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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
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$28M -$6.9M -68,228 -18%
CMG
52
Cavalry Management Group
California
$27M +$14.5M +143,706 +94%
Jennison Associates
53
Jennison Associates
New York
$26.5M -$8.27M -81,735 -22%
MAM
54
Melqart Asset Management
United Kingdom
$25.7M -$13.1M -129,748 -32%
SEI Investments
55
SEI Investments
Pennsylvania
$24.4M +$19M +187,563 +232%
Marshall Wace
56
Marshall Wace
United Kingdom
$24.3M -$11.6M -114,976 -30%
Victory Capital Management
57
Victory Capital Management
Texas
$23M +$1.18M +11,664 +5%
VEPM
58
Vista Equity Partners Management
California
$22.1M +$9.82M +97,047 +67%
CGI
59
Calixto Global Investors
Florida
$21.9M -$1.75M -17,338 -7%
BCPEMI
60
Bain Capital Public Equity Management II
Massachusetts
$21.4M +$23.8M +235,067 New
APC
61
Alta Park Capital
California
$18.9M -$18.8M -185,440 -47%
TCP
62
ThornTree Capital Partners
Massachusetts
$18.6M -$2.67M -26,436 -11%
SRFM
63
Shannon River Fund Management
New York
$18M -$2.04M -20,206 -9%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$16.5M +$1.04M +10,302 +6%
UI
65
Untitled Investments
New York
$16.4M -$2.94M -29,070 -14%
Alyeska Investment Group
66
Alyeska Investment Group
Illinois
$16.3M -$2.39M -23,638 -12%
KFO
67
Kopp Family Office
Minnesota
$15.9M +$826K +8,168 +5%
PCA
68
Prospect Capital Advisors
California
$15.4M +$1.04M +10,280 +6%
Swiss National Bank
69
Swiss National Bank
Switzerland
$14.8M +$202K +2,000 +1%
GS
70
Gagnon Securities
New York
$14.2M +$314K +3,102 +2%
Bank of America
71
Bank of America
North Carolina
$14.1M -$24.2M -239,408 -61%
SFM
72
Sphera Funds Management
Israel
$12.8M +$11.3M +111,269 +375%
WCM Investment Management
73
WCM Investment Management
California
$12.3M +$9.61K +95 +0.1%
HRCM
74
Hood River Capital Management
Florida
$12.1M +$13.5M +133,108 New
CCA
75
Conestoga Capital Advisors
Pennsylvania
$11.7M -$64.2K -635 -0.5%

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.