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Five Below
FIVE

Overview Fund Activity

451 hedge funds and large institutions have $9.79B invested in Five Below in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-37
Holders Change %
-7.58%
% of All Funds
7.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
45
Increased
159
Reduced
181
Closed
79
Calls
$173M
Puts
$172M
Net Calls
+$1.05M
Net Calls Change
+$75.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$267M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$78.5M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$62.3M
4
WA
Wasatch Advisors
Utah
+$60.4M
5
SCM
Steadfast Capital Management
New York
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$184M
2
Man Group
Man Group
United Kingdom
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$51.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46M
5
Victory Capital Management
Victory Capital Management
Texas
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$348K +$348K +2,162 New
KI
302
Kapitalo Investimentos
Brazil
$336K +$150K +930 +80%
WA
303
Wealth Alliance
New York
$324K +$5.79K +36 +2%
GFWA
304
Grey Fox Wealth Advisors
Delaware
$319K – – –
HCM
305
HMS Capital Management
Tennessee
$318K -$7.88K -49 -2%
IIM
306
INTECH Investment Management
Florida
$311K +$311K +1,930 New
DFCM
307
Dark Forest Capital Management
Puerto Rico
$310K +$310K +1,925 New
OIA
308
OneDigital Investment Advisors
Kansas
$304K -$965 -6 -0.3%
CA
309
Cetera Advisors
Colorado
$292K +$4.02K +25 +1%
DA
310
Duality Advisers
Florida
$292K +$292K +1,814 New
AWS
311
Atria Wealth Solutions
New York
$286K -$186K -1,156 -39%
TRCT
312
Tower Research Capital (TRC)
New York
$285K -$459K -2,854 -62%
PG
313
Patten Group
Tennessee
$283K – – –
PFBT
314
Parkside Financial Bank & Trust
Missouri
$282K +$68.2K +424 +32%
EGM
315
Engineers Gate Manager
New York
$276K -$577K -3,588 -68%
WJWM
316
Williams Jones Wealth Management
New York
$275K – – –
CA
317
CoreCap Advisors
Michigan
$272K -$9.33K -58 -3%
BC
318
Bridgefront Capital
Texas
$268K +$268K +1,664 New
OWP
319
Obermeyer Wealth Partners
Colorado
$267K +$267K +1,662 New
AAM
320
Advisors Asset Management
Colorado
$267K +$38K +236 +17%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$252K -$18.3K -114 -7%
CIA
322
Capital Impact Advisors
Massachusetts
$252K – – –
BFA
323
Beaumont Financial Advisors
Massachusetts
$250K +$29.1K +181 +13%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$248K – – –
BPA
325
Beacon Pointe Advisors
California
$245K +$245K +1,525 New
11 12
13
14 15