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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$83.3M +$777K +7,679 +0.8%
Morgan Stanley
27
Morgan Stanley
New York
$73.1M +$22.2M +219,697 +38%
PWAM
28
Park West Asset Management
California
$68.7M +$25.6M +253,400 +51%
Deutsche Bank
29
Deutsche Bank
Germany
$61.5M -$12.2M -120,384 -15%
N
30
Nuveen
North Carolina
$59.4M +$18.5M +182,582 +39%
Norges Bank
31
Norges Bank
Norway
$57.3M +$5.29M +52,334 +9%
CM
32
Corvex Management
New York
$53.5M -$94.1M -930,206 -61%
RP
33
Riverbridge Partners
Minnesota
$53.2M +$31.1M +306,982 +111%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$52.9M -$2.07M -20,451 -3%
SI
35
SQN Investors
California
$51.5M +$13.2M +130,649 +30%
SIMG
36
Stephens Investment Management Group
Texas
$49M +$37K +366 +0.1%
Invesco
37
Invesco
Georgia
$47.2M +$1.07M +10,623 +2%
ClearBridge Investments
38
ClearBridge Investments
New York
$47M +$289K +2,854 +0.6%
Axa
39
Axa
France
$43.1M -$145K -1,438 -0.3%
DCM
40
Driehaus Capital Management
Illinois
$40.4M +$29.4M +290,428 +190%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$38.7M +$1.92M +18,942 +5%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$37.5M +$3.74M +36,988 +10%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$36.9M +$2.9M +28,632 +8%
Charles Schwab
44
Charles Schwab
California
$35.5M +$1.57M +15,486 +4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$35.3M +$14.4M +142,574 +58%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$32M +$1.26M +12,447 +4%
Northern Trust
47
Northern Trust
Illinois
$31.9M +$1.31M +12,927 +4%
WRCM
48
Whale Rock Capital Management
Massachusetts
$30.5M -$148M -1,465,953 -81%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$28.9M -$232K -2,289 -0.7%
Millennium Management
50
Millennium Management
New York
$28.4M +$20.7M +204,501 +191%

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.