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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
SOW
201
State of Wyoming
Wyoming
$95.7K +$50.2K +1,390 +72%
A
202
AlphaQuest
New York
$94.9K +$119K +3,302 New
KBC Group
203
KBC Group
Belgium
$65K
SAM
204
Shell Asset Management
Netherlands
$53K +$67.1K +1,859 New
LSA
205
Leonteq Securities AG
Switzerland
$47.7K +$28.7K +796 +92%
FFA
206
Farther Finance Advisors
California
$46.3K -$31.7K -877 -35%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$42.2K +$7.22K +200 +16%
CF
208
Corebridge Financial
Texas
$40.4K -$1.84K -51 -3%
SCM
209
Sterling Capital Management
North Carolina
$38.3K +$48.1K +1,332 New
DB
210
Danske Bank
Denmark
$37.3K -$197K -5,472 -81%
PA
211
Parallel Advisors
California
$36.2K +$9.1K +252 +25%
Osaic Holdings
212
Osaic Holdings
Arizona
$33.2K -$8.81K -244 -17%
S
213
SignatureFD
Georgia
$29.8K +$35.5K +984 +1,892%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$29K +$6.96K +193 +23%
BIG
215
Brooklyn Investment Group
New York
$22.5K +$28.3K +783 New
FIA
216
FNY Investment Advisers
New York
$21K +$27.1K +750 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$20.7K
C
218
Covestor
United Kingdom
$20K +$14.3K +397 +131%
BAM
219
Byrne Asset Management
New Jersey
$15.8K +$9.02K +250 +83%
WT
220
Whittier Trust
California
$15K
AAM
221
Advisors Asset Management
Colorado
$11.6K -$9.02K -250 -38%
LC
222
Lindbrook Capital
California
$9.6K +$6.5K +180 +117%
PPC
223
Park Place Capital
Alabama
$8.39K -$289 -8 -3%
FHA
224
First Horizon Advisors
Tennessee
$7.9K -$1.52K -42 -13%
HNB
225
Huntington National Bank
Ohio
$6.92K -$2.38K -66 -21%

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.