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335 hedge funds and large institutions have $5.32B invested in FIVE9 in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $45.2M | Put options by funds: $29.2M

35% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 105

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

1% more funds holding

Funds holding: 332335 (+3)

1.31% less ownership

Funds ownership: 103.36%102.05% (-1.3%)

17% less capital invested

Capital invested by funds: $6.41B → $5.32B (-$1.09B)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
5.77%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.26%
New
49
Increased
142
Reduced
105
Closed
44
Calls
$45.2M
Puts
$29.2M
Net Calls
+$16M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$378K -$6.12K -63 -1%
TRCT
227
Tower Research Capital (TRC)
New York
$361K -$30.1K -310 -6%
SIA
228
Schechter Investment Advisors
Michigan
$361K -$17.5K -180 -4%
CGH
229
Crossmark Global Holdings
Texas
$345K +$7.96K +82 +2%
LFAS
230
Level Four Advisory Services
Texas
$343K -$49.4K -509 -10%
WIC
231
Water Island Capital
New York
$322K -$12.9K -133 -3%
MIM
232
MetLife Investment Management
New Jersey
$321K +$291 +3 +0.1%
KBC Group
233
KBC Group
Belgium
$318K +$54.4K +560 +15%
VCA
234
Verdence Capital Advisors
Maryland
$312K +$5.05K +52 +1%
ECM
235
ExodusPoint Capital Management
New York
$306K +$396K +4,077 New
NC
236
NinePointTwo Capital
California
$300K +$389K +4,009 New
VF
237
Virtu Financial
New York
$299K -$673K -6,927 -63%
IB
238
Intrust Bank
Kansas
$290K -$4.66K -48 -1%
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K +$1.07K +11 +0.3%
LNWWM
240
Laird Norton Wetherby Wealth Management
California
$276K -$13K -134 -4%
Prudential Financial
241
Prudential Financial
New Jersey
$276K +$4.95K +51 +1%
Holocene Advisors
242
Holocene Advisors
New York
$263K -$4.84M -49,798 -93%
Comerica Bank
243
Comerica Bank
Texas
$259K -$7.38K -76 -2%
IWA
244
Icon Wealth Advisors
Texas
$252K +$326K +3,359 New
Simplex Trading
245
Simplex Trading
Illinois
$251K -$936K -9,640 -74%
MAP
246
Moody Aldrich Partners
Massachusetts
$249K +$51.3K +528 +19%
OWM
247
OneAscent Wealth Management
Alabama
$244K +$3.59K +37 +1%
SHGA
248
Sand Hill Global Advisors
California
$242K
RJT
249
Raymond James Trust
Florida
$235K +$61K +628 +25%
XT
250
XTX Topco
Cayman Islands
$232K +$301K +3,096 New

FIVN Hedge Fund Activity: Q3 2022 in Review

335 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2022, worth a combined $5.32B — down 17% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FIVN positions and 44 closed out — a net gain of 5 holders — while 142 added to existing stakes and 105 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $109M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $84.2M sold.

  • 335 institutional investors held FIVE9 (FIVN) as of Q3 2022, up from 332 in Q2 2022.
  • Funds reported $5.32B of FIVE9 stock for Q3 2022, down 17% quarter-over-quarter.
  • 49 funds opened new FIVE9 positions in Q3 2022 and 44 closed out, a net change of +5 holders.
  • The largest FIVE9 buyer in Q3 2022 was AllianceBernstein, an estimated $109M added.
  • The largest FIVE9 seller in Q3 2022 was 1832 Asset Management, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2022.