FIVE9
FIVN
335 hedge funds and large institutions have $5.82B invested in FIVE9 in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 64 closing their positions.
104% more call options, than puts
Call options by funds: $222M | Put options by funds: $109M
24% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 102
12% more capital invested
Capital invested by funds: $5.18B → $5.82B (+$633M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
5% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 64
1% less funds holding
Funds holding: 339 → 335 (-4)
1.33% less ownership
Funds ownership: 100.58% → 99.25% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$146M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$81.9M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$34.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$32M |
| 5 |
JP Morgan Chase
New York
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$186M |
| 2 |
SEP
Soma Equity Partners
San Francisco,
California
|
-$79.5M |
| 3 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$68.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.1M |
| 5 |
ClearBridge Investments
New York
|
-$37.5M |
FIVN Hedge Fund Activity: Q2 2023 in Review
335 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2023, worth a combined $5.82B — up 12% from $5.18B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of FIVN and 61 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 126 added.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $146M. The largest seller was BlackRock, cutting an estimated $186M.
- 335 institutional investors held FIVE9 (FIVN) as of Q2 2023, down from 339 in Q1 2023.
- Funds reported $5.82B of FIVE9 stock for Q2 2023, up 12% quarter-over-quarter.
- 61 funds opened new FIVE9 positions in Q2 2023 and 64 closed out, a net change of -3 holders.
- The largest FIVE9 buyer in Q2 2023 was Viking Global Investors, an estimated $146M added.
- The largest FIVE9 seller in Q2 2023 was BlackRock, an estimated $186M sold.
Based on aggregated 13F filings for Q2 2023.