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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
SCM
151
Silvant Capital Management
Georgia
$2M -$32.3K -432 -1%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$1.94M +$1.51M +20,234 +256%
Citigroup
153
Citigroup
New York
$1.87M +$672K +8,984 +45%
Comerica Bank
154
Comerica Bank
Texas
$1.81M +$2.1M +28,105 New
YIH
155
Y-Intercept (HK)
Hong Kong
$1.79M +$2.09M +27,889 New
BCPE
156
Bain Capital Public Equity
Massachusetts
$1.74M -$1.49M -19,972 -43%
Two Sigma Investments
157
Two Sigma Investments
New York
$1.72M – – –
CC
158
Carlson Capital
Texas
$1.6M +$1.87M +24,947 New
OCBCO
159
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M +$447K +5,972 +33%
RA
160
RiverPark Advisors
New York
$1.55M +$82.3K +1,100 +5%
CC
161
Centiva Capital
New York
$1.5M +$1.75M +23,368 New
CM
162
Caption Management
Oklahoma
$1.48M +$1.72M +23,000 New
BFM
163
Boothbay Fund Management
New York
$1.4M +$1.63M +21,811 New
FC
164
FORA Capital
Florida
$1.37M +$1.6M +21,322 New
MAG
165
Millrace Asset Group
Pennsylvania
$1.36M +$1.58M +21,081 New
JF
166
Jump Financial
Illinois
$1.31M +$1.53M +20,431 New
ASRS
167
Arizona State Retirement System
Arizona
$1.3M +$12.9K +172 +0.9%
M&T Bank
168
M&T Bank
New York
$1.26M -$139K -1,861 -9%
ESCM
169
Echo Street Capital Management
New York
$1.22M +$1.11M +14,808 +357%
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$1.22M +$67.8K +906 +5%
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M +$758K +10,124 +128%
RCM
172
Riverpark Capital Management
New York
$1.14M +$176K +2,355 +15%
AG
173
Algert Global
California
$1.13M -$373K -4,980 -22%
HighTower Advisors
174
HighTower Advisors
Illinois
$1.12M -$6.14K -82 -0.5%
LPL Financial
175
LPL Financial
California
$1.09M +$86.2K +1,152 +7%
5 6
7
8 9

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.