FIVE icon

Five Below

338 hedge funds and large institutions have $4.4B invested in Five Below in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+21
Holders Change %
+6.62%
% of All Funds
7.76%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
63
Increased
124
Reduced
104
Closed
38
Calls
$74.7M
Puts
$94.2M
Net Calls
-$19.4M
Net Calls Change
-$55.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$88K
PHK
277
Point72 Hong Kong
Hong Kong
$87K +$87K +1,182 New
CS
278
Credential Securities
$79.4K +$13.6K +185 +21%
ASN
279
Advisory Services Network
Georgia
$72K +$2.88K +39 +4%
AIL
280
AGF Investments LLC
Ontario, Canada
$72K +$10.2K +144 +17%
GT
281
Greenleaf Trust
Michigan
$71K
IDBONY
282
Israel Discount Bank of New York
New York
$69K
SWA
283
Sutton Wealth Advisors
Florida
$64.4K
IA
284
IFP Advisors
Florida
$64K
SPM
285
Symmetry Peak Management
Pennsylvania
$64K +$64K +876 New
FPFS
286
First Personal Financial Services
North Carolina
$61K +$1.48K +20 +2%
CPP
287
Crow Point Partners
Massachusetts
$57K +$7.95K +109 +16%
MA
288
MUFG Americas
New York
$49K -$15.1K -205 -24%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$48K +$48K +656 New
PCG
290
Private Capital Group
Connecticut
$46K +$37.2K +510 +421%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$45K +$45K +609 New
SIAP
292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K +$37K +500 New
AIM
293
Arcadia Investment Management
Michigan
$31K
WA
294
WealthTrust-Arizona
Arizona
$29K
RFA
295
Reilly Financial Advisors
California
$29K +$29K +401 New
YWP
296
YorkBridge Wealth Partners
New York
$27K
APP
297
Avantax Planning Partners
Iowa
$27K +$27K +370 New
CFA
298
Carroll Financial Associates
North Carolina
$26K +$10.2K +140 +64%
SIAS
299
Shine Investment Advisory Services
Colorado
$25K
MWM
300
MinichMacGregor Wealth Management
New York
$22K -$2.13K -29 -9%