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Five Below
FIVE

Overview Fund Activity

421 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
138
Reduced
126
Closed
61
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M

Top Buyers

1
SCM
Steadfast Capital Management
New York
$124M
2
Marshall Wace
Marshall Wace
United Kingdom
$244M
3
Holocene Advisors
Holocene Advisors
New York
$144M
4
AllianceBernstein
AllianceBernstein
Tennessee
$59.5M
5
Man Group
Man Group
United Kingdom
$59.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$378M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$2.85M
4
AM
Atreides Management
Massachusetts
$0
5
Macquarie Group
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
276
Isthmus Partners
Wisconsin
$281K – – –
FC
277
Farringdon Capital
United Kingdom
$278K +$278K +2,644 New
ST
278
Somerset Trust
Pennsylvania
$273K -$31.4K -299 -10%
Allianz Asset Management
279
Allianz Asset Management
Germany
$273K -$577K -5,500 -68%
V
280
ViaWealth
Kansas
$273K – – –
CCM
281
Coldstream Capital Management
Washington
$271K +$2.2K +21 +0.8%
ProShare Advisors
282
ProShare Advisors
Maryland
$270K +$18.2K +173 +7%
VI
283
Versor Investments
New York
$267K +$267K +2,544 New
CC
284
Centiva Capital
New York
$267K +$267K +2,543 New
AWM
285
AE Wealth Management
Kansas
$261K +$261K +2,489 New
A
286
AlphaQuest
New York
$257K +$228K +2,176 +786%
Corient Private Wealth
287
Corient Private Wealth
Florida
$256K +$256K +2,442 New
ECM
288
Everence Capital Management
Indiana
$249K +$249K +2,370 New
Focus Partners Wealth
289
Focus Partners Wealth
Massachusetts
$247K +$247K +2,355 New
CM
290
Caption Management
Oklahoma
$242K +$242K +2,308 New
HWM
291
HB Wealth Management
Georgia
$241K +$241K +2,295 New
BEI
292
Benjamin Edwards Inc
Missouri
$234K +$234K +2,227 New
LOAMU
293
Lombard Odier Asset Management (USA)
New York
$230K -$129K -1,227 -36%
SCM
294
Shelton Capital Management
Colorado
$227K +$227K +2,166 New
KBC Group
295
KBC Group
Belgium
$223K +$52K +496 +30%
WA
296
Wealth Alliance
New York
$221K +$221K +2,107 New
FCM
297
Frontier Capital Management
Massachusetts
$218K +$218K +2,080 New
MOS
298
MGO One Seven
Ohio
$215K +$215K +2,053 New
NW
299
NewEdge Wealth
Pennsylvania
$214K +$214K +2,035 New
PFBT
300
Parkside Financial Bank & Trust
Missouri
$209K -$23.2K -221 -10%
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