FIVE9
FIVN
332 hedge funds and large institutions have $6.41B invested in FIVE9 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 48 closing their positions.
85% more call options, than puts
Call options by funds: $120M | Put options by funds: $64.7M
18% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 116
1.51% more ownership
Funds ownership: 101.85% → 103.36% (+1.5%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
4% less funds holding
Funds holding: 347 → 332 (-15)
14% less capital invested
Capital invested by funds: $7.45B → $6.41B (-$1.04B)
25% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$119M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$84.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$74.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$71.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$148M |
| 2 |
Alkeon Capital Management
New York
|
-$110M |
| 3 |
CM
Corvex Management
New York
|
-$94.1M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$46M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$32.2M |
FIVN Hedge Fund Activity: Q2 2022 in Review
332 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2022, worth a combined $6.41B — down 14% from $7.45B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of FIVN and 36 opened new positions — a net loss of 12 holders — while 116 trimmed existing stakes and 137 added.
The largest buyer was Wasatch Advisors, adding an estimated $119M. The largest seller was Whale Rock Capital Management, cutting an estimated $148M.
- 332 institutional investors held FIVE9 (FIVN) as of Q2 2022, down from 347 in Q1 2022.
- Funds reported $6.41B of FIVE9 stock for Q2 2022, down 14% quarter-over-quarter.
- 36 funds opened new FIVE9 positions in Q2 2022 and 48 closed out, a net change of -12 holders.
- The largest FIVE9 buyer in Q2 2022 was Wasatch Advisors, an estimated $119M added.
- The largest FIVE9 seller in Q2 2022 was Whale Rock Capital Management, an estimated $148M sold.
Based on aggregated 13F filings for Q2 2022.