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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
VI
126
Vestcor Inc
New Brunswick, Canada
$1.54M +$1.82M +35,000 New
Hudson Bay Capital Management
127
Hudson Bay Capital Management
Connecticut
$1.54M -$646K -12,430 -26%
Citigroup
128
Citigroup
New York
$1.45M +$208K +4,008 +14%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$1.41M -$19.7K -380 -1%
SPA
130
Sherbrooke Park Advisers
New York
$1.4M +$788K +15,157 +91%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.39M -$19.4K -373 -1%
BCM
132
Bayesian Capital Management
New York
$1.35M +$624K +12,000 +64%
CC
133
Centiva Capital
New York
$1.33M -$1.27M -24,457 -45%
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.29M +$1.52M +29,259 New
Russell Investments Group
135
Russell Investments Group
United Kingdom
$1.26M -$2.51M -48,330 -63%
KOCAA
136
Knights of Columbus Asset Advisors
Connecticut
$1.25M
PD
137
Point72 (DIFC)
United Arab Emirates
$1.23M +$1.45M +27,857 New
RA
138
RiverPark Advisors
New York
$1.08M -$196K -3,773 -13%
AI
139
Atom Investors
Texas
$1.04M +$137K +2,628 +13%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$1.03M -$9.8M -188,617 -89%
BF
141
BOK Financial
Oklahoma
$1.03M -$857K -16,495 -41%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.01M -$12M -230,490 -91%
AC
143
AXQ Capital
New Jersey
$971K +$1.14M +22,008 New
Group One Trading
144
Group One Trading
Illinois
$967K -$327K -6,284 -22%
RCM
145
Riverpark Capital Management
New York
$932K -$56K -1,078 -5%
Comerica Bank
146
Comerica Bank
Texas
$931K +$59.8K +1,150 +6%
ASRS
147
Arizona State Retirement System
Arizona
$912K +$88K +1,693 +9%
Verition Fund Management
148
Verition Fund Management
Connecticut
$894K +$155K +2,981 +17%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$878K -$660K -12,700 -39%
MCP
150
Mirador Capital Partners
California
$869K +$111K +2,142 +12%

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.