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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
RTC
301
Riverview Trust Company
Washington
$12K
C
302
Covestor
United Kingdom
$10K +$4.35K +43 +66%
Bessemer Group
303
Bessemer Group
New Jersey
$10K +$10.8K +107 New
HFM
304
Harvest Fund Management
China
$9K
CA
305
CoreCap Advisors
Michigan
$8K +$8.8K +87 New
STCOSD
306
Sageworth Trust Company of South Dakota
South Dakota
$7K +$708 +7 +10%
EI
307
Ellevest Inc
New York
$7K +$6.07K +60 +400%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$6K -$15.4K -152 -71%
AC
309
Armistice Capital
New York
$5.92K +$6.58M +65,000 New
APA
310
American Portfolios Advisors
New York
$5.47K
VCM
311
Versant Capital Management
Arizona
$5K -$303 -3 -5%
RMC
312
Resources Management Corp
Connecticut
$5K
GWSG
313
GPS Wealth Strategies Group
Colorado
$5K +$1.62K +16 +36%
CWM
314
Curi Wealth Management
North Carolina
$4K
EARNEST Partners
315
EARNEST Partners
Georgia
$4K
SWM
316
Spire Wealth Management
Virginia
$4K
CA
317
Crewe Advisors
Utah
$3K +$3.04K +30 New
WPA
318
West Paces Advisors
Georgia
$2.83K
FF
319
FourThought Financial
Florida
$2K
GWS
320
Glassman Wealth Services
Virginia
$2K
SPIA
321
Steward Partners Investment Advisory
New York
$1K -$1.42K -14 -64%
MAM
322
Meeder Asset Management
Ohio
$1K -$1.31K -13 -62%
CA
323
Clearstead Advisors
Ohio
$1K
IFAM
324
Institutional & Family Asset Management
Colorado
$1K +$708 +7 New
MF
325
Magnetar Financial
Illinois
$206 +$229K +2,262 New

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.