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FIVE9
FIVN

Overview Fund Activity

294 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, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-14
Holders Change %
-4.55%
% of All Funds
4.28%
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
97
Closed
62
Calls
$181M
Puts
$20.7M
Net Calls
+$161M
Net Calls Change
-$57.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$481M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$94.2M
3
SC
3
Sylebra Capital
California
$133M
4
Deutsche Bank
4
Deutsche Bank
Germany
$50M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$76.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.4M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Squarepoint
4
Squarepoint
New York
$9.81M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMU
201
Lombard Odier Asset Management (USA)
New York
$271K +$271K +6,150 New
LPL Financial
202
LPL Financial
California
$271K -$704K -15,964 -72%
EWM
203
Empirical Wealth Management
Washington
$259K – – –
VFA
204
Values First Advisors
Tennessee
$259K -$6.13K -139 -2%
VCA
205
Verdence Capital Advisors
Maryland
$248K +$2.69K +61 +1%
SIA
206
Schechter Investment Advisors
Michigan
$244K -$46.3K -1,050 -16%
QIM
207
Quantitative Investment Management
Virginia
$239K +$239K +5,422 New
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$226K -$63.6K -1,442 -22%
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$224K – – –
AB
210
Amalgamated Bank
New York
$219K +$8.13K +184 +4%
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$208K +$208K +4,723 New
MIM
212
MetLife Investment Management
New Jersey
$208K +$13.9K +316 +7%
QC
213
Quent Capital
New York
$193K +$15.5K +352 +9%
PI
214
PEAK6 Investments
Illinois
$178K +$178K +4,026 New
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$161K +$48.9K +1,109 +44%
FFA
216
Farther Finance Advisors
California
$108K +$38.1K +875 +54%
ACM
217
Aquatic Capital Management
Illinois
$101K +$101K +2,300 New
KBC Group
218
KBC Group
Belgium
$100K +$22.1K +499 +28%
SOW
219
State of Wyoming
Wyoming
$85.6K +$83.9K +1,902 +4,877%
Lazard Asset Management
220
Lazard Asset Management
New York
$78K -$9.56M -217,276 -99%
CF
221
Corebridge Financial
Texas
$64.3K +$64.3K +1,458 New
Osaic Holdings
222
Osaic Holdings
Arizona
$61.8K -$42.1K -955 -41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57.3K +$57.3K +1,300 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$56K +$3.4K +77 +6%
PA
225
Parallel Advisors
California
$44.5K -$3.48K -79 -7%
7 8
9
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