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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$481M +$201M +3,861,611 +55%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$20.4M +392,630 +5%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$235M -$676K -13,006 -0.2%
BlackRock
4
BlackRock
New York
$186M -$19.6M -376,760 -8%
WA
5
Wasatch Advisors
Utah
$166M +$16M +307,943 +9%
SC
6
Sylebra Capital
California
$133M +$34.6M +666,681 +28%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$94.2M +$36.4M +701,042 +49%
AllianceBernstein
8
AllianceBernstein
Tennessee
$91.3M -$11.2M -215,920 -9%
Viking Global Investors
9
Viking Global Investors
Connecticut
$76.5M -$89.3M -1,717,724 -50%
Ameriprise
10
Ameriprise
Minnesota
$72.2M +$17.1M +329,964 +25%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$70.1M -$8.43M -162,230 -9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$64.3M +$21.1M +406,188 +39%
First Trust Advisors
13
First Trust Advisors
Illinois
$59.5M +$10M +192,636 +17%
State Street
14
State Street
Massachusetts
$57.3M +$2.57M +49,404 +4%
VBA
15
Van Berkom & Associates
Quebec, Canada
$57.3M +$23.2M +446,151 +52%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$56.6M +$3.75M +72,152 +6%
Deutsche Bank
17
Deutsche Bank
Germany
$50M +$32.2M +619,870 +120%
N
18
Nuveen
North Carolina
$45.6M -$7.89M -151,762 -13%
Norges Bank
19
Norges Bank
Norway
$41M -$2.62M -50,392 -5%
SIMG
20
Stephens Investment Management Group
Texas
$39.4M -$929K -17,879 -2%
EAM
21
Eagle Asset Management
Florida
$38.1M -$8.66M -166,648 -16%
Morgan Stanley
22
Morgan Stanley
New York
$34.2M +$8.21M +158,040 +26%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$33.2M +$30.3M +584,100 +346%
AC
24
Armistice Capital
New York
$31.9M +$13.6M +261,476 +57%
RP
25
Riverbridge Partners
Minnesota
$30.9M -$3.09M -59,558 -8%

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.