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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
Walleye Trading
176
Walleye Trading
New York
$1.09M -$2.5M -33,383 -66%
US Bancorp
177
US Bancorp
Minnesota
$1.08M +$33K +441 +3%
MCP
178
Mirador Capital Partners
California
$1.06M +$21K +281 +2%
SEC
179
Seven Eight Capital
New York
$1.01M +$1.18M +15,762 New
SPA
180
Sherbrooke Park Advisers
New York
$1M +$1.17M +15,604 New
AB
181
Amalgamated Bank
New York
$990K -$16.5K -221 -1%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$945K – – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$910K +$113K +1,508 +12%
WHP
184
Washington Harbour Partners
Virginia
$886K – – –
O
185
Ossiam
France
$856K – – –
OQS
186
Occudo Quantitative Strategies
Florida
$832K +$704K +9,413 +267%
EP
187
Edgestream Partners
New Jersey
$813K +$585K +7,811 +162%
OTL
188
Oak Thistle LLC
New York
$803K +$934K +12,486 New
URS
189
Utah Retirement Systems
Utah
$791K +$7.48K +100 +0.8%
AAP
190
Ardsley Advisory Partners
Connecticut
$784K +$150K +2,000 +20%
ACM
191
Aquatic Capital Management
Illinois
$784K +$913K +12,200 New
Lazard Asset Management
192
Lazard Asset Management
New York
$711K +$728K +9,728 +729%
Renaissance Technologies
193
Renaissance Technologies
New York
$669K -$15M -200,498 -95%
ZB
194
Zions Bancorporation
Utah
$663K +$64.1K +856 +9%
LBWM
195
Left Brain Wealth Management
Illinois
$661K +$8.9K +119 +1%
CG
196
Cutler Group
California
$646K +$657K +8,776 +690%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
197
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$643K -$5.09M -68,000 -87%
X
198
Xponance
Pennsylvania
$630K +$4.27K +57 +0.6%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$622K +$11K +147 +2%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$584K +$327K +4,363 +93%
6 7
8
9 10

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.