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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
PHK
351
Point72 Hong Kong
Hong Kong
-$817K -8,960 Closed
AG
352
Algert Global
California
-$626K -6,869 Closed
VPIM
353
Vanguard Personalized Indexing Management
California
-$582K -6,391 Closed
QIM
354
Quantitative Investment Management
Virginia
-$478K -5,253 Closed
MSRPS
355
Maryland State Retirement & Pension System
Maryland
-$464K -5,088 Closed
FA
356
FDx Advisors
Illinois
-$462K -5,072 Closed
Nisa Investment Advisors
357
Nisa Investment Advisors
Missouri
-$383K -4,200 Closed
JWS
358
Juncture Wealth Strategies
Arizona
-$374K -4,101 Closed
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
-$331K -3,633 Closed
QCM
360
Quantinno Capital Management
New York
-$246K -2,696 Closed
ProShare Advisors
361
ProShare Advisors
Maryland
-$237K -2,601 Closed
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
-$235K -2,574 Closed
SFS
363
Stiles Financial Services
Minnesota
-$218K -2,390 Closed
AIM
364
ARK Investment Management
Florida
-$154K -1,593 Closed
NICM
365
Neo Ivy Capital Management
New York
-$42K -470 Closed
CG
366
Cutler Group
California
-$29.1K -300 Closed
TWA
367
TCI Wealth Advisors
Arizona
-$16K -181 Closed
EC
368
Elequin Capital
New York
-$16K -175 Closed
CA
369
CoreCap Advisors
Michigan
-$8K -87 Closed
RMC
370
Resources Management Corp
Connecticut
-$5K -56 Closed
CWM
371
Curi Wealth Management
North Carolina
-$4K -41 Closed
WPA
372
West Paces Advisors
Georgia
-$2.83K -31 Closed
SPIA
373
Steward Partners Investment Advisory
New York
-$1K -8 Closed
MAM
374
Meeder Asset Management
Ohio
-$389 -4 -50%
NC
375
NewSquare Capital
Pennsylvania
-$97 -1 -25%

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.