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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
PMAM
251
Picton Mahoney Asset Management
Ontario, Canada
$231K -$19.4K -200 -6%
EWA
252
Encompass Wealth Advisors
Oregon
$229K
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$221K
MCM
254
MAI Capital Management
Ohio
$219K +$11.6K +119 +4%
DCM
255
Dimension Capital Management
Florida
$218K
WE
256
Wealth Effects
Massachusetts
$216K -$191K -1,970 -41%
CWM
257
Concentric Wealth Management
California
$216K
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$216K +$5.93K +61 +2%
GCP
259
GSA Capital Partners
United Kingdom
$216K +$279K +2,876 New
CC
260
Centiva Capital
New York
$210K +$29.5K +304 +12%
MIH
261
Meitav Investment House
Israel
$205K
OFS
262
OneAscent Financial Services
Alabama
$204K -$3.98K -41 -1%
TC
263
TownSquare Capital
Utah
$202K +$389 +4 +0.1%
SI
264
Stephens Inc
Arkansas
$159K +$11.9K +122 +6%
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$157K -$583K -6,000 -74%
EDRH
266
Edmond de Rothschild Holding
Switzerland
$146K +$2.91K +30 +2%
QT
267
Quantbot Technologies
New York
$125K +$163K +1,673 New
SOW
268
State of Wyoming
Wyoming
$104K +$63.2K +651 +88%
AAM
269
Advisors Asset Management
Colorado
$90K -$10.8K -111 -8%
AIG
270
American International Group
New York
$81K +$389 +4 +0.4%
Lazard Asset Management
271
Lazard Asset Management
New York
$81K +$69K +710 +187%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$62K +$7.09K +73 +10%
HCM
273
Highlander Capital Management
New Jersey
$56K
LSA
274
Leonteq Securities AG
Switzerland
$55.4K
Walleye Trading
275
Walleye Trading
New York
$54K +$69.7K +718 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.