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Five Below
FIVE

Overview Fund Activity

474 hedge funds and large institutions have $10.8B invested in Five Below in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 169 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+34
Holders Change %
+7.73%
% of All Funds
8.35%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
81
Increased
169
Reduced
169
Closed
44
Calls
$259M
Puts
$97.7M
Net Calls
+$161M
Net Calls Change
+$81.8M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$291M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$89.7M
3
Invesco
3
Invesco
Georgia
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$70.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$56.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$314M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$47.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M
4
Fidelity International
4
Fidelity International
Bermuda
$32.8M
5
HAM
5
HHR Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$328K +$4.01K +21 +1%
FP
352
Foundry Partners
Minnesota
$324K – – –
PG
353
Pendal Group
Australia
$319K +$319K +1,671 New
CA
354
Calton & Associates
Florida
$308K -$3.81K -20 -1%
GTCM
355
Gyon Technologies Capital Management
New Jersey
$305K +$305K +1,601 New
SW
356
SkyOak Wealth
Michigan
$303K -$54.9K -278 -15%
BFA
357
Beaumont Financial Advisors
Massachusetts
$301K +$2.48K +13 +0.8%
ACM
358
AlphaCrest Capital Management
New York
$299K -$520K -2,721 -63%
Commonwealth Equity Services
359
Commonwealth Equity Services
Massachusetts
$289K +$65.2K +342 +29%
NFSG
360
Newbridge Financial Services Group
Florida
$289K +$238K +1,247 +469%
HR
361
Hardy Reed
Mississippi
$287K – – –
GI
362
GS Investments
Minnesota
$286K – – –
HWMA
363
Heritage Wealth Management (Arizona)
Arizona
$285K +$285K +1,496 New
CIC
364
Chase Investment Counsel
Virginia
$282K +$3.81K +20 +1%
ST
365
Somerset Trust
Pennsylvania
$281K +$4K +21 +1%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$277K -$14.7K -77 -5%
Wealthfront Advisers
367
Wealthfront Advisers
California
$276K +$17.5K +92 +7%
CAIMH
368
Central Asset Investments & Management Holdings
Hong Kong
$274K +$274K +1,440 New
OTPPB
369
Ontario Teachers' Pension Plan Board
Ontario, Canada
$272K -$561K -2,938 -67%
IIC
370
Integrated Investment Consultants
Michigan
$270K – – –
CWP
371
CFM Wealth Partners
Texas
$264K -$20.8K -109 -7%
BF
372
BOK Financial
Oklahoma
$263K -$389K -2,039 -60%
WJWM
373
Williams Jones Wealth Management
New York
$263K +$263K +1,380 New
Cerity Partners
374
Cerity Partners
New York
$259K +$259K +1,356 New
CA
375
Cetera Advisors
Colorado
$257K -$47.7K -250 -16%
13 14
15
16 17