FIVE9
FIVN
326 hedge funds and large institutions have $5.11B invested in FIVE9 in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 73 closing their positions.
54% more call options, than puts
Call options by funds: $116M | Put options by funds: $75.3M
17% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 105
4.7% more ownership
Funds ownership: 102.02% → 106.73% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
5% less capital invested
Capital invested by funds: $5.36B → $5.11B (-$255M)
5% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 73
3% less funds holding
Funds holding: 336 → 326 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$177M |
| 2 |
Morgan Stanley
New York
|
+$104M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$92.9M |
| 4 |
N
Natixis
Paris,
France
|
+$63.3M |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$70.5M |
| 3 |
SM
SCGE Management
Menlo Park,
California
|
-$70.5M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$66.6M |
| 5 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$65M |
FIVN Hedge Fund Activity: Q4 2022 in Review
326 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2022, worth a combined $5.11B — down 4.8% from $5.36B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of FIVN and 69 opened new positions — a net loss of 4 holders — while 105 trimmed existing stakes and 123 added.
The largest buyer was BlackRock, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.
- 326 institutional investors held FIVE9 (FIVN) as of Q4 2022, down from 336 in Q3 2022.
- Funds reported $5.11B of FIVE9 stock for Q4 2022, down 4.8% quarter-over-quarter.
- 69 funds opened new FIVE9 positions in Q4 2022 and 73 closed out, a net change of -4 holders.
- The largest FIVE9 buyer in Q4 2022 was BlackRock, an estimated $177M added.
- The largest FIVE9 seller in Q4 2022 was T. Rowe Price Associates, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2022.