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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
CCIA
101
Campbell & Co Investment Adviser
Maryland
$1.86M +$1.99M +55,186 +579%
HCM
102
Harvey Capital Management
Florida
$1.72M +$2.16M +59,776 New
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$1.72M -$994K -27,539 -32%
LAM
104
LECAP Asset Management
United Kingdom
$1.71M +$2.15M +59,655 New
MF
105
Magnetar Financial
Illinois
$1.71M +$323K +8,963 +18%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$1.69M +$723K +20,040 +51%
CC
107
Centiva Capital
New York
$1.62M +$945K +26,193 +87%
QCM
108
Qsemble Capital Management
New York
$1.6M +$1.48M +41,132 +283%
AllianceBernstein
109
AllianceBernstein
Tennessee
$1.58M -$72.7M -2,014,544 -97%
JF
110
Jump Financial
Illinois
$1.55M +$1.66M +45,977 +588%
GCM
111
Graham Capital Management
Connecticut
$1.54M +$1.6M +44,391 +483%
ECM
112
ExodusPoint Capital Management
New York
$1.51M +$1.89M +52,411 New
BCPEMI
113
Bain Capital Public Equity Management II
Massachusetts
$1.48M -$459K -12,731 -20%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$1.48M +$129K +3,566 +7%
Citigroup
115
Citigroup
New York
$1.47M +$659K +18,254 +56%
VI
116
Vestcor Inc
New Brunswick, Canada
$1.44M +$541K +15,000 +43%
SG Americas Securities
117
SG Americas Securities
New York
$1.43M +$1.79M +49,731 New
Verition Fund Management
118
Verition Fund Management
Connecticut
$1.42M +$1.06M +29,248 +144%
Norges Bank
119
Norges Bank
Norway
$1.41M -$31.8M -880,321 -95%
QOP
120
Quinn Opportunity Partners
Virginia
$1.35M +$1.06M +29,295 +165%
FC
121
FORA Capital
Florida
$1.32M +$1.66M +46,068 New
EP
122
Edgestream Partners
New Jersey
$1.32M -$711K -19,700 -30%
AI
123
Atom Investors
Texas
$1.3M +$788K +21,823 +93%
DM
124
Diker Management
New York
$1.15M -$1.09M -30,120 -43%
DTL
125
Dynamic Technology Lab
Singapore
$1.1M +$1.38M +38,258 New

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.