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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
PCH
276
Polar Capital Holdings
United Kingdom
$46K -$58.8M -605,412 -50%
HWMA
277
Heritage Wealth Management (Arizona)
Arizona
$45K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$43K +$50.1K +516 +846%
O
279
Ossiam
France
$43K +$55.1K +567 New
WT
280
Whittier Trust
California
$39K
RA
281
Resolute Advisors
California
$36K +$46.2K +476 New
MIFH
282
Migdal Insurance & Financial Holdings
Israel
$30K -$1.36K -14 -3%
ACM
283
Advent Capital Management
New York
$26K
NFSG
284
Newbridge Financial Services Group
Florida
$25K
LC
285
Lindbrook Capital
California
$24K -$291 -3 -0.9%
AWM
286
AllSquare Wealth Management
New York
$21K
HIIFS
287
Harel Insurance Investments & Financial Services
Israel
$20K -$1.26K -13 -5%
PMFA
288
Plante Moran Financial Advisors
Michigan
$19K
FHA
289
First Horizon Advisors
Tennessee
$18K -$2.04K -21 -7%
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$18K
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$18K
HNB
292
Huntington National Bank
Ohio
$17K +$2.62K +27 +14%
GWM
293
Geneos Wealth Management
Colorado
$16K
UB
294
UMB Bank
Missouri
$15K -$4.95K -51 -20%
S
295
SignatureFD
Georgia
$14K -$24.5K -252 -58%
IA
296
IFP Advisors
Florida
$14K +$389 +4 +3%
AWM
297
Abound Wealth Management
Tennessee
$13.4K +$17.4K +179 New
GRP
298
Global Retirement Partners
California
$13K -$680 -7 -3%
CFGS
299
Concourse Financial Group Securities
Alabama
$13K +$1.26K +13 +8%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$12K -$14.1K -145 -46%

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.