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Five Below
FIVE

Overview Fund Activity

451 hedge funds and large institutions have $9.79B invested in Five Below in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-37
Holders Change %
-7.58%
% of All Funds
7.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
45
Increased
159
Reduced
181
Closed
79
Calls
$173M
Puts
$172M
Net Calls
+$1.05M
Net Calls Change
+$75.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$267M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$78.5M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$62.3M
4
WA
Wasatch Advisors
Utah
+$60.4M
5
SCM
Steadfast Capital Management
New York
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$184M
2
Man Group
Man Group
United Kingdom
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$51.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46M
5
Victory Capital Management
Victory Capital Management
Texas
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$1.04M +$1.04M +6,467 New
YC
227
Yarbrough Capital
Tennessee
$1.01M +$360K +2,238 +55%
GS
228
GTS Securities
New York
$994K +$29.6K +184 +3%
HW
229
Hancock Whitney
Mississippi
$992K -$54.4K -338 -5%
PAS
230
Park Avenue Securities
New York
$984K +$984K +6,119 New
Prudential Financial
231
Prudential Financial
New Jersey
$966K -$5.17M -32,105 -84%
AWM
232
AE Wealth Management
Kansas
$940K -$19K -118 -2%
MML Investors Services
233
MML Investors Services
Massachusetts
$928K -$42.6K -265 -4%
FFP
234
FourThought Financial Partners
Florida
$920K -$29K -180 -3%
Millennium Management
235
Millennium Management
New York
$911K -$1.12M -6,960 -55%
HIA
236
Harbor Investment Advisory
Maryland
$902K -$4.83K -30 -0.5%
M&T Bank
237
M&T Bank
New York
$899K -$292K -1,818 -25%
GLA
238
Great Lakes Advisors
Illinois
$881K -$4.99K -31 -0.6%
IC
239
IEQ Capital
California
$872K -$2.57K -16 -0.3%
GIM
240
Groesbeck Investment Management
New Jersey
$849K +$48.3K +300 +6%
MC
241
Maverick Capital
Texas
$832K -$844K -5,247 -50%
GIA
242
Gateway Investment Advisers
Ohio
$818K -$3.06K -19 -0.4%
Creative Planning
243
Creative Planning
Kansas
$781K +$15.4K +96 +2%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$769K -$4.67K -29 -0.6%
FT
245
Fiduciary Trust
Massachusetts
$768K +$446K +2,770 +138%
Capstone Investment Advisors
246
Capstone Investment Advisors
New York
$760K -$747K -4,642 -50%
FA
247
FDx Advisors
Illinois
$760K -$149K -927 -16%
SAM
248
Securian Asset Management
Minnesota
$758K -$39.4K -245 -5%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$748K +$107K +665 +17%
VFA
250
Voya Financial Advisors
Connecticut
$721K -$15.3K -97 -2%
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