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FIVE9
FIVN

326 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.3M

14% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 107

4.72% more ownership

Funds ownership: 102.05% → 106.77% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

4% less capital invested

Capital invested by funds: $5.32B → $5.11B (-$209M)

5% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 73

3% less funds holding

Funds holding: 335 → 326 (-9)

Holders
326
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
69
Increased
122
Reduced
107
Closed
73
Calls
$116M
Puts
$75.3M
Net Calls
+$41M
Net Calls Change
+$25.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$177M
2
Morgan Stanley
Morgan Stanley
New York
+$104M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$92.9M
4
N
Natixis
France
+$63.3M
5
SCH
Sylebra Capital (HK)
Hong Kong
+$52.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.5M
3
SM
SCGE Management
California
-$70.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$66.6M
5
DCM
Dorsal Capital Management
California
-$65M
Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
351
Echo Street Capital Management
New York
– -$1.24M -16,475 Closed
EGM
352
Engineers Gate Manager
New York
– -$1.22M -16,243 Closed
Squarepoint
353
Squarepoint
New York
– -$1.18M -15,744 Closed
D.E. Shaw & Co
354
D.E. Shaw & Co
New York
– -$1.13M -15,000 Closed
Baird Financial Group
355
Baird Financial Group
Wisconsin
– -$1.09M -14,485 Closed
ACM
356
AlphaCrest Capital Management
New York
– -$1.02M -13,578 Closed
RI
357
Redwood Investments
Massachusetts
– -$993K -13,240 Closed
SOADOR
358
State of Alaska Department of Revenue
Alaska
– -$974K -13,001 Closed
Verition Fund Management
359
Verition Fund Management
Connecticut
– -$963K -12,842 Closed
MAG
360
Millrace Asset Group
Pennsylvania
– -$941K -12,549 Closed
CIC
361
Cornercap Investment Counsel
Georgia
– -$893K -11,916 Closed
JIC
362
Johnson Investment Counsel
Ohio
– -$891K -11,889 Closed
FC
363
FORA Capital
Florida
– -$762K -10,165 Closed
WMSA
364
Weiss Multi-Strategy Advisers
New York
– -$750K -10,000 Closed
PFO
365
Pathstone Family Office
New Jersey
– -$731K -9,756 Closed
Calamos Advisors
366
Calamos Advisors
Illinois
– -$715K -9,542 Closed
YIH
367
Y-Intercept (HK)
Hong Kong
– -$701K -9,350 Closed
CF
368
CNA Financial
Illinois
– -$606K -8,080 Closed
PP
369
PDT Partners
New York
– -$553K -7,380 Closed
PCM
370
Prelude Capital Management
New York
– -$491K -6,550 Closed
FAM
371
Fred Alger Management
New York
– -$480K -6,408 Closed
BAM
372
Blueshift Asset Management
New Jersey
– -$478K -6,372 Closed
Group One Trading
373
Group One Trading
Illinois
– -$352K -5,607 Closed
IAIM
374
Industrial Alliance Investment Management
Quebec, Canada
– -$385K -5,130 Closed
BGIM
375
Boussard & Gavaudan Investment Management
United Kingdom
– -$359 -4,641 Closed
12 13 14
15
16

FIVN Hedge Fund Activity: Q4 2022 in Review

326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2022, worth a combined $5.11B — down 3.9% from $5.32B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of FIVN and 69 opened new positions — a net loss of 4 holders — while 107 trimmed existing stakes and 122 added.

The largest buyer was BlackRock, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.

  • 326 institutional investors held FIVE9 (FIVN) as of Q4 2022, down from 335 in Q3 2022.
  • Funds reported $5.11B of FIVE9 stock for Q4 2022, down 3.9% quarter-over-quarter.
  • 69 funds opened new FIVE9 positions in Q4 2022 and 73 closed out, a net change of -4 holders.
  • The largest FIVE9 buyer in Q4 2022 was BlackRock, an estimated $177M added.
  • The largest FIVE9 seller in Q4 2022 was T. Rowe Price Associates, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.