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Five Below

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
301
Snowden Capital Advisors
New York
$548K -$21.3K -100 -4%
PMAM
302
Picton Mahoney Asset Management
Ontario, Canada
$540K +$16K +75 +3%
NW
303
NewEdge Wealth
Pennsylvania
$531K +$531K +2,493 New
ADIM
304
Alpha DNA Investment Management
Maryland
$521K +$521K +2,444 New
JCM
305
Janney Capital Management
Pennsylvania
$516K +$16.2K +76 +3%
SCM
306
Shelton Capital Management
Colorado
$512K -$37.3K -175 -7%
YMRC
307
Yorktown Management & Research Company
Virginia
$512K
CIP
308
Cornerstone Investment Partners
Georgia
$500K +$2.56K +12 +0.5%
RFC
309
Regions Financial Corp
Alabama
$496K -$10.4K -49 -2%
HCM
310
Hengehold Capital Management
Ohio
$471K
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
$465K +$4.26K +20 +0.9%
M1FG
312
Mach-1 Financial Group
Arkansas
$461K +$461K +2,163 New
WA
313
Wealth Alliance
New York
$446K +$16K +75 +4%
LFAS
314
Level Four Advisory Services
Texas
$435K +$435K +2,039 New
SAM
315
Shell Asset Management
Netherlands
$433K -$131K -614 -23%
AAM
316
Advisors Asset Management
Colorado
$432K +$78.4K +368 +22%
CA
317
Cetera Advisors
Colorado
$429K +$42.4K +199 +11%
QCG
318
Quadrant Capital Group
Ohio
$417K +$105K +493 +34%
GFWA
319
Grey Fox Wealth Advisors
Delaware
$412K -$10.7K -50 -3%
GCP
320
GSA Capital Partners
United Kingdom
$409K +$409K +1,920 New
PAG
321
Private Advisor Group
New Jersey
$405K +$405K +1,898 New
P8IP
322
Pier 88 Investment Partners
California
$396K -$341K -1,600 -46%
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K
HI
324
Handelsinvest Investeringsforvaltning
Denmark
$386K +$386K +1,810 New
PA
325
Profund Advisors
Maryland
$386K +$65.4K +307 +20%