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Five Below
FIVE

Overview Fund Activity

335 hedge funds and large institutions have $4.12B invested in Five Below in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-78
Holders Change %
-18.89%
% of All Funds
7.4%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
54
Increased
120
Reduced
128
Closed
129
Calls
$114M
Puts
$102M
Net Calls
+$11.6M
Net Calls Change
-$21.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$220M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$119M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
JSP
4
Jackson Square Partners
California
$52.7M
5
CCM
5
Candlestick Capital Management
Connecticut
$51.4M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$0
2
TP
2
Third Point
New York
$0
3
CAM
3
Congress Asset Management
Massachusetts
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$45K +$8.65K +124 +24%
QCG
277
Quadrant Capital Group
Ohio
$45K +$25.6K +368 +132%
SF
278
Synovus Financial
Georgia
$41K -$132K -1,975 -76%
CFA
279
Carroll Financial Associates
North Carolina
$41K -$70 -1 -0.2%
PCG
280
Private Capital Group
Connecticut
$40K +$18.5K +261 +86%
JCM
281
Jacobi Capital Management
Pennsylvania
$37K +$1.49K +21 +4%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$37K +$35.5K +500 +2,381%
SFS
283
Sowell Financial Services
Arkansas
$26K -$5.4K -76 -17%
ASN
284
Advisory Services Network
Georgia
$23K -$137 -2 -0.6%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$22K +$13.1K +189 +148%
TF
286
Tompkins Financial
New York
$21K +$21K +301 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
287
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20K -$306K -4,294 -94%
FMT
288
First Mercantile Trust
Tennessee
$20K -$59.9K -863 -75%
HNB
289
Huntington National Bank
Ohio
$19K – – –
AIC
290
Ameritas Investment Company
Nebraska
$19K +$19K +275 New
SPIA
291
Steward Partners Investment Advisory
New York
$18K -$7.92K -117 -31%
SSB
292
Sandy Spring Bank
Maryland
$16K +$1.04K +15 +7%
PA
293
Procyon Advisors
Connecticut
$16K +$6.39K +91 +66%
CIA
294
CSat Investment Advisory
Michigan
$15K +$2.64K +38 +21%
CTC
295
Central Trust Company
Missouri
$14K -$7K -100 -33%
RFA
296
Reilly Financial Advisors
California
$14K – – –
GRP
297
Global Retirement Partners
California
$14K – – –
AWA
298
Arkadios Wealth Advisors
Georgia
$11.8K – – –
BFEC
299
Benjamin F. Edwards & Company
Missouri
$10K -$12.6K -186 -56%
VFA
300
Valeo Financial Advisors
Indiana
$10K -$308 -4 -3%
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