FIVE9
FIVN
380 hedge funds and large institutions have $9.19B invested in FIVE9 in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 115 closing their positions.
94% more call options, than puts
Call options by funds: $559M | Put options by funds: $288M
2.92% more ownership
Funds ownership: 97.04% → 99.96% (+2.9%)
3% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 119
5% less funds holding
Funds holding: 400 → 380 (-20)
11% less capital invested
Capital invested by funds: $10.4B → $9.19B (-$1.19B)
12% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 115
57% less funds holding in top 10
Funds holding in top 10: 30 → 13 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$365M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$270M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$231M |
| 4 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$191M |
| 5 |
Holocene Advisors
New York
|
+$180M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$172M |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
-$153M |
| 3 |
PCM
Pentwater Capital Management
Naples,
Florida
|
-$145M |
| 4 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$123M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$121M |
FIVN Hedge Fund Activity: Q4 2021 in Review
380 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2021, worth a combined $9.19B — down 11% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of FIVN and 101 opened new positions — a net loss of 14 holders — while 119 trimmed existing stakes and 122 added.
The largest buyer was Wellington Management Group, adding an estimated $365M. The largest seller was JP Morgan Chase, cutting an estimated $172M.
- 380 institutional investors held FIVE9 (FIVN) as of Q4 2021, down from 400 in Q3 2021.
- Funds reported $9.19B of FIVE9 stock for Q4 2021, down 11% quarter-over-quarter.
- 101 funds opened new FIVE9 positions in Q4 2021 and 115 closed out, a net change of -14 holders.
- The largest FIVE9 buyer in Q4 2021 was Wellington Management Group, an estimated $365M added.
- The largest FIVE9 seller in Q4 2021 was JP Morgan Chase, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2021.