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Five Below
FIVE

Overview Fund Activity

421 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
138
Reduced
126
Closed
61
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M

Top Buyers

1
SCM
Steadfast Capital Management
New York
$124M
2
Marshall Wace
Marshall Wace
United Kingdom
$244M
3
Holocene Advisors
Holocene Advisors
New York
$144M
4
AllianceBernstein
AllianceBernstein
Tennessee
$59.5M
5
Man Group
Man Group
United Kingdom
$59.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$378M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$2.85M
4
AM
Atreides Management
Massachusetts
$0
5
Macquarie Group
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCG
226
Lisanti Capital Growth
New York
$670K -$3.43M -32,725 -84%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$658K -$18.4K -175 -3%
MML Investors Services
228
MML Investors Services
Massachusetts
$627K +$219K +2,082 +54%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$626K – – –
QCM
230
Qsemble Capital Management
New York
$617K +$617K +5,878 New
ACA
231
American Capital Advisory
Idaho
$591K -$14.7K -140 -2%
Federated Hermes
232
Federated Hermes
Pennsylvania
$590K +$159K +1,511 +37%
Truist Financial
233
Truist Financial
North Carolina
$570K -$155K -1,475 -21%
BPC
234
Bryce Point Capital
New York
$536K +$536K +5,103 New
Rafferty Asset Management
235
Rafferty Asset Management
New York
$530K -$70K -667 -12%
AWA
236
Arkadios Wealth Advisors
Georgia
$529K – – –
JAM
237
JW Asset Management
Florida
$525K – – –
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$515K +$422K +4,027 +456%
CMF
239
Counterpoint Mutual Funds
California
$510K +$169K +1,613 +50%
ADIM
240
Alpha DNA Investment Management
Maryland
$507K +$507K +4,826 New
CIP
241
Cornerstone Investment Partners
Georgia
$497K +$17K +162 +4%
SAM
242
Silvercrest Asset Management
New York
$475K +$174K +1,657 +58%
CWM
243
Chemistry Wealth Management
New York
$472K +$143K +1,359 +43%
LC
244
Lindbrook Capital
California
$456K +$224K +2,131 +96%
Mariner
245
Mariner
Kansas
$443K -$6.93K -66 -2%
YIH
246
Y-Intercept (HK)
Hong Kong
$442K +$442K +4,213 New
HFM
247
Harvest Fund Management
China
$440K +$440K +4,267 New
SAM
248
Securian Asset Management
Minnesota
$436K -$13K -124 -3%
PG
249
Patten Group
Tennessee
$424K -$155K -1,473 -27%
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$422K -$45.1K -430 -10%
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