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FIVE9
FIVN

Overview Fund Activity

266 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, 94 increasing their positions, 90 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.85%
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
94
Reduced
90
Closed
77
Calls
$140M
Puts
$37M
Net Calls
+$103M
Net Calls Change
-$57.6M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$70.4M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$126M
3
AFM
Anson Funds Management
Texas
$42.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$195M
5
Vanguard Group
Vanguard Group
Pennsylvania
$259M

Top Sellers

1
WA
Wasatch Advisors
Utah
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.58M
4
SIMG
Stephens Investment Management Group
Texas
$0
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
201
AlphaQuest
New York
$94.9K +$94.9K +3,302 New
KBC Group
202
KBC Group
Belgium
$65K – – –
SAM
203
Shell Asset Management
Netherlands
$53K +$53K +1,859 New
FFA
204
Farther Finance Advisors
California
$46.3K -$25.2K -877 -35%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$42.2K +$5.75K +200 +16%
CF
206
Corebridge Financial
Texas
$40.4K -$1.47K -51 -3%
SCM
207
Sterling Capital Management
North Carolina
$38.3K +$38.3K +1,332 New
PA
208
Parallel Advisors
California
$36.2K +$7.24K +252 +25%
Osaic Holdings
209
Osaic Holdings
Arizona
$33.2K -$7.01K -244 -17%
S
210
SignatureFD
Georgia
$29.8K +$28.3K +984 +1,892%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$29K +$5.48K +193 +23%
BIG
212
Brooklyn Investment Group
New York
$22.5K +$22.5K +783 New
FIA
213
FNY Investment Advisers
New York
$21K +$21K +750 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$20.7K – – –
C
215
Covestor
United Kingdom
$20K +$11.3K +397 +131%
BAM
216
Byrne Asset Management
New Jersey
$15.8K +$7.18K +250 +83%
WT
217
Whittier Trust
California
$15K – – –
AAM
218
Advisors Asset Management
Colorado
$11.6K -$7.18K -250 -38%
LC
219
Lindbrook Capital
California
$9.6K +$5.17K +180 +117%
PPC
220
Park Place Capital
Alabama
$8.39K -$230 -8 -3%
FHA
221
First Horizon Advisors
Tennessee
$7.9K -$1.21K -42 -13%
HNB
222
Huntington National Bank
Ohio
$6.93K -$1.9K -66 -21%
PI
223
PEAK6 Investments
Illinois
$6.61K -$109K -3,796 -94%
GI
224
GAMMA Investing
California
$6.35K +$689 +24 +12%
SAM
225
Smartleaf Asset Management
Massachusetts
$6.12K +$4.28K +149 +233%
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