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Five Below

275 hedge funds and large institutions have $3.35B invested in Five Below in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
40
Increased
112
Reduced
84
Closed
30
Calls
$47M
Puts
$18.2M
Net Calls
+$28.7M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
251
Carroll Financial Associates
North Carolina
$12K
RA
252
Royce & Associates
New York
$11K +$11K +193 New
FANJ
253
Financial Architects (New Jersey)
New Jersey
$10K -$6.76K -119 -40%
MFW
254
Mosaic Family Wealth
Missouri
$7K +$7K +120 New
WA
255
Winfield Associates
Ohio
$6K
RBC
256
Roble Belko & Company
Pennsylvania
$6K
JCM
257
Jacobi Capital Management
Pennsylvania
$6K
FPF
258
FNY Partners Fund
New York
$5K -$95K -1,900 -95%
RIA
259
RPG Investment Advisory
California
$5K
TWA
260
TCI Wealth Advisors
Arizona
$4K
GAM
261
Gemmer Asset Management
California
$4K
BL
262
Balentine LLC
Georgia
$4K
VCM
263
Versant Capital Management
Arizona
$3K -$11K -201 -79%
GRP
264
Global Retirement Partners
California
$3K
LWA
265
Lenox Wealth Advisors
New York
$3K +$3K +55 New
WIM
266
Westside Investment Management
California
$2.37K
HMS
267
Hanseatic Management Services
New Mexico
$2K
SFSIG
268
San Francisco Sentry Investment Group
California
$2K +$2K +34 New
BTIS
269
BB&T Investment Services
North Carolina
$2K +$2K +34 New
VFA
270
Valeo Financial Advisors
Indiana
$2K +$2K +36 New
QI
271
QS Investors
New York
$1K
TDC
272
Thompson Davis & Co
Virginia
$1K +$1K +19 New
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1K +19 New
EGM
274
Engineers Gate Manager
New York
-$5.54M -112,210 Closed
ARTA
275
A.R.T. Advisors
New York
-$4.52M -91,600 Closed