Advisors
New York
$1.9M +$2.23M +43,012 New
TI
117
Trexquant Investment
Connecticut
$1.86M -$5.79M -111,389 -73%
OAM
118
Oppenheimer Asset Management
New York
$1.8M +$268K +5,151 +14%
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$1.78M +$830K +15,973 +65%
Amundi
120
Amundi
France
$1.73M -$33.6K -646 -2%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$1.72M -$190K -3,654 -9%
BCM
122
Brown Capital Management
Maryland
$1.64M -$13.8K -266 -0.7%
CC
123
Clearline Capital
New York
$1.61M +$1.89M +36,413 New
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.6M +$301K +5,792 +19%
PSC
125
Prentiss Smith & Co
Vermont
$1.57M +$1.84M +35,501 New

FIVN Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2024, worth a combined $3.48B — down 26% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of FIVN and 55 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $201M. The largest seller was Viking Global Investors, cutting an estimated $89.3M.

  • 296 institutional investors held FIVE9 (FIVN) as of Q2 2024, down from 310 in Q1 2024.
  • Funds reported $3.48B of FIVE9 stock for Q2 2024, down 26% quarter-over-quarter.
  • 55 funds opened new FIVE9 positions in Q2 2024 and 62 closed out, a net change of -7 holders.
  • The largest FIVE9 buyer in Q2 2024 was Fidelity Investments, an estimated $201M added.
  • The largest FIVE9 seller in Q2 2024 was Viking Global Investors, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2024.