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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 %
SSG
326
Summit Securities Group
New York
$10K +$10K +114 New
ASN
327
Advisory Services Network
Georgia
$9.88K – – –
SPIA
328
Steward Partners Investment Advisory
New York
$9.19K -$10.2K -115 -53%
NFSG
329
Newbridge Financial Services Group
Florida
$8.84K -$7.86K -89 -47%
Nomura Asset Management
330
Nomura Asset Management
Japan
$8.84K – – –
CFGS
331
Concourse Financial Group Securities
Alabama
$8.75K -$795 -9 -8%
Nisa Investment Advisors
332
Nisa Investment Advisors
Missouri
$8.04K -$5.21K -59 -39%
Jones Financial Companies
333
Jones Financial Companies
Missouri
$7.69K +$6.3K +68 +453%
CPG
334
Cornerstone Planning Group
New Jersey
$7.24K – – –
WBC
335
West Branch Capital
Massachusetts
$6.63K – – –
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$6.19K -$4.77K -54 -44%
CAL
337
Capital Advisors Ltd
Ohio
$6K +$5.52K +58 +1,160%
AFS
338
Annapolis Financial Services
Maryland
$5.92K – – –
ATS
339
Ashton Thomas Securities
New York
$5.65K +$5.65K +64 New
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$5.12K – – –
C
341
Covestor
United Kingdom
$5K -$68.1K -817 -93%
ST
342
Smithfield Trust
Pennsylvania
$5K -$4.25K -51 -46%
Bessemer Group
343
Bessemer Group
New Jersey
$5K +$2.24K +26 +81%
BBHC
344
Brown Brothers Harriman & Co
New York
$4.95K +$4.95K +56 New
FFA
345
Farther Finance Advisors
California
$4.5K -$1.85K -21 -29%
FGA
346
Fortis Group Advisors
New Jersey
$4.42K – – –
BIA
347
Bell Investment Advisors
California
$4.33K +$1.94K +22 +81%
IHWM
348
Iron Horse Wealth Management
Iowa
$4.15K – – –
CTWM
349
Cherry Tree Wealth Management
Minnesota
$3.62K – – –
PS
350
Principal Securities
Iowa
$3.62K -$42.7K -483 -92%
12 13
14
15 16