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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$321M +$9.38M +259,820 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M +$42.5M +1,177,538 +15%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$195M +$52.3M +1,448,605 +27%
BlackRock
4
BlackRock
New York
$134M +$15.4M +426,943 +10%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$126M +$81.7M +2,263,815 +106%
Fidelity International
6
Fidelity International
Bermuda
$70.4M +$88.5M +2,451,626 New
SC
7
Sylebra Capital
California
$67.5M -$24M -664,507 -22%
VBA
8
Van Berkom & Associates
Quebec, Canada
$55.9M +$23.3M +644,815 +50%
AC
9
Armistice Capital
New York
$53.9M +$41.6M +1,153,418 +160%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$47.9M +$7.61M +210,836 +14%
First Trust Advisors
11
First Trust Advisors
Illinois
$46.9M +$10.2M +282,860 +21%
AFM
12
Anson Funds Management
Texas
$42.4M +$53.3M +1,476,744 New
State Street
13
State Street
Massachusetts
$38.2M +$1.06M +29,429 +2%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$35.1M +$20.7M +572,928 +88%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$34.8M -$2.59M -71,630 -6%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$34M -$14.7M -407,600 -26%
Morgan Stanley
17
Morgan Stanley
New York
$33.1M +$13.5M +375,394 +48%
Deutsche Bank
18
Deutsche Bank
Germany
$27.4M -$6.5M -180,102 -16%
Millennium Management
19
Millennium Management
New York
$26.2M +$20.9M +578,161 +174%
Fisher Asset Management
20
Fisher Asset Management
Washington
$21.9M +$3.56M +98,543 +15%
Artisan Partners
21
Artisan Partners
Wisconsin
$21.5M +$7.56M +209,436 +39%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$20.1M -$1.95M -54,023 -7%
RP
23
Riverbridge Partners
Minnesota
$18.9M -$1.52M -42,018 -6%
UBS Group
24
UBS Group
Switzerland
$18.3M -$2.2M -61,026 -9%
Axa
25
Axa
France
$17.4M -$1.33M -36,772 -6%

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.