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Five Below
FIVE

Overview Fund Activity

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$337M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$162M
3
Holocene Advisors
3
Holocene Advisors
New York
$110M
4
Millennium Management
4
Millennium Management
New York
$75.9M
5
JCM
5
Junto Capital Management
New York
$73.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$802M
2
DCM
2
Dorsal Capital Management
California
$95.9M
3
BlackRock
3
BlackRock
New York
$1.06B
4
WA
4
Wasatch Advisors
Utah
$392M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
251
Vanguard Personalized Indexing Management
California
$1.17M +$476K +2,231 +68%
GS
252
GTS Securities
New York
$1.16M -$154K -721 -12%
GLA
253
Great Lakes Advisors
Illinois
$1.16M -$7.25K -34 -0.6%
M&T Bank
254
M&T Bank
New York
$1.12M -$73.1K -343 -6%
FA
255
FDx Advisors
Illinois
$1.09M +$84K +394 +8%
GIA
256
Gateway Investment Advisers
Ohio
$1.08M – – –
AI
257
Atria Investments
North Carolina
$1.07M +$1.07M +5,026 New
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$51.8K +243 +5%
VIM
259
Vancity Investment Management
British Columbia, Canada
$1.06M +$255K +1,195 +32%
BFM
260
Boothbay Fund Management
New York
$1.04M +$1.04M +4,862 New
SAM
261
Securian Asset Management
Minnesota
$1M – – –
KAS
262
Kestra Advisory Services
Texas
$988K +$327K +1,533 +49%
VFA
263
Voya Financial Advisors
Connecticut
$971K -$8.98K -42 -0.9%
Neuberger Berman Group
264
Neuberger Berman Group
New York
$959K +$16.2K +76 +2%
AWA
265
Arkadios Wealth Advisors
Georgia
$939K -$509K -2,389 -35%
PWS
266
Peloton Wealth Strategists
Indiana
$927K +$267K +1,255 +41%
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$925K -$66.1K -310 -7%
LCG
268
Lisanti Capital Growth
New York
$908K +$908K +4,260 New
IWA
269
Icon Wealth Advisors
Texas
$894K +$894K +4,194 New
GT
270
Glenmede Trust
Pennsylvania
$894K -$875K -4,104 -49%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$890K – – –
CCM
272
Coldstream Capital Management
Washington
$884K +$231K +1,084 +35%
CGH
273
Crossmark Global Holdings
Texas
$864K -$20.2K -95 -2%
PG
274
Patten Group
Tennessee
$862K +$487K +2,286 +130%
TRCT
275
Tower Research Capital (TRC)
New York
$831K +$454K +2,130 +120%
9 10
11
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