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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.

New
Increased
Maintained
Reduced
Closed

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: 2524 (-1)

4% less funds holding

Funds holding: 347332 (-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

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.59%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.4%
New
36
Increased
137
Reduced
116
Closed
48
Calls
$120M
Puts
$64.7M
Net Calls
+$55M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Advent Capital Management
New York
$32K +$35.1K +347 New
NFSG
277
Newbridge Financial Services Group
Florida
$31K -$8.9K -88 -21%
PCG
278
Private Capital Group
Connecticut
$29K -$101 -1 -0.3%
LC
279
Lindbrook Capital
California
$29K +$30K +297 +1,142%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$28K +$13.3K +131 +72%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$27.9K +$1.88M +18,536 +7%
CG
282
Cutler Group
California
$27K -$754K -7,455 -96%
AWM
283
AllSquare Wealth Management
New York
$26K
HIIFS
284
Harel Insurance Investments & Financial Services
Israel
$25K -$12.7K -126 -31%
FHA
285
First Horizon Advisors
Tennessee
$25K +$26.5K +262 +1,248%
UB
286
UMB Bank
Missouri
$24K
PMFA
287
Plante Moran Financial Advisors
Michigan
$23K
QCG
288
Quadrant Capital Group
Ohio
$23K +$22.4K +221 +650%
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$22K -$1.15M -11,368 -98%
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$22K
GWM
291
Geneos Wealth Management
Colorado
$20K
GRP
292
Global Retirement Partners
California
$20K
HNB
293
Huntington National Bank
Ohio
$18K -$5.67K -56 -22%
PA
294
Parallel Advisors
California
$18K +$7.79K +77 +65%
EC
295
Elequin Capital
New York
$16K +$303 +3 +2%
TWA
296
TCI Wealth Advisors
Arizona
$16K +$506 +5 +3%
CFGS
297
Concourse Financial Group Securities
Alabama
$15K -$1.52K -15 -8%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$14.1K +$1.11K +11 +10%
EWM
299
Endurance Wealth Management
Rhode Island
$13K
IA
300
IFP Advisors
Florida
$13K

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.