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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
NIP
101
Nicholas Investment Partners
California
$6.47M +$3.25M +32,089 +83%
N
102
Natixis
France
$6.36M +$3.36M +33,186 +91%
WHP
103
Washington Harbour Partners
Virginia
$6.28M +$1.91M +18,905 +38%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$6.27M +$811K +8,022 +13%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$6.25M +$6.58M +65,082 +1,890%
PC
106
Pier Capital
Connecticut
$6.2M +$6.88M +68,016 New
Legal & General Group
107
Legal & General Group
United Kingdom
$6M -$3.94M -38,978 -37%
CS
108
Credit Suisse
Switzerland
$5.59M -$162K -1,601 -3%
BL
109
BWCP LP
Texas
$5.37M +$5.96M +58,958 New
ORI
110
Oak Ridge Investments
Illinois
$5.29M -$219K -2,164 -4%
MCM
111
Moore Capital Management
New York
$4.92M +$5.46M +54,000 New
GIP
112
Granite Investment Partners
California
$4.88M +$323K +3,193 +6%
Holocene Advisors
113
Holocene Advisors
New York
$4.86M +$3.69M +36,504 +217%
American Century Companies
114
American Century Companies
Missouri
$4.77M +$5.29M +52,319 New
LCG
115
Lisanti Capital Growth
New York
$4.61M +$5.11M +50,550 New
Nomura Holdings
116
Nomura Holdings
Japan
$4.6M -$7.44M -73,576 -60%
PI
117
PEAK6 Investments
Illinois
$4.56M +$4.34M +42,942 +346%
SBH
118
Segall Bryant & Hamill
Illinois
$4.43M -$103K -1,014 -2%
CM
119
Castleark Management
Illinois
$4.4M +$4.48M +44,326 +1,126%
OCM
120
Osterweis Capital Management
California
$4.19M +$2.58M +25,460 +124%
UBS Group
121
UBS Group
Switzerland
$4.11M +$1.92M +18,993 +73%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$4.08M +$313K +3,093 +7%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$4.04M +$405K +4,007 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.85M +$3.93M +38,815 +1,147%
FGIM
125
First Growth Investment Manager
California
$3.78M -$172K -1,700 -4%

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.