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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$1.32M +$21.3K +590 +2%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$1.28M
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$1.27M -$43K -1,193 -4%
FRM
129
Fox Run Management
Connecticut
$1.17M -$160K -4,443 -13%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$1.16M -$3.5K -97 -0.3%
MCP
131
Mirador Capital Partners
California
$1.13M +$328K +9,095 +49%
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.08M +$961K +26,641 New
JFG
133
Jefferies Financial Group
New York
$1.05M +$930K +25,799 New
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M -$41K -1,138 -4%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$1.03M +$86.6K +2,400 +10%
Wells Fargo
136
Wells Fargo
California
$1.01M +$30.7K +852 +4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$991K -$6.72M -186,371 -88%
Stifel Financial
138
Stifel Financial
Missouri
$977K +$413K +11,449 +91%
Citigroup
139
Citigroup
New York
$953K -$999K -27,689 -54%
EGM
140
Engineers Gate Manager
New York
$894K -$5.82M -161,322 -88%
ASRS
141
Arizona State Retirement System
Arizona
$882K +$15.3K +424 +2%
TC
142
Tairen Capital
Hong Kong
$867K +$155K +4,302 +25%
HT
143
Headlands Technologies
Illinois
$841K +$746K +20,684 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$802K +$24.2K +670 +4%
Millennium Management
145
Millennium Management
New York
$717K -$32.2M -893,145 -98%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$707K +$119K +3,300 +23%
YIH
147
Y-Intercept (HK)
Hong Kong
$686K -$2.42M -67,228 -80%
Voloridge Investment Management
148
Voloridge Investment Management
Florida
$678K -$18.1M -500,918 -97%
MML Investors Services
149
MML Investors Services
Massachusetts
$666K +$591K +16,392 New
KK
150
KLP Kapitalforvaltning
Norway
$626K +$555K +15,400 New

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.