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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$367M -$76.4M -2,118,623 -19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$362M -$3.25M -90,006 -1%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$268M -$7.15M -198,126 -3%
BlackRock
4
BlackRock
New York
$200M +$9.68M +268,525 +6%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$129M -$43.9M -1,216,841 -28%
Ameriprise
6
Ameriprise
Minnesota
$97.4M +$67.3M +1,867,137 +353%
SC
7
Sylebra Capital
California
$95.7M +$163K +4,532 +0.2%
Norges Bank
8
Norges Bank
Norway
$81.3M +$70.4M +1,950,861 +3,970%
AC
9
Armistice Capital
New York
$80.1M +$3.4M +94,207 +5%
VBA
10
Van Berkom & Associates
Quebec, Canada
$76.2M -$2.53M -70,019 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$72.5M +$21.7M +601,348 +51%
UBS Group
12
UBS Group
Switzerland
$67.3M +$36.7M +1,017,404 +159%
First Trust Advisors
13
First Trust Advisors
Illinois
$63.7M -$2.28M -63,320 -4%
State Street
14
State Street
Massachusetts
$54.6M +$463K +12,824 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$53.6M +$3.8M +105,265 +9%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$51.1M +$45.3M +1,256,412 New
Citadel Advisors
17
Citadel Advisors
Florida
$48.1M +$34.1M +945,216 +395%
Morgan Stanley
18
Morgan Stanley
New York
$39.8M -$6.2M -171,766 -15%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$35.9M +$6.62M +183,681 +26%
AFM
20
Anson Funds Management
Texas
$31.4M -$25.4M -703,958 -48%
Fisher Asset Management
21
Fisher Asset Management
Washington
$30.9M -$59.8K -1,658 -0.2%
Deutsche Bank
22
Deutsche Bank
Germany
$30.3M -$7.56M -209,502 -22%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$29.9M -$33.6M -932,390 -56%
Artisan Partners
24
Artisan Partners
Wisconsin
$29.7M -$673K -18,668 -2%
UBS AM
25
UBS AM
Illinois
$27.7M +$17.8M +493,709 +261%

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.