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Five Below
FIVE

Overview Fund Activity

421 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
138
Reduced
126
Closed
61
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M

Top Buyers

1
SCM
Steadfast Capital Management
New York
$124M
2
Marshall Wace
Marshall Wace
United Kingdom
$244M
3
Holocene Advisors
Holocene Advisors
New York
$144M
4
AllianceBernstein
AllianceBernstein
Tennessee
$59.5M
5
Man Group
Man Group
United Kingdom
$59.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$378M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$2.85M
4
AM
Atreides Management
Massachusetts
$0
5
Macquarie Group
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
301
Choreo LLC
Illinois
$205K -$81.7K -785 -28%
NP
302
NorthRock Partners
Minnesota
$204K +$204K +1,941 New
BBVA
303
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$204K +1,973 New
HR
304
Hardy Reed
Mississippi
$200K +$200K +1,909 New
IWA
305
Icon Wealth Advisors
Texas
$199K -$24.8K -236 -11%
QL
306
Quarry LP
New York
$198K +$6.4K +61 +3%
Osaic Holdings
307
Osaic Holdings
Arizona
$192K -$2.73K -29 -1%
AAM
308
Advisors Asset Management
Colorado
$192K -$3.78K -36 -2%
SAM
309
Shell Asset Management
Netherlands
$188K – – –
HFS
310
Hantz Financial Services
Michigan
$180K -$37.6K -359 -17%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$169K -$2.52K -24 -1%
PPA
312
Pilgrim Partners Asia
Singapore
$166K +$166K +1,580 New
SG Americas Securities
313
SG Americas Securities
New York
$160K -$434K -4,144 -73%
QCG
314
Quadrant Capital Group
Ohio
$160K +$7.14K +68 +5%
GI
315
GS Investments
Minnesota
$157K – – –
AAP
316
Arax Advisory Partners
Colorado
$151K +$114K +1,086 +304%
GKIM
317
GW&K Investment Management
Massachusetts
$147K -$447K -4,250 -75%
SCM
318
Sterling Capital Management
North Carolina
$143K +$16.6K +158 +13%
GI
319
GAMMA Investing
California
$143K +$85.4K +814 +149%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$130K -$67K -638 -34%
Lazard Asset Management
321
Lazard Asset Management
New York
$99K +$99K +950 New
MFS
322
Mattson Financial Services
Michigan
$96K -$162K -1,829 -63%
PCM
323
Peregrine Capital Management
Minnesota
$93.6K – – –
VHAM
324
Van Hulzen Asset Management
California
$79.9K +$79.9K +761 New
SAM
325
Smartleaf Asset Management
Massachusetts
$77K +$1.87K +18 +2%
11 12
13
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