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Five Below

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$380K +$365K +1,710 +2,375%
LOAMU
327
Lombard Odier Asset Management (USA)
New York
$378K +$378K +1,772 New
PFBT
328
Parkside Financial Bank & Trust
Missouri
$366K -$8.1K -38 -2%
WG
329
Winton Group
United Kingdom
$365K -$182K -855 -33%
HFS
330
Hantz Financial Services
Michigan
$360K +$80.3K +377 +29%
OWP
331
Obermeyer Wealth Partners
Colorado
$354K
PTC
332
Petrus Trust Company
Texas
$334K +$334K +1,567 New
CIA
333
Capital Impact Advisors
Massachusetts
$334K
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$331K +$331K +1,553 New
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$328K
HCM
336
HMS Capital Management
Tennessee
$322K -$99.8K -468 -24%
GI
337
GS Investments
Minnesota
$320K
AssetMark Inc
338
AssetMark Inc
California
$316K +$4.69K +22 +2%
NP
339
NorthRock Partners
Minnesota
$315K +$315K +1,476 New
HR
340
Hardy Reed
Mississippi
$312K +$639 +3 +0.2%
DT
341
Diversified Trust
Tennessee
$309K +$5.97K +28 +2%
BFA
342
Beaumont Financial Advisors
Massachusetts
$308K -$22.8K -107 -7%
TFS
343
Thoroughbred Financial Services
Tennessee
$308K -$3.83K -18 -1%
First Trust Advisors
344
First Trust Advisors
Illinois
$306K -$6.99M -32,786 -96%
SG Americas Securities
345
SG Americas Securities
New York
$305K -$4.07M -19,059 -93%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$300K +$32.6K +153 +12%
IIC
347
Integrated Investment Consultants
Michigan
$294K
HAG
348
HighPoint Advisor Group
Illinois
$294K +$294K +1,691 New
PFS
349
Prospera Financial Services
Texas
$289K -$4.48K -21 -2%
PMEF
350
Point72 Middle East FZE
United Arab Emirates
$289K +$289K +1,358 New