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FIVE9
FIVN

327 hedge funds and large institutions have $4.73B invested in FIVE9 in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 98 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 98

32% more call options, than puts

Call options by funds: $127M | Put options by funds: $96M

2.68% more ownership

Funds ownership: 99.25% → 101.93% (+2.7%)

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 335 → 327 (-8)

19% less capital invested

Capital invested by funds: $5.82B → $4.73B (-$1.08B)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
327
Holders Change
-8
Holders Change %
-2.39%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
46
Increased
134
Reduced
98
Closed
50
Calls
$127M
Puts
$96M
Net Calls
+$30.6M
Net Calls Change
-$82.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$107M
2
Holocene Advisors
Holocene Advisors
New York
+$49.5M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$37.5M
4
UBS Group
UBS Group
Switzerland
+$25.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$23.6M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$56.8M
2
SCH
Sylebra Capital (HK)
Hong Kong
-$40.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$35.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.6M
5
WA
Wasatch Advisors
Utah
-$29.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
126
Bullseye Asset Management
Colorado
$3.74M +$1.09M +14,500 +33%
ECM
127
ExodusPoint Capital Management
New York
$3.66M -$7.97M -106,527 -65%
Invesco
128
Invesco
Georgia
$3.59M +$398K +5,315 +11%
CSS
129
Cubist Systematic Strategies
Connecticut
$3.48M +$3.32M +44,418 +458%
Millennium Management
130
Millennium Management
New York
$3.43M -$17.6M -235,304 -82%
HIM
131
Herald Investment Management
United Kingdom
$3.42M – – –
TD Asset Management
132
TD Asset Management
Ontario, Canada
$3.32M +$89.8K +1,200 +2%
BGDI
133
BW Gestao de Investimentos
Brazil
$3.21M +$3.74M +50,000 New
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$2.97M -$15.5M -207,687 -82%
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$2.88M -$941K -12,572 -22%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$2.74M – – –
Dimensional Fund Advisors
137
Dimensional Fund Advisors
Texas
$2.74M +$2.05M +27,433 +182%
AI
138
Aperture Investors
New York
$2.72M +$3.17M +42,375 New
FWC
139
First Washington Corp
Washington
$2.6M -$157K -2,095 -5%
OAM
140
Oppenheimer Asset Management
New York
$2.59M -$61.6K -823 -2%
BCM
141
Brown Capital Management
Maryland
$2.46M +$534K +7,139 +23%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$2.45M -$7.56M -101,089 -73%
CI
143
Clal Insurance
Israel
$2.36M – – –
KOCAA
144
Knights of Columbus Asset Advisors
Connecticut
$2.3M +$332K +4,439 +14%
DM
145
Diker Management
New York
$2.25M – – –
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
$2.23M -$4.48M -59,911 -63%
Stifel Financial
147
Stifel Financial
Missouri
$2.2M -$28.8K -385 -1%
TC
148
TwinBeech Capital
New York
$2.17M +$2.52M +33,689 New
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$2.05M +$449 +6 +0%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$2.01M +$12K +160 +0.5%
4 5
6
7 8

FIVN Hedge Fund Activity: Q3 2023 in Review

327 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2023, worth a combined $4.73B — down 19% from $5.82B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of FIVN and 46 opened new positions — a net loss of 4 holders — while 98 trimmed existing stakes and 134 added.

The largest buyer was Viking Global Investors, adding an estimated $107M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $56.8M sold.

  • 327 institutional investors held FIVE9 (FIVN) as of Q3 2023, down from 335 in Q2 2023.
  • Funds reported $4.73B of FIVE9 stock for Q3 2023, down 19% quarter-over-quarter.
  • 46 funds opened new FIVE9 positions in Q3 2023 and 50 closed out, a net change of -4 holders.
  • The largest FIVE9 buyer in Q3 2023 was Viking Global Investors, an estimated $107M added.
  • The largest FIVE9 seller in Q3 2023 was Hood River Capital Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2023.