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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
Amundi
126
Amundi
France
$1.09M -$47.5K -1,316 -3%
GITFIT
127
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.09M +$1.37M +38,000 New
CC
128
Clearline Capital
New York
$1.05M
PSC
129
Prentiss Smith & Co
Vermont
$1.02M -$2.06K -57 -0.2%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$981K -$79.3K -2,198 -6%
SEC
131
Seven Eight Capital
New York
$961K +$1.21M +33,466 New
FRM
132
Fox Run Management
Connecticut
$952K +$634K +17,556 +113%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$933K -$1.19M -32,934 -50%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$920K +$4.69K +130 +0.4%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$903K
AAP
136
Ardsley Advisory Partners
Connecticut
$862K -$3.25M -90,000 -75%
NICM
137
Neo Ivy Capital Management
New York
$830K -$738K -20,460 -41%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$825K +$5.41K +150 +0.5%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$811K +$1.02M +28,232 New
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$810K +$847K +23,468 +497%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$765K -$1.74M -48,277 -64%
QIM
142
Quantitative Investment Management
Virginia
$760K +$760K +21,060 +388%
RA
143
Royce & Associates
New York
$718K -$2.98M -82,466 -77%
Wells Fargo
144
Wells Fargo
California
$687K -$1.39M -38,542 -62%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$679K +$853K +23,639 New
PHK
146
Point72 Hong Kong
Hong Kong
$678K +$516K +14,288 +153%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$657K
XT
148
XTX Topco
Cayman Islands
$629K +$790K +21,883 New
OQS
149
Occudo Quantitative Strategies
Florida
$612K +$769K +21,310 New
ASRS
150
Arizona State Retirement System
Arizona
$611K +$21.5K +597 +3%

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.