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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
Point72 Asset Management
51
Point72 Asset Management
Connecticut
$23.7M +$20.1M +207,100 +190%
Jennison Associates
52
Jennison Associates
New York
$23.2M +$1.87M +19,245 +7%
SEI Investments
53
SEI Investments
Pennsylvania
$21.7M +$2.05M +21,081 +8%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$21.6M -$1.87M -19,262 -6%
TCP
55
ThornTree Capital Partners
Massachusetts
$20M +$6.04M +62,228 +31%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$16.6M +$3.95M +40,670 +23%
CGI
57
Calixto Global Investors
Florida
$16.4M -$2.06M -21,252 -9%
MAM
58
Melqart Asset Management
United Kingdom
$13.8M -$9.47M -97,496 -35%
KFO
59
Kopp Family Office
Minnesota
$13.1M +$68K +700 +0.4%
PCA
60
Prospect Capital Advisors
California
$12.8M +$248K +2,550 +2%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$12.7M +$16.4M +169,153 New
HRCM
62
Hood River Capital Management
Florida
$12.5M +$3.21M +33,079 +25%
Swiss National Bank
63
Swiss National Bank
Switzerland
$12.4M +$194K +2,000 +1%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$12.2M +$13.1M +135,213 +480%
SRFM
65
Shannon River Fund Management
New York
$11.8M -$3.85M -39,636 -20%
WCM Investment Management
66
WCM Investment Management
California
$11.8M +$2.18M +22,470 +17%
GS
67
Gagnon Securities
New York
$11.6M -$139K -1,426 -0.9%
CMG
68
Cavalry Management Group
California
$11.3M -$14.2M -145,833 -49%
Bank of America
69
Bank of America
North Carolina
$11.1M -$569K -5,858 -4%
Parnassus Investments
70
Parnassus Investments
California
$10.9M +$5.7M +58,669 +68%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$10.4M +$1.78M +18,363 +15%
APC
72
Alta Park Capital
California
$10.4M -$6.68M -68,796 -33%
CCA
73
Conestoga Capital Advisors
Pennsylvania
$9.95M +$424K +4,360 +3%
UI
74
Untitled Investments
New York
$9.32M -$5.45M -56,085 -31%
Victory Capital Management
75
Victory Capital Management
Texas
$9.04M -$12.8M -131,928 -52%
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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.