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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: 332335 (+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: 2415 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
151
Segall Bryant & Hamill
Illinois
$1.53M -$2.74M -28,185 -58%
HighTower Advisors
152
HighTower Advisors
Illinois
$1.52M -$85.4K -879 -4%
DSCM
153
Divisadero Street Capital Management
Florida
$1.5M +$1.94M +20,000 New
AIMCA
154
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.49M +$1.94M +19,929 New
AA
155
ALPS Advisors
Colorado
$1.49M +$1.93M +19,846 New
BCM
156
Brown Capital Management
Maryland
$1.45M +$336K +3,462 +22%
BC
157
Brookfield Corp
Ontario, Canada
$1.44M +$1.87M +19,257 New
US Bancorp
158
US Bancorp
Minnesota
$1.43M -$27.9K -287 -1%
ASRS
159
Arizona State Retirement System
Arizona
$1.42M +$15.7K +162 +0.9%
BFM
160
Boothbay Fund Management
New York
$1.39M -$496K -5,102 -22%
AAM
161
Azzad Asset Management
Virginia
$1.39M
SG Americas Securities
162
SG Americas Securities
New York
$1.33M +$112K +1,157 +7%
ESCM
163
Echo Street Capital Management
New York
$1.24M +$1.6M +16,475 New
EGM
164
Engineers Gate Manager
New York
$1.22M +$1.35M +13,942 +606%
Stifel Financial
165
Stifel Financial
Missouri
$1.22M -$141K -1,454 -8%
APP
166
Alpha Paradigm Partners
Illinois
$1.21M +$1.11M +11,422 +240%
M&T Bank
167
M&T Bank
New York
$1.21M +$170K +1,747 +12%
SCM
168
Silvant Capital Management
Georgia
$1.2M -$3.4K -35 -0.2%
AB
169
Amalgamated Bank
New York
$1.19M +$26.7K +275 +2%
Squarepoint
170
Squarepoint
New York
$1.18M +$1.53M +15,744 New
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$1.13M +$1.46M +15,000 New
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.1M
Baird Financial Group
173
Baird Financial Group
Wisconsin
$1.09M -$322K -3,318 -19%
MCP
174
Mirador Capital Partners
California
$1.08M +$125K +1,286 +10%
ACM
175
AlphaCrest Capital Management
New York
$1.02M +$1.09M +11,178 +466%

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.