We are live on ! Find out more

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
SAM
176
Shell Asset Management
Netherlands
$997K -$359K -3,696 -22%
RI
177
Redwood Investments
Massachusetts
$993K -$28.6K -294 -2%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$974K +$1.26M +13,001 New
PI
179
PineBridge Investments
New York
$968K +$441K +4,537 +54%
Verition Fund Management
180
Verition Fund Management
Connecticut
$963K +$552K +5,685 +79%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$955K -$105K -1,079 -8%
MAG
182
Millrace Asset Group
Pennsylvania
$941K +$189K +1,942 +18%
URS
183
Utah Retirement Systems
Utah
$922K +$19.4K +200 +2%
CIC
184
Cornercap Investment Counsel
Georgia
$893K +$1.16M +11,916 New
JIC
185
Johnson Investment Counsel
Ohio
$891K +$1.15M +11,889 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$885K +$340K +3,502 +42%
LPL Financial
187
LPL Financial
California
$869K +$3.5K +36 +0.3%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$806K -$35K -360 -3%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$794K
VFA
190
Values First Advisors
Tennessee
$794K +$47.6K +490 +5%
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$770K -$44.6K -459 -4%
FC
192
FORA Capital
Florida
$762K +$987K +10,165 New
HSBC Holdings
193
HSBC Holdings
United Kingdom
$758K +$975K +10,039 New
WMSA
194
Weiss Multi-Strategy Advisers
New York
$750K -$1.32M -13,539 -58%
PFO
195
Pathstone Family Office
New Jersey
$731K +$575K +5,918 +154%
Calamos Advisors
196
Calamos Advisors
Illinois
$715K +$536K +5,515 +137%
YIH
197
Y-Intercept (HK)
Hong Kong
$701K +$908K +9,350 New
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$673K
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$649K -$33.2K -342 -4%
Truist Financial
200
Truist Financial
North Carolina
$625K +$269K +2,767 +50%

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.