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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
HighTower Advisors
151
HighTower Advisors
Illinois
$1.94M -$56.5K -559 -3%
KOCAA
152
Knights of Columbus Asset Advisors
Connecticut
$1.88M +$42.8K +423 +2%
T
153
TOBAM
France
$1.8M +$2M +19,800 New
US Bancorp
154
US Bancorp
Minnesota
$1.77M +$197K +1,948 +11%
IAIM
155
Industrial Alliance Investment Management
Quebec, Canada
$1.76M -$377K -3,730 -16%
ASRS
156
Arizona State Retirement System
Arizona
$1.71M +$34.9K +345 +2%
AAM
157
Azzad Asset Management
Virginia
$1.69M
CM
158
Crestline Management
Texas
$1.64M +$1.82M +18,004 New
Fisher Asset Management
159
Fisher Asset Management
Washington
$1.63M +$1.81M +17,932 New
Baird Financial Group
160
Baird Financial Group
Wisconsin
$1.62M +$61.7K +610 +4%
Stifel Financial
161
Stifel Financial
Missouri
$1.61M +$480K +4,744 +37%
SAM
162
Shell Asset Management
Netherlands
$1.55M -$119K -1,174 -6%
SG Americas Securities
163
SG Americas Securities
New York
$1.51M -$6.07M -59,984 -78%
SCM
164
Silvant Capital Management
Georgia
$1.46M -$118K -1,163 -7%
BCM
165
Brown Capital Management
Maryland
$1.45M +$562K +5,553 +54%
AB
166
Amalgamated Bank
New York
$1.42M -$5.56K -55 -0.4%
JF
167
Jump Financial
Illinois
$1.34M +$1.49M +14,700 New
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.34M -$25.3K -250 -2%
M&T Bank
169
M&T Bank
New York
$1.31M -$170K -1,678 -10%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$1.26M +$75.5K +746 +6%
RI
171
Redwood Investments
Massachusetts
$1.23M -$604K -5,968 -31%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$1.22M -$2.91M -28,745 -68%
MCP
173
Mirador Capital Partners
California
$1.19M -$58.8K -581 -4%
BCM
174
Bayesian Capital Management
New York
$1.19M +$941K +9,300 +249%
Simplex Trading
175
Simplex Trading
Illinois
$1.18M +$1.31M +12,991 New

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.