FIVE9
FIVN
347 hedge funds and large institutions have $7.45B invested in FIVE9 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 117 reducing their positions, and 75 closing their positions.
92% more funds holding in top 10
Funds holding in top 10: 13 → 25 (+12)
45% more call options, than puts
Call options by funds: $248M | Put options by funds: $171M
18% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 117
1.89% more ownership
Funds ownership: 99.96% → 101.85% (+1.9%)
9% less funds holding
Funds holding: 380 → 347 (-33)
19% less capital invested
Capital invested by funds: $9.19B → $7.45B (-$1.74B)
39% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
+$142M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$103M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 4 |
SM
SCGE Management
Menlo Park,
California
|
+$90.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$140M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$125M |
| 3 |
Alkeon Capital Management
New York
|
-$116M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$75.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$39.7M |
FIVN Hedge Fund Activity: Q1 2022 in Review
347 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2022, worth a combined $7.45B — down 19% from $9.19B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of FIVN and 46 opened new positions — a net loss of 29 holders — while 117 trimmed existing stakes and 138 added.
The largest buyer was Corvex Management, adding an estimated $142M. The largest seller was Holocene Advisors, cutting an estimated $140M.
- 347 institutional investors held FIVE9 (FIVN) as of Q1 2022, down from 380 in Q4 2021.
- Funds reported $7.45B of FIVE9 stock for Q1 2022, down 19% quarter-over-quarter.
- 46 funds opened new FIVE9 positions in Q1 2022 and 75 closed out, a net change of -29 holders.
- The largest FIVE9 buyer in Q1 2022 was Corvex Management, an estimated $142M added.
- The largest FIVE9 seller in Q1 2022 was Holocene Advisors, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2022.