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FIVE9
FIVN

Overview Fund Activity

293 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
3.9%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
77
Increased
96
Reduced
92
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$97.4M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$51.1M
3
UBS Group
UBS Group
Switzerland
$67.3M
4
Citadel Advisors
Citadel Advisors
Florida
$48.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$72.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$129M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.29M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
176
Walleye Capital
New York
$344K -$2.36M -58,119 -87%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$332K – – –
LPL Financial
178
LPL Financial
California
$328K +$328K +8,078 New
HighTower Advisors
179
HighTower Advisors
Illinois
$322K -$170K -4,192 -35%
ProShare Advisors
180
ProShare Advisors
Maryland
$318K +$318K +7,819 New
HFM
181
Harvest Fund Management
China
$317K +$317K +7,796 New
BC
182
Belmont Capital
California
$310K – – –
JG
183
Jain Global
New York
$304K +$304K +7,485 New
LCM
184
Landscape Capital Management
New Jersey
$302K +$302K +7,435 New
QCM
185
Quantinno Capital Management
New York
$287K +$287K +7,062 New
PCM
186
Palisade Capital Management
New Jersey
$284K -$50.8K -1,250 -15%
NSEDCP
187
NJ State Employees Deferred Compensation Plan
New Jersey
$284K – – –
PAG
188
Private Advisor Group
New Jersey
$269K +$269K +6,620 New
Principal Financial Group
189
Principal Financial Group
Iowa
$268K +$268K +6,584 New
Squarepoint
190
Squarepoint
New York
$259K -$9.64M -237,301 -97%
Nomura Holdings
191
Nomura Holdings
Japan
$252K +$252K +6,196 New
CAM
192
Cresset Asset Management
Illinois
$235K -$149K -3,662 -39%
TRCT
193
Tower Research Capital (TRC)
New York
$235K -$114K -2,805 -33%
SIA
194
Schechter Investment Advisors
Michigan
$223K +$223K +5,492 New
CIP
195
Cornerstone Investment Partners
Georgia
$212K +$212K +5,225 New
FC
196
Farringdon Capital
United Kingdom
$210K +$210K +5,168 New
MFG
197
Menard Financial Group
Texas
$206K +$206K +5,061 New
AB
198
Amalgamated Bank
New York
$201K – – –
SOW
199
State of Wyoming
Wyoming
$192K +$56.3K +1,386 +42%
Lazard Asset Management
200
Lazard Asset Management
New York
$190K +$188K +4,655 +12,250%
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