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Five Below
FIVE

Overview Fund Activity

399 hedge funds and large institutions have $4.99B invested in Five Below in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 167 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-63
Holders Change %
-13.64%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
115
Reduced
167
Closed
132
Calls
$371M
Puts
$322M
Net Calls
+$48.6M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$194M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$117M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$383M
4
SC
4
Samlyn Capital
New York
$93.2M
5
AM
5
Atreides Management
Massachusetts
$68.6M

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$150M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$211M
4
Capital World Investors
4
Capital World Investors
California
$142M
5
CCPM
5
Cooper Creek Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
301
Mather Group
Illinois
$28.2K -$6.44K -73 -19%
PW
302
Paladin Wealth
Minnesota
$26.2K +$26.2K +296 New
HWM
303
HighMark Wealth Management
Minnesota
$26.1K – – –
WT
304
Whittier Trust
California
$25.4K -$2.28M -25,786 -99%
A
305
AlphaQuest
New York
$24.5K -$17K -192 -41%
CTC
306
Central Trust Company
Missouri
$21.7K -$8.84K -100 -29%
PTC
307
Private Trust Company
Ohio
$20.5K -$2.39K -27 -10%
PA
308
Parallel Advisors
California
$20.1K +$11K +125 +121%
Mirae Asset Global Investments
309
Mirae Asset Global Investments
South Korea
$20K -$2.04K -22 -9%
AF
310
Allworth Financial
California
$18.6K -$9.72K -110 -34%
HNB
311
Huntington National Bank
Ohio
$18.4K +$177 +2 +1%
LFA
312
LGT Financial Advisors
Texas
$17.2K – – –
GRP
313
Global Retirement Partners
California
$16.5K -$7.69K -87 -32%
CAS
314
Coppell Advisory Solutions
Texas
$16.3K -$463 -5 -3%
PS
315
Planned Solutions
California
$14.1K +$14.1K +160 New
RA
316
Rise Advisors
New York
$13.5K – – –
RI
317
Ridgewood Investments
New Jersey
$13.4K – – –
LI
318
LRI Investments
Florida
$13K -$5.64K -64 -30%
BTI
319
Blue Trust Inc
Georgia
$12.8K +$7.22K +66 +129%
CT
320
Colonial Trust
South Carolina
$12.8K – – –
Optiver Holding
321
Optiver Holding
Netherlands
$12.2K +$12.2K +138 New
UB
322
UMB Bank
Missouri
$11.5K +$4.33K +49 +60%
VWM
323
Venturi Wealth Management
Texas
$11.4K +$5.13K +58 +82%
JIP
324
Jaffetilchin Investment Partners
Florida
$11K +$11K +125 New
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$11K +$1.74K +19 +19%
11 12
13
14 15