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Five Below
FIVE

Overview Fund Activity

358 hedge funds and large institutions have $6.48B invested in Five Below in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 116 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+23
Holders Change %
+6.87%
% of All Funds
7.36%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.21%
New
71
Increased
116
Reduced
125
Closed
47
Calls
$147M
Puts
$91.4M
Net Calls
+$55.8M
Net Calls Change
+$44.2M

Top Buyers

1
SCM
Suvretta Capital Management
New York
$119M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$117M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$428M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$226M
5
Capital World Investors
Capital World Investors
California
$392M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$115M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$16.4M
3
Citadel Advisors
Citadel Advisors
Florida
$85M
4
1WCM
12 West Capital Management
New York
$0
5
GGHC
Gilder Gagnon Howe & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$9K – – –
OPS
327
Orion Portfolio Solutions
Nebraska
$7K -$109 -1 -2%
MAM
328
Meeder Asset Management
Ohio
$7K -$109 -1 -2%
HFA
329
HC Financial Advisors
California
$6K – – –
PAM
330
Panagora Asset Management
Massachusetts
$6K – – –
AIM
331
Anchor Investment Management
South Carolina
$5.03K +$5.03K +47 New
CFGS
332
Concourse Financial Group Securities
Alabama
$5K -$2.08K -20 -29%
BAM
333
Bellevue Asset Management
Washington
$5K – – –
WB
334
Webster Bank
Connecticut
$5K – – –
BGIM
335
Brandywine Global Investment Management
Pennsylvania
$4K -$14M -119,224 -100%
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
TWA
337
TCI Wealth Advisors
Arizona
$4K – – –
BAMG
338
Brand Asset Management Group
Missouri
$4K – – –
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
EARNEST Partners
340
EARNEST Partners
Georgia
$4K – – –
FHA
341
Flagship Harbor Advisors
Massachusetts
$3K – – –
SFG
342
Sowa Financial Group
Rhode Island
$3K – – –
PA
343
Parallel Advisors
California
$3K – – –
BCA
344
Berman Capital Advisors
Georgia
$3K +$833 +10 +38%
LC
345
Lindbrook Capital
California
$3K +$3K +24 New
1IA
346
1834 Investment Advisors
Wisconsin
$3K +$3K +29 New
CCA
347
Column Capital Advisors
Indiana
$3K +$3K +29 New
MIM
348
Macroview Investment Management
Maryland
$3K +$3K +30 New
VFA
349
Valeo Financial Advisors
Indiana
$2K -$11.7K -111 -85%
GAM
350
Gemmer Asset Management
California
$2K -$1.74K -20 -47%
12 13
14
15 16