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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$11.4M +$4.22M +41,711 +50%
Citigroup
77
Citigroup
New York
$11.1M -$1.7M -16,849 -12%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$11M -$403K -3,984 -3%
FDC
79
Flight Deck Capital
California
$10.5M +$405K +4,000 +4%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$10M +$1.26M +12,416 +13%
Dimensional Fund Advisors
81
Dimensional Fund Advisors
Texas
$9.99M +$1.46M +14,433 +15%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$9.93M +$4.27M +42,200 +63%
TP
83
Teca Partners
Texas
$9.61M
WP
84
Woodline Partners
California
$9.37M +$10.4M +102,839 New
UBS AM
85
UBS AM
Illinois
$8.9M +$664K +6,568 +7%
GIPM
86
G2 Investment Partners Management
New York
$8.46M -$1.97M -19,500 -17%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.15M +$1.99M +19,678 +28%
GA
88
Gagnon Advisors
New York
$8.15M
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$8.09M +$171K +1,694 +2%
RJA
90
Raymond James & Associates
Florida
$8.06M +$2.77M +27,357 +45%
Parnassus Investments
91
Parnassus Investments
California
$7.92M -$11.2M -110,889 -56%
Wells Fargo
92
Wells Fargo
California
$7.75M -$16.9M -167,466 -66%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$7.74M -$2.08M -20,601 -20%
EAM
94
EULAV Asset Management
Florida
$7.65M
CRC
95
Curi RMB Capital
Illinois
$7.28M -$51.7K -511 -0.6%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$7.19M -$3.06M -30,278 -28%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$7.08M +$34.2K +338 +0.4%
AAP
98
Ardsley Advisory Partners
Connecticut
$6.93M -$491K -4,850 -6%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$6.75M -$4.4M -43,510 -37%
MOACM
100
Mutual of America Capital Management
New York
$6.69M +$547K +5,412 +8%

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.