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FIVE9
FIVN

339 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $137M | Put options by funds: $39.7M

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

40% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 97

4% more funds holding

Funds holding: 326 → 339 (+13)

1% more capital invested

Capital invested by funds: $5.11B → $5.18B (+$75.2M)

6.2% less ownership

Funds ownership: 106.77% → 100.58% (-6.2%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
339
Holders Change
+13
Holders Change %
+3.99%
% of All Funds
5.4%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
97
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$108M
2
Citadel Advisors
Citadel Advisors
Florida
+$53.7M
3
DCM
Dorsal Capital Management
California
+$50.1M
4
UBS AM
UBS AM
Illinois
+$45.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.4M
3
Morgan Stanley
Morgan Stanley
New York
-$90.1M
4
CAM
Contour Asset Management
New York
-$85.2M
5
Goldman Sachs
Goldman Sachs
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$488M +$4.06M +56,754 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M +$2.42M +33,832 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$321M +$44.6M +623,541 +16%
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$279M +$108M +1,509,878 +64%
WA
5
Wasatch Advisors
Utah
$259M +$2.22M +31,098 +0.9%
SCH
6
Sylebra Capital (HK)
Hong Kong
$186M +$5.84M +81,652 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$175M -$90.4M -1,263,914 -34%
AllianceBernstein
8
AllianceBernstein
Tennessee
$159M +$3.21M +44,892 +2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$143M +$9.09M +127,047 +7%
Citadel Advisors
10
Citadel Advisors
Florida
$134M +$53.7M +750,937 +68%
JP Morgan Chase
11
JP Morgan Chase
New York
$122M -$29.7M -415,113 -20%
State Street
12
State Street
Massachusetts
$80.1M +$4.34M +60,610 +6%
SEP
13
Soma Equity Partners
California
$79.5M – – –
EAM
14
Eventide Asset Management
Massachusetts
$77M +$1.62M +22,599 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$73.8M +$2.54M +35,539 +4%
EAM
16
Eagle Asset Management
Florida
$70M -$1.12M -15,618 -2%
DCM
17
Dorsal Capital Management
California
$68.7M +$50.1M +700,000 +280%
Ameriprise
18
Ameriprise
Minnesota
$67.4M -$45.9M -641,106 -41%
Morgan Stanley
19
Morgan Stanley
New York
$61.3M -$90.1M -1,259,353 -60%
UBS AM
20
UBS AM
Illinois
$58.4M +$45.8M +640,678 +384%
Norges Bank
21
Norges Bank
Norway
$58.2M -$757K -10,581 -1%
RP
22
Riverbridge Partners
Minnesota
$56.1M +$11.9M +166,534 +27%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$53.9M +$7.18M +100,374 +16%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$53.5M -$30.3M -423,244 -36%
HRCM
25
Hood River Capital Management
Florida
$53.1M +$4.95M +69,223 +10%
1
2 3 4 5

FIVN Hedge Fund Activity: Q1 2023 in Review

339 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2023, worth a combined $5.18B — up 1.5% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FIVN positions and 44 closed out — a net gain of 20 holders — while 136 added to existing stakes and 97 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $108M. The largest seller was Macquarie Group, cutting an estimated $108M.

  • 339 institutional investors held FIVE9 (FIVN) as of Q1 2023, up from 326 in Q4 2022.
  • Funds reported $5.18B of FIVE9 stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 64 funds opened new FIVE9 positions in Q1 2023 and 44 closed out, a net change of +20 holders.
  • The largest FIVE9 buyer in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $108M added.
  • The largest FIVE9 seller in Q1 2023 was Macquarie Group, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2023.