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Five Below
FIVE

Overview Fund Activity

457 hedge funds and large institutions have $11.5B invested in Five Below in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
7.06%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
71
Increased
162
Reduced
155
Closed
55
Calls
$238M
Puts
$163M
Net Calls
+$74.7M
Net Calls Change
+$5.64M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$140M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$959M
3
Citadel Advisors
Citadel Advisors
Florida
$155M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$150M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$615M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$12.5M
2
Millennium Management
Millennium Management
New York
$743K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$40M
4
AC
Armistice Capital
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Somerset Trust
Pennsylvania
$319K +$5.99K +29 +2%
GI
327
GS Investments
Minnesota
$310K – – –
CA
328
Cetera Advisors
Colorado
$307K +$6.82K +33 +2%
HR
329
Hardy Reed
Mississippi
$301K – – –
VPIM
330
Vanguard Personalized Indexing Management
California
$299K -$180K -869 -38%
MWM
331
Modera Wealth Management
New Jersey
$298K +$298K +1,439 New
TPCW
332
TD Private Client Wealth
New York
$298K +$35.4K +171 +13%
IIC
333
Integrated Investment Consultants
Michigan
$293K – – –
WA
334
Wealth Alliance
New York
$293K +$6.84K +33 +2%
Wealthfront Advisers
335
Wealthfront Advisers
California
$293K +$16.8K +81 +6%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$289K -$622 -3 -0.2%
RC
337
Roundview Capital
New Jersey
$287K +$287K +1,389 New
CG
338
Cutler Group
California
$275K +$267K +1,291 +3,228%
CCM
339
Conway Capital Management
California
$272K – – –
Creative Planning
340
Creative Planning
Kansas
$272K +$272K +1,315 New
ACM
341
AlphaCrest Capital Management
New York
$269K -$364K -1,762 -58%
EWM
342
Evercore Wealth Management
New York
$262K – – –
BPA
343
Beacon Pointe Advisors
California
$260K +$4.96K +24 +2%
CI
344
Cigna Investments
Connecticut
$259K -$107K -519 -29%
II
345
Inspire Investing
Idaho
$250K +$3.94K +19 +2%
GT
346
Greenleaf Trust
Michigan
$247K -$3.3K -16 -1%
SFG
347
Synergy Financial Group
California
$244K +$244K +1,177 New
CIC
348
Chase Investment Counsel
Virginia
$235K -$23.7K -115 -9%
BC
349
Burney Company
Virginia
$230K +$230K +1,110 New
AP
350
Advisor Partners
California
$226K +$226K +1,088 New
12 13
14
15 16