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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
JG
201
Jefferies Group
New York
$623K +$807K +8,305 New
X
202
Xponance
Pennsylvania
$616K +$21.8K +224 +3%
CF
203
CNA Financial
Illinois
$606K +$785K +8,080 New
Principal Financial Group
204
Principal Financial Group
Iowa
$597K -$142K -1,461 -16%
Barclays
205
Barclays
United Kingdom
$596K +$27.1K +279 +4%
Creative Planning
206
Creative Planning
Kansas
$588K -$59.4K -611 -7%
QC
207
Quent Capital
New York
$553K
PP
208
PDT Partners
New York
$553K +$717K +7,380 New
NSEDCP
209
NJ State Employees Deferred Compensation Plan
New Jersey
$525K
GC
210
Guggenheim Capital
Illinois
$522K +$25K +257 +4%
ZB
211
Zions Bancorporation
Utah
$516K +$1.07K +11 +0.2%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$500K +$195K +2,003 +43%
PCM
213
Prelude Capital Management
New York
$491K -$445K -4,579 -41%
BAAM
214
Baker Avenue Asset Management
California
$482K +$625K +6,432 New
FAM
215
Fred Alger Management
New York
$480K +$58.3K +600 +10%
BAM
216
Blueshift Asset Management
New Jersey
$478K +$296K +3,051 +92%
VRS
217
Virginia Retirement Systems
Virginia
$472K +$612K +6,300 New
EWM
218
Empirical Wealth Management
Washington
$441K
Osaic Holdings
219
Osaic Holdings
Arizona
$438K -$185K -1,903 -25%
Group One Trading
220
Group One Trading
Illinois
$420K -$2.86M -29,487 -84%
SW
221
SVB Wealth
Massachusetts
$420K +$544K +5,601 New
WCA
222
Westover Capital Advisors
Delaware
$397K -$23.3K -240 -4%
P
223
Pitcairn
Pennsylvania
$395K -$2.53K -26 -0.5%
CAM
224
Connacht Asset Management
New York
$393K +$94K +968 +23%
IAIM
225
Industrial Alliance Investment Management
Quebec, Canada
$385K -$1.37M -14,140 -73%

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.