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Five Below
FIVE

Overview Fund Activity

317 hedge funds and large institutions have $3.94B invested in Five Below in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+42
Holders Change %
+15.27%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
72
Increased
91
Reduced
113
Closed
29
Calls
$118M
Puts
$81.7M
Net Calls
+$36.1M
Net Calls Change
+$7.35M

Top Buyers

1
GGHC
Gilder Gagnon Howe & Co
New York
$70M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91.2M
3
CCS
Crosspoint Capital Strategies
California
$42.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$33.5M
5
Millennium Management
Millennium Management
New York
$52.6M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$43M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27.5M
4
CWAM
Columbia Wanger Asset Management
Illinois
$43.1M
5
Jennison Associates
Jennison Associates
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$82K +$19K +285 +30%
FHA
252
First Horizon Advisors
Tennessee
$77K +$7.92K +121 +11%
MOS
253
MGO One Seven
Ohio
$76K +$76K +1,143 New
CT
254
Clearstead Trust
Maine
$76K +$76K +1,150 New
CG
255
Cutler Group
California
$72K +$46.5K +711 +183%
IA
256
IFP Advisors
Florida
$64K -$3.25K -49 -5%
GT
257
Greenleaf Trust
Michigan
$64K – – –
IDBONY
258
Israel Discount Bank of New York
New York
$63K -$1.67K -25 -3%
ASN
259
Advisory Services Network
Georgia
$62K -$5.83K -88 -9%
AIL
260
AGF Investments LLC
Ontario, Canada
$60K +$60K +871 New
CS
261
Credential Securities
$59.5K +$13.2K +199 +29%
IWP
262
Icon Wealth Partners
Texas
$59K +$59K +895 New
SWA
263
Sutton Wealth Advisors
Florida
$58.2K – – –
MA
264
MUFG Americas
New York
$58K +$30K +450 +107%
II
265
Inspire Investing
Idaho
$57K +$57K +853 New
FPFS
266
First Personal Financial Services
North Carolina
$53K -$35.6K -540 -40%
CPP
267
Crow Point Partners
Massachusetts
$46K +$46K +673 New
GWM
268
Geneos Wealth Management
Colorado
$38K +$38K +579 New
DSC
269
Duncker Streett & Co
Missouri
$33K +$33K +500 New
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$31.2K – – –
AIM
271
Arcadia Investment Management
Michigan
$28K – – –
DCM
272
Delpha Capital Management
New York
$28K +$28K +427 New
WA
273
WealthTrust-Arizona
Arizona
$26K – – –
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$25K – – –
SIAS
275
Shine Investment Advisory Services
Colorado
$23K -$3.88K -58 -14%
9 10
11
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