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FIVE9
FIVN

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: 332 → 335 (+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: 24 → 15 (-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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.2M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$53.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$32.4M
5
American Century Companies
American Century Companies
Missouri
+$30.7M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$84.2M
2
PCH
Polar Capital Holdings
United Kingdom
-$58.8M
3
SM
SCGE Management
California
-$58.1M
4
CM
Corvex Management
New York
-$53.5M
5
DCM
Driehaus Capital Management
Illinois
-$40.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$491M +$8.28M +85,252 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$361M +$32.4M +333,468 +7%
BlackRock
3
BlackRock
New York
$291M +$1.56M +16,037 +0.4%
WA
4
Wasatch Advisors
Utah
$261M +$10.8M +110,930 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$224M +$71.2M +733,396 +32%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$168M -$1.43M -14,764 -0.7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$165M +$109M +1,122,000 +104%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$141M -$35.8M -368,328 -16%
Macquarie Group
9
Macquarie Group
Australia
$131M -$1.62M -16,700 -0.9%
SCH
10
Sylebra Capital (HK)
Hong Kong
$124M +$13.5M +138,692 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$117M -$550K -5,666 -0.4%
EAM
12
Eventide Asset Management
Massachusetts
$102M +$10.4M +107,200 +9%
CAM
13
Contour Asset Management
New York
$101M +$21.6M +222,409 +20%
DCM
14
Dorsal Capital Management
California
$96.3M +$8.26M +85,000 +7%
SEP
15
Soma Equity Partners
California
$93.7M -$24.3M -250,000 -17%
Ameriprise
16
Ameriprise
Minnesota
$90.6M +$8.08M +83,158 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$84.8M -$28M -287,812 -20%
Goldman Sachs
18
Goldman Sachs
New York
$81.8M +$2.66M +27,383 +3%
State Street
19
State Street
Massachusetts
$78.7M +$414K +4,261 +0.4%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$76.7M +$8.85M +91,068 +10%
EAM
21
Eagle Asset Management
Florida
$74.7M +$46.2K +476 +0%
Alkeon Capital Management
22
Alkeon Capital Management
New York
$73.2M +$4.89M +50,314 +5%
SM
23
SCGE Management
California
$70.5M -$58.1M -598,440 -39%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$70.1M +$2.04M +21,004 +2%
WRCM
25
Whale Rock Capital Management
Massachusetts
$66.6M +$53.8M +553,905 +166%
1
2 3 4 5

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.