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Five Below

488 hedge funds and large institutions have $11.4B invested in Five Below in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 196 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-8
Holders Change %
-1.61%
% of All Funds
7.7%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
54
Increased
156
Reduced
196
Closed
61
Calls
$160M
Puts
$234M
Net Calls
-$74.2M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
251
FDx Advisors
Illinois
$1.11M +$44.2K +225 +4%
HIA
252
Harbor Investment Advisory
Maryland
$1.11M -$14.2K -72 -1%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$1.09M +$71K +361 +7%
GLA
254
Great Lakes Advisors
Illinois
$1.08M -$42.1K -214 -4%
LCM
255
Legato Capital Management
California
$1.07M +$298K +1,514 +39%
IC
256
IEQ Capital
California
$1.07M +$48.5K +247 +5%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$1.05M +$995K +15,670 +1,781%
EGM
258
Engineers Gate Manager
New York
$1.04M +$577K +2,934 +124%
GIA
259
Gateway Investment Advisers
Ohio
$1M
Hudson Bay Capital Management
260
Hudson Bay Capital Management
Connecticut
$999K -$3.14M -15,952 -76%
VAS
261
Vestmark Advisory Solutions
Massachusetts
$994K -$54.4K -277 -5%
AQR Capital Management
262
AQR Capital Management
Connecticut
$994K +$994K +5,055 New
LIP
263
Lighthouse Investment Partners
Florida
$989K +$228K +1,159 +30%
GIM
264
Groesbeck Investment Management
New Jersey
$978K
SAM
265
Securian Asset Management
Minnesota
$975K -$32K -163 -3%
CL
266
CIM LLC
New York
$975K -$166K -844 -15%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$945K -$23.6K -120 -2%
Creative Planning
268
Creative Planning
Kansas
$936K +$207K +1,053 +28%
1CM
269
1492 Capital Management
Wisconsin
$929K -$393 -2 -0%
NA
270
NewEdge Advisors
Louisiana
$926K -$79.2K -403 -8%
VFA
271
Voya Financial Advisors
Connecticut
$921K -$9.06K -46 -1%
TRCT
272
Tower Research Capital (TRC)
New York
$909K +$194K +988 +27%
CGH
273
Crossmark Global Holdings
Texas
$898K -$71.9K -347 -7%
IWP
274
Icon Wealth Partners
Texas
$892K -$127K -648 -13%
ET
275
Equitable Trust
Tennessee
$891K