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Five Below

413 hedge funds and large institutions have $7.32B invested in Five Below in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 139 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+11
Holders Change %
+2.74%
% of All Funds
8.16%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
66
Increased
147
Reduced
139
Closed
45
Calls
$267M
Puts
$233M
Net Calls
+$33.2M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
351
Jacobi Capital Management
Pennsylvania
$64K
OIA
352
Optimum Investment Advisors
Illinois
$58K
SFS
353
Sowell Financial Services
Arkansas
$57K +$46.7K +362 +453%
RA
354
Rational Advisors
New York
$52K -$1.44M -11,342 -97%
Lazard Asset Management
355
Lazard Asset Management
New York
$51K +$35.4K +277 +227%
SPIA
356
Steward Partners Investment Advisory
New York
$48K -$8.77K -70 -15%
SIAS
357
Shine Investment Advisory Services
Colorado
$47K -$13.6K -106 -23%
AIM
358
Aigen Investment Management
New York
$47K +$47K +364 New
ASN
359
Advisory Services Network
Georgia
$43K -$119K -936 -73%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$43K -$3.35K -26 -7%
PCG
361
Private Capital Group
Connecticut
$38K
CTC
362
Central Trust Company
Missouri
$38K
HNB
363
Huntington National Bank
Ohio
$34K
QCG
364
Quadrant Capital Group
Ohio
$33K -$1.07K -9 -3%
TWA
365
TCI Wealth Advisors
Arizona
$30K
SSB
366
Sandy Spring Bank
Maryland
$27K +$2.51K +20 +10%
GRP
367
Global Retirement Partners
California
$26K -$3.51K -27 -12%
RFA
368
Reilly Financial Advisors
California
$26K +$507 +4 +2%
CIA
369
CSat Investment Advisory
Michigan
$23K +$2.84K +22 +14%
MAM
370
Meeder Asset Management
Ohio
$20K -$81.4K -631 -80%
FIB
371
First Interstate Bank
Montana
$20K
OPS
372
Orion Portfolio Solutions
Nebraska
$20K +$20K +157 New
AWA
373
Arkadios Wealth Advisors
Georgia
$19.3K +$19.3K +168 New
PA
374
Procyon Advisors
Connecticut
$18K +$18K +137 New
VFA
375
Valeo Financial Advisors
Indiana
$17K