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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
TC
101
TwinBeech Capital
New York
$5.25M +$6.81M +70,069 New
WP
102
Woodline Partners
California
$5.18M -$3.28M -33,717 -33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.08M +$2.48M +25,500 +60%
Legal & General Group
104
Legal & General Group
United Kingdom
$4.87M -$92.2K -949 -1%
MOACM
105
Mutual of America Capital Management
New York
$4.65M -$1.11M -11,428 -16%
CM
106
Castleark Management
Illinois
$4.64M +$1.32M +13,590 +28%
CS
107
Credit Suisse
Switzerland
$4.54M -$68.8K -708 -1%
ORI
108
Oak Ridge Investments
Illinois
$4.39M +$42.4K +436 +0.8%
OCM
109
Osterweis Capital Management
California
$4.38M +$1.2M +12,360 +27%
UBS Group
110
UBS Group
Switzerland
$4.37M +$1.28M +13,165 +29%
Renaissance Technologies
111
Renaissance Technologies
New York
$4.31M +$5.59M +57,500 New
AAP
112
Ardsley Advisory Partners
Connecticut
$4.12M -$2.04M -21,000 -28%
Canada Life
113
Canada Life
Manitoba, Canada
$4.11M +$4.99M +51,409 +1,474%
T
114
TOBAM
France
$3.87M +$3.09M +31,800 +161%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$3.68M +$2.77M +28,542 +139%
FDC
116
Flight Deck Capital
California
$3.65M -$6.49M -66,800 -58%
JF
117
Jump Financial
Illinois
$3.48M +$3.08M +31,663 +215%
GCM
118
Graham Capital Management
Connecticut
$3.47M +$4.5M +46,316 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$3.38M +$64.8K +667 +2%
WHP
120
Washington Harbour Partners
Virginia
$3.34M -$2.37M -24,359 -35%
Millennium Management
121
Millennium Management
New York
$3.32M -$26M -267,437 -86%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$3.15M +$146K +1,505 +4%
First Trust Advisors
123
First Trust Advisors
Illinois
$3.13M +$4.05M +41,731 New
FGIM
124
First Growth Investment Manager
California
$3.07M -$48.6K -500 -1%
HIM
125
Herald Investment Management
United Kingdom
$3M – – –
3 4
5
6 7

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.