FIVE9
FIVN
327 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 50 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 98
32% more call options, than puts
Call options by funds: $127M | Put options by funds: $96M
2.68% more ownership
Funds ownership: 99.25% → 101.93% (+2.7%)
8% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 50
2% less funds holding
Funds holding: 335 → 327 (-8)
19% less capital invested
Capital invested by funds: $5.82B → $4.73B (-$1.08B)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$107M |
| 2 |
Holocene Advisors
New York
|
+$49.5M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$37.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.5M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$23.6M |
Top Sellers
FIVN Hedge Fund Activity: Q3 2023 in Review
327 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2023, worth a combined $4.73B — down 19% from $5.82B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of FIVN and 46 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 134 added.
The largest buyer was Viking Global Investors, adding an estimated $107M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $56.8M sold.
- 327 institutional investors held FIVE9 (FIVN) as of Q3 2023, down from 335 in Q2 2023.
- Funds reported $4.73B of FIVE9 stock for Q3 2023, down 19% quarter-over-quarter.
- 46 funds opened new FIVE9 positions in Q3 2023 and 50 closed out, a net change of -4 holders.
- The largest FIVE9 buyer in Q3 2023 was Viking Global Investors, an estimated $107M added.
- The largest FIVE9 seller in Q3 2023 was Hood River Capital Management, an estimated $56.8M sold.
Based on aggregated 13F filings for Q3 2023.