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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
RIA
201
Regal Investment Advisors
Michigan
$277K -$6.39K -123 -2%
LOAMU
202
Lombard Odier Asset Management (USA)
New York
$271K +$320K +6,150 New
LPL Financial
203
LPL Financial
California
$271K -$829K -15,964 -72%
EWM
204
Empirical Wealth Management
Washington
$259K
VFA
205
Values First Advisors
Tennessee
$259K -$7.22K -139 -2%
VCA
206
Verdence Capital Advisors
Maryland
$248K +$3.17K +61 +1%
SIA
207
Schechter Investment Advisors
Michigan
$244K -$54.6K -1,050 -16%
QIM
208
Quantitative Investment Management
Virginia
$239K +$282K +5,422 New
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$226K -$74.9K -1,442 -22%
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$224K
AB
211
Amalgamated Bank
New York
$219K +$9.56K +184 +4%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$208K +$245K +4,723 New
MIM
213
MetLife Investment Management
New Jersey
$208K +$16.4K +316 +7%
QC
214
Quent Capital
New York
$193K +$18.3K +352 +9%
PI
215
PEAK6 Investments
Illinois
$178K +$209K +4,026 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$161K +$57.6K +1,109 +44%
FFA
217
Farther Finance Advisors
California
$108K +$45.5K +875 +54%
ACM
218
Aquatic Capital Management
Illinois
$101K +$120K +2,300 New
KBC Group
219
KBC Group
Belgium
$100K +$25.9K +499 +28%
SOW
220
State of Wyoming
Wyoming
$85.6K +$98.8K +1,902 +4,877%
Lazard Asset Management
221
Lazard Asset Management
New York
$78K -$11.3M -217,276 -99%
CF
222
Corebridge Financial
Texas
$64.3K +$75.8K +1,458 New
Osaic Holdings
223
Osaic Holdings
Arizona
$61.8K -$49.6K -955 -41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57.3K +$67.5K +1,300 New
PFBT
225
Parkside Financial Bank & Trust
Missouri
$56K +$4K +77 +6%

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.