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Five Below
FIVE

Overview Fund Activity

462 hedge funds and large institutions have $6.34B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-36
Holders Change %
-7.23%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
110
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$302M
2
CCPM
2
Cooper Creek Partners Management
New York
$92.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$99M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$346M
5
Fidelity International
5
Fidelity International
Bermuda
$98.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.1M
4
DCM
4
Dorsal Capital Management
California
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$251K -$10.6K -97 -4%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$251K -$58.2K -535 -19%
Teacher Retirement System of Texas
303
Teacher Retirement System of Texas
Texas
$250K -$995K -9,114 -80%
AAM
304
Advisors Asset Management
Colorado
$243K -$20.4K -187 -8%
Allianz Asset Management
305
Allianz Asset Management
Germany
$240K +$240K +2,200 New
SCA
306
Snowden Capital Advisors
New York
$238K -$26.5K -243 -10%
Nomura Holdings
307
Nomura Holdings
Japan
$238K +$238K +2,181 New
PFBT
308
Parkside Financial Bank & Trust
Missouri
$231K +$19.6K +180 +9%
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$229K +$46.4K +426 +25%
IWA
310
Icon Wealth Advisors
Texas
$228K -$53.4K -734 -19%
GT
311
Glenmede Trust
Pennsylvania
$225K -$187K -1,719 -45%
DWM
312
Dynasty Wealth Management
Florida
$223K +$86.8K +797 +64%
HCM
313
Hengehold Capital Management
Ohio
$223K – – –
BFA
314
Brown Financial Advisors
Ohio
$222K +$222K +2,039 New
RFC
315
Regions Financial Corp
Alabama
$221K -$7.85K -72 -3%
GFWA
316
Grey Fox Wealth Advisors
Delaware
$211K – – –
IIC
317
Integrated Investment Consultants
Michigan
$210K – – –
HR
318
Hardy Reed
Mississippi
$208K +$48.6K +446 +30%
PAG
319
Private Advisor Group
New Jersey
$207K -$1.74K -16 -0.8%
FTWA
320
Fifth Third Wealth Advisors
Ohio
$202K +$202K +1,858 New
BFEC
321
Benjamin F. Edwards & Company
Missouri
$186K +$9.7K +89 +6%
GI
322
GS Investments
Minnesota
$163K – – –
HFS
323
Hantz Financial Services
Michigan
$161K +$35.3K +323 +28%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$150K +$16K +147 +12%
LC
325
Lindbrook Capital
California
$147K +$4.8K +44 +3%
11 12
13
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