FIVE9
FIVN
339 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 44 closing their positions.
246% more call options, than puts
Call options by funds: $137M | Put options by funds: $39.7M
45% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 44
40% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 97
4% more funds holding
Funds holding: 326 → 339 (+13)
1% more capital invested
Capital invested by funds: $5.11B → $5.18B (+$75.2M)
6.2% less ownership
Funds ownership: 106.77% → 100.58% (-6.2%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$108M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$53.7M |
| 3 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$50.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$45.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$108M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$90.4M |
| 3 |
Morgan Stanley
New York
|
-$90.1M |
| 4 |
CAM
Contour Asset Management
New York
|
-$85.2M |
| 5 |
Goldman Sachs
New York
|
-$73.8M |
FIVN Hedge Fund Activity: Q1 2023 in Review
339 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2023, worth a combined $5.18B — up 1.5% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new FIVN positions and 44 closed out — a net gain of 20 holders — while 136 added to existing stakes and 97 trimmed.
The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $108M. The largest seller was Macquarie Group, cutting an estimated $108M.
- 339 institutional investors held FIVE9 (FIVN) as of Q1 2023, up from 326 in Q4 2022.
- Funds reported $5.18B of FIVE9 stock for Q1 2023, up 1.5% quarter-over-quarter.
- 64 funds opened new FIVE9 positions in Q1 2023 and 44 closed out, a net change of +20 holders.
- The largest FIVE9 buyer in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $108M added.
- The largest FIVE9 seller in Q1 2023 was Macquarie Group, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2023.