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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
EP
76
Edgestream Partners
New Jersey
$8.35M +$10.8M +111,393 New
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$8.35M +$110K +1,130 +1%
Capital Fund Management (CFM)
78
Capital Fund Management (CFM)
France
$8.31M +$3.11M +31,991 +41%
CSS
79
Cubist Systematic Strategies
Connecticut
$8.13M +$8.03M +82,635 +321%
TP
80
Teca Partners
Texas
$8.04M +$177K +1,825 +2%
NIP
81
Nicholas Investment Partners
California
$8.02M +$3.5M +36,008 +51%
RJA
82
Raymond James & Associates
Florida
$7.28M +$845K +8,694 +10%
UBS AM
83
UBS AM
Illinois
$7.13M -$252K -2,595 -3%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.73M +$26.5K +273 +0.3%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$6.69M -$3.53M -36,309 -29%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$6.54M -$140K -1,446 -2%
Wells Fargo
87
Wells Fargo
California
$6.34M -$47.2K -486 -0.6%
PC
88
Pier Capital
Connecticut
$6.31M +$1.57M +16,133 +24%
EAM
89
EULAV Asset Management
Florida
$6.29M – – –
BL
90
BWCP LP
Texas
$6.23M +$2.35M +24,173 +41%
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$6.17M -$2.66M -27,418 -25%
CCM
92
Cinctive Capital Management
New York
$6.16M +$7.97M +82,093 New
CRC
93
Curi RMB Capital
Illinois
$6.15M +$207K +2,131 +3%
GIP
94
Granite Investment Partners
California
$6.02M +$2.6M +26,734 +50%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$5.99M +$5.21M +53,603 +204%
GA
96
Gagnon Advisors
New York
$5.93M -$1.01M -10,350 -12%
GIPM
97
G2 Investment Partners Management
New York
$5.89M -$1.39M -14,311 -15%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$5.84M +$23.3K +240 +0.3%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$5.68M -$810K -8,338 -10%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$5.43M +$357K +3,671 +5%
2 3
4
5 6

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.