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FIVE9
FIVN

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: 332 → 335 (+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: 24 → 15 (-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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.2M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$53.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$32.4M
5
American Century Companies
American Century Companies
Missouri
+$30.7M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$84.2M
2
PCH
Polar Capital Holdings
United Kingdom
-$58.8M
3
SM
SCGE Management
California
-$58.1M
4
CM
Corvex Management
New York
-$53.5M
5
DCM
Driehaus Capital Management
Illinois
-$40.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
26
Tremblant Capital Group
Florida
$59.4M -$12.4M -127,397 -14%
Deutsche Bank
27
Deutsche Bank
Germany
$56M +$7.06M +72,632 +11%
Norges Bank
28
Norges Bank
Norway
$55.2M +$10.4M +106,735 +17%
PWAM
29
Park West Asset Management
California
$49.8M -$8.68M -89,306 -12%
RP
30
Riverbridge Partners
Minnesota
$48.3M +$5.92M +60,987 +10%
N
31
Nuveen
North Carolina
$45.7M -$4.12M -42,448 -7%
SI
32
SQN Investors
California
$43.3M +$1.14M +11,686 +2%
SIMG
33
Stephens Investment Management Group
Texas
$41.3M +$1.33M +13,682 +3%
Invesco
34
Invesco
Georgia
$39.5M +$798K +8,210 +2%
ClearBridge Investments
35
ClearBridge Investments
New York
$38.8M +$146K +1,501 +0.3%
Axa
36
Axa
France
$35.7M +$282K +2,908 +0.6%
Morgan Stanley
37
Morgan Stanley
New York
$33.7M -$34.2M -351,959 -44%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$33.3M +$1.04M +10,696 +3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$32.9M +$2.65M +27,260 +7%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$31.3M +$9.82M +101,114 +32%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$31.1M -$16.1M -165,846 -29%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$30.6M +$2.01M +20,734 +5%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$29.8M -$688K -7,084 -2%
Charles Schwab
44
Charles Schwab
California
$29.6M +$553K +5,688 +1%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$28.3M +$2.49M +25,632 +7%
American Century Companies
46
American Century Companies
Missouri
$27.6M +$30.7M +316,332 +605%
T. Rowe Price Investment Management
47
T. Rowe Price Investment Management
Maryland
$27.6M +$35.8M +368,073 New
VEPM
48
Vista Equity Partners Management
California
$27.3M +$11.8M +121,595 +50%
BCPEMI
49
Bain Capital Public Equity Management II
Massachusetts
$27.1M +$12.2M +126,025 +54%
Northern Trust
50
Northern Trust
Illinois
$26.2M +$11.7K +120 +0%
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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.