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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 %
EI
301
Ellevest Inc
New York
$10K – – –
FRA
302
Front Row Advisors
California
$10K +$467 +5 +5%
LF
303
Lee Financial
Texas
$10K +$1.07K +15 +12%
RBC
304
Roble Belko & Company
Pennsylvania
$8K – – –
HFS
305
Hantz Financial Services
Michigan
$7K +$7K +97 New
SIAS
306
Shine Investment Advisory Services
Colorado
$6K -$21K -284 -78%
AF
307
Advisornet Financial
Minnesota
$6K – – –
S
308
SignatureFD
Georgia
$6K +$533 +8 +10%
OPS
309
Orion Portfolio Solutions
Nebraska
$5K -$7.08K -92 -59%
MAM
310
Meeder Asset Management
Ohio
$5K -$6.92K -90 -58%
CFGS
311
Concourse Financial Group Securities
Alabama
$5K -$3.09K -42 -38%
PAM
312
Panagora Asset Management
Massachusetts
$4K – – –
BAM
313
Bellevue Asset Management
Washington
$4K +$2.87K +33 +254%
HFA
314
HC Financial Advisors
California
$4K +$4K +56 New
TWA
315
TCI Wealth Advisors
Arizona
$3K -$15.8K -200 -84%
EARNEST Partners
316
EARNEST Partners
Georgia
$3K – – –
BAMG
317
Brand Asset Management Group
Missouri
$3K – – –
WB
318
Webster Bank
Connecticut
$3K – – –
BBHC
319
Brown Brothers Harriman & Co
New York
$3K +$184 +3 +7%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +37 New
GAM
321
Gemmer Asset Management
California
$3K +$3K +43 New
LWA
322
Lenox Wealth Advisors
New York
$3K +$3K +45 New
SFG
323
Sowa Financial Group
Rhode Island
$2K – – –
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PA
325
Parallel Advisors
California
$2K +$1K +15 +100%
11 12
13
14 15