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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
M&T Bank
151
M&T Bank
New York
$803K -$50.1K -965 -5%
TRCT
152
Tower Research Capital (TRC)
New York
$800K +$928K +17,860 +6,245%
YIH
153
Y-Intercept (HK)
Hong Kong
$786K +$429K +8,250 +86%
QOP
154
Quinn Opportunity Partners
Virginia
$781K +$920K +17,709 New
EGM
155
Engineers Gate Manager
New York
$780K -$34.4K -662 -4%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$767K -$29.7M -571,566 -97%
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$745K -$11.5K -222 -1%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$742K +$123K +2,376 +16%
MAG
159
Millrace Asset Group
Pennsylvania
$730K -$162K -3,113 -16%
CCM
160
Cota Capital Management
California
$725K
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$699K -$21.4M -412,820 -96%
HCA
162
Harbor Capital Advisors
Illinois
$696K +$690K +13,281 +531%
FRM
163
Fox Run Management
Connecticut
$688K +$528K +10,171 +187%
HighTower Advisors
164
HighTower Advisors
Illinois
$681K -$201K -3,878 -20%
Marshall Wace
165
Marshall Wace
United Kingdom
$679K -$9.91M -190,730 -93%
QCM
166
Qsemble Capital Management
New York
$641K +$755K +14,540 New
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
$627K -$651K -12,528 -47%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$622K
Stifel Financial
169
Stifel Financial
Missouri
$588K -$1.15M -22,098 -62%
O
170
Ossiam
France
$587K
US Bancorp
171
US Bancorp
Minnesota
$551K -$19.9K -383 -3%
AIM
172
Aigen Investment Management
New York
$528K +$622K +11,977 New
Simplex Trading
173
Simplex Trading
Illinois
$486K +$573K +11,037 New
SGI
174
Summit Global Investments
Utah
$475K +$228K +4,383 +69%
BAM
175
Blueshift Asset Management
New Jersey
$463K +$294K +5,661 +117%

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.