We are live on ! Find out more

332 hedge funds and large institutions have $6.41B invested in FIVE9 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $120M | Put options by funds: $64.7M

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

1.51% more ownership

Funds ownership: 101.85%103.36% (+1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

4% less funds holding

Funds holding: 347332 (-15)

14% less capital invested

Capital invested by funds: $7.45B → $6.41B (-$1.04B)

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.59%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.4%
New
36
Increased
137
Reduced
116
Closed
48
Calls
$120M
Puts
$64.7M
Net Calls
+$55M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$589M +$22.4M +221,479 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$408M +$71.4M +705,607 +19%
BlackRock
3
BlackRock
New York
$353M -$10.8M -106,891 -3%
WA
4
Wasatch Advisors
Utah
$307M +$119M +1,180,177 +54%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$206M -$46M -454,890 -17%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$206M +$52.5M +518,583 +30%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$205M -$19M -187,448 -8%
Macquarie Group
8
Macquarie Group
Australia
$161M +$6.17M +60,982 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$142M +$39.2M +387,103 +33%
SM
10
SCGE Management
California
$140M +$31.9M +315,440 +26%
SCH
11
Sylebra Capital (HK)
Hong Kong
$138M +$2M +19,821 +1%
SEP
12
Soma Equity Partners
California
$137M
Citadel Advisors
13
Citadel Advisors
Florida
$129M -$5.15M -50,900 -3%
EAM
14
Eventide Asset Management
Massachusetts
$114M -$1.18M -11,700 -0.9%
DCM
15
Dorsal Capital Management
California
$109M +$35.4M +350,000 +41%
Ameriprise
16
Ameriprise
Minnesota
$102M -$1.68M -16,582 -1%
CAM
17
Contour Asset Management
New York
$102M +$2.87M +28,414 +3%
AllianceBernstein
18
AllianceBernstein
Tennessee
$97.9M +$74.4M +735,838 +217%
Goldman Sachs
19
Goldman Sachs
New York
$96.9M +$7.04M +69,579 +7%
State Street
20
State Street
Massachusetts
$95.3M -$3.27M -32,353 -3%
EAM
21
Eagle Asset Management
Florida
$90.8M +$16.7M +165,414 +20%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$84.9M -$14.4M -141,915 -13%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$84.4M -$110M -1,088,065 -54%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$84.2M +$84.4M +834,000 +926%
TCG
25
Tremblant Capital Group
Florida
$83.8M -$12.2M -120,350 -12%

FIVN Hedge Fund Activity: Q2 2022 in Review

332 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2022, worth a combined $6.41B — down 14% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FIVN and 36 opened new positions — a net loss of 12 holders — while 116 trimmed existing stakes and 137 added.

The largest buyer was Wasatch Advisors, adding an estimated $119M. The largest seller was Whale Rock Capital Management, cutting an estimated $148M.

  • 332 institutional investors held FIVE9 (FIVN) as of Q2 2022, down from 347 in Q1 2022.
  • Funds reported $6.41B of FIVE9 stock for Q2 2022, down 14% quarter-over-quarter.
  • 36 funds opened new FIVE9 positions in Q2 2022 and 48 closed out, a net change of -12 holders.
  • The largest FIVE9 buyer in Q2 2022 was Wasatch Advisors, an estimated $119M added.
  • The largest FIVE9 seller in Q2 2022 was Whale Rock Capital Management, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2022.