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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
BHCM
176
Brevan Howard Capital Management
Jersey
$275K +$346K +9,585 New
CAM
177
Cresset Asset Management
Illinois
$271K -$14.2K -393 -4%
Victory Capital Management
178
Victory Capital Management
Texas
$267K -$5.97M -165,541 -95%
BCM
179
Brown Capital Management
Maryland
$267K -$1.01M -27,926 -75%
BCPE
180
Bain Capital Public Equity
Massachusetts
$263K +$55.7K +1,544 +20%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$263K -$20.5K -569 -6%
X
182
Xponance
Pennsylvania
$255K -$24.3K -672 -7%
TRCT
183
Tower Research Capital (TRC)
New York
$247K -$345K -9,563 -53%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$241K +$16K +442 +6%
PCM
185
Palisade Capital Management
New Jersey
$237K +$63.2K +1,750 +27%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$235K
AAS
187
Ameritas Advisory Services
Nebraska
$225K +$283K +7,832 New
BC
188
Belmont Capital
California
$219K
TPI
189
Trust Point Inc
Wisconsin
$210K -$36.2K -1,003 -12%
AIM
190
Aigen Investment Management
New York
$205K -$174K -4,835 -40%
SA
191
Sanctuary Advisors
Indiana
$204K +$183K +5,060 New
NSEDCP
192
NJ State Employees Deferred Compensation Plan
New Jersey
$201K
US Bancorp
193
US Bancorp
Minnesota
$199K -$200K -5,544 -44%
Canada Pension Plan Investment Board
194
Canada Pension Plan Investment Board
Ontario, Canada
$190K -$480K -13,300 -67%
Comerica Bank
195
Comerica Bank
Texas
$169K -$550K -15,228 -72%
AB
196
Amalgamated Bank
New York
$142K
NC
197
nVerses Capital
Florida
$141K +$177K +4,900 New
MIM
198
MetLife Investment Management
New Jersey
$133K -$3.25K -90 -2%
QC
199
Quent Capital
New York
$116K -$12.8K -356 -8%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$99.7K -$6.46K -179 -5%

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.