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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
BF
151
BOK Financial
Oklahoma
$601K -$72.6K -2,012 -9%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$548K +$81.3K +2,254 +13%
MCP
153
Mirador Capital Partners
California
$535K -$39.5K -1,094 -6%
TC
154
Tairen Capital
Hong Kong
$503K +$615K +17,041 New
CMF
155
Counterpoint Mutual Funds
California
$502K +$631K +17,475 New
OAM
156
Oppenheimer Asset Management
New York
$494K -$851K -23,583 -58%
Jane Street
157
Jane Street
New York
$453K -$2.34M -64,936 -80%
BAM
158
Blueshift Asset Management
New Jersey
$445K +$180K +4,979 +47%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$440K -$57.2K -1,584 -9%
SPA
160
Sherbrooke Park Advisers
New York
$426K -$614K -16,999 -53%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$409K -$70.6K -1,956 -12%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$405K
GAM
163
Groupama Asset Management
France
$389K
O
164
Ossiam
France
$383K
SF
165
Synovus Financial
Georgia
$381K +$122K +3,385 +34%
BC
166
Bridgefront Capital
Texas
$373K +$469K +12,987 New
Stifel Financial
167
Stifel Financial
Missouri
$362K -$27K -748 -6%
GS
168
GTS Securities
New York
$352K +$442K +12,260 New
WAM
169
Wolverine Asset Management
Illinois
$347K +$436K +12,088 New
HighTower Advisors
170
HighTower Advisors
Illinois
$333K -$135K -3,732 -24%
DWM
171
Dorchester Wealth Management
Quebec, Canada
$316K +$397K +11,000 New
CFG
172
Citizens Financial Group
Rhode Island
$309K +$389K +10,770 New
N
173
Numerai
California
$305K +$383K +10,614 New
Group One Trading
174
Group One Trading
Illinois
$289K -$429K -11,884 -54%
IIM
175
INTECH Investment Management
Florida
$281K +$353K +9,769 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.