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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
PIM
176
Platinum Investment Management
Australia
$445K +$524K +10,087 New
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$443K -$2.02M -38,837 -79%
SF
178
Synovus Financial
Georgia
$436K +$779 +15 +0.2%
TC
179
TownSquare Capital
Utah
$434K +$21.1K +407 +4%
CAM
180
Cresset Asset Management
Illinois
$434K +$76.6K +1,474 +18%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$429K +$2.91K +56 +0.6%
X
182
Xponance
Pennsylvania
$421K +$7.95K +153 +2%
CCIA
183
Campbell & Co Investment Adviser
Maryland
$420K +$495K +9,531 New
PHK
184
Point72 Hong Kong
Hong Kong
$411K +$484K +9,313 New
GCM
185
Graham Capital Management
Connecticut
$405K -$308K -5,929 -39%
CG
186
Cynosure Group
Utah
$392K +$187K +3,590 +68%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$381K +$9.35K +180 +2%
ProShare Advisors
188
ProShare Advisors
Maryland
$370K +$229K +4,399 +110%
TPI
189
Trust Point Inc
Wisconsin
$367K +$72.6K +1,398 +20%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$361K -$6.24K -120 -1%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$350K +$10.3K +199 +3%
JF
192
Jump Financial
Illinois
$345K -$352K -6,780 -46%
BC
193
Belmont Capital
California
$337K +$397K +7,640 New
DFCM
194
Dark Forest Capital Management
Puerto Rico
$336K +$396K +7,624 New
BCPE
195
Bain Capital Public Equity
Massachusetts
$336K +$396K +7,623 New
AG
196
Algert Global
California
$328K -$3.18M -61,254 -89%
NSEDCP
197
NJ State Employees Deferred Compensation Plan
New Jersey
$309K
DB
198
Danske Bank
Denmark
$299K -$1.13M -21,832 -76%
PCM
199
Palisade Capital Management
New Jersey
$287K +$52K +1,000 +18%
Principal Financial Group
200
Principal Financial Group
Iowa
$281K -$43.6K -840 -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.