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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
RTC
301
Riverview Trust Company
Washington
$12K +$2.43K +25 +18%
TWC
302
TD Waterhouse Canada
Ontario, Canada
$11.2K -$1.07K -11 -9%
VCM
303
Versant Capital Management
Arizona
$11K +$8.94K +92 +164%
EWM
304
Endurance Wealth Management
Rhode Island
$10K
Bessemer Group
305
Bessemer Group
New Jersey
$10K +$1.85K +19 +18%
PA
306
Parallel Advisors
California
$9K -$7.67K -79 -40%
C
307
Covestor
United Kingdom
$8K
EI
308
Ellevest Inc
New York
$8K +$3.21K +33 +44%
HFM
309
Harvest Fund Management
China
$7K -$1.26K -13 -13%
WFA
310
Wipfli Financial Advisors
Wisconsin
$6K +$8.16K +84 New
DFCM
311
Dark Forest Capital Management
Puerto Rico
$5K +$6.22K +64 New
APA
312
American Portfolios Advisors
New York
$4.5K
GWSG
313
GPS Wealth Strategies Group
Colorado
$4K
EWA
314
EverSource Wealth Advisors
Alabama
$4K +$4.76K +49 New
QCG
315
Quadrant Capital Group
Ohio
$3K -$21.1K -217 -85%
SWM
316
Spire Wealth Management
Virginia
$3K -$97 -1 -3%
EARNEST Partners
317
EARNEST Partners
Georgia
$3K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$3K +$4.18K +43 +2,150%
CA
319
Crewe Advisors
Utah
$2K
FF
320
FourThought Financial
Florida
$2K
CAL
321
Capital Advisors Ltd
Ohio
$2K +$2.72K +28 New
SFO
322
Standard Family Office
South Dakota
$2K +$3.11K +32 New
GEA
323
Glen Eagle Advisors
New Jersey
$1.73K +$2.23K +23 New
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$1.62K -$24.7M -253,983 -93%
STCOSD
325
Sageworth Trust Company of South Dakota
South Dakota
$1K -$6.61K -68 -91%

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.