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Five Below

448 hedge funds and large institutions have $9.74B invested in Five Below in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-19
Holders Change %
-4.07%
% of All Funds
7.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
48
Increased
172
Reduced
155
Closed
61
Calls
$221M
Puts
$152M
Net Calls
+$69.1M
Net Calls Change
-$5.75M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
351
TD Private Client Wealth
New York
$224K +$14.9K +84 +7%
EWM
352
Evercore Wealth Management
New York
$224K
CIC
353
Chase Investment Counsel
Virginia
$221K
ST
354
Sageworth Trust
Pennsylvania
$219K
BPA
355
Beacon Pointe Advisors
California
$218K +$33.8K +191 +18%
HAG
356
HighPoint Advisor Group
Illinois
$218K +$218K +1,232 New
FNBOO
357
First National Bank of Omaha
Nebraska
$216K +$216K +1,221 New
GT
358
Greenleaf Trust
Michigan
$214K +$5.47K +31 +3%
CG
359
Colony Group
Massachusetts
$213K +$213K +1,204 New
KeyBank National Association
360
KeyBank National Association
Ohio
$211K -$530 -3 -0.3%
II
361
Inspire Investing
Idaho
$210K +$210K +1,188 New
TRCT
362
Tower Research Capital (TRC)
New York
$187K -$576K -3,271 -75%
NFSG
363
Newbridge Financial Services Group
Florida
$180K -$33.4K -189 -16%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$168K -$140K -793 -46%
Schroder Investment Management Group
365
Schroder Investment Management Group
United Kingdom
$162K -$77.4K -439 -32%
EWM
366
Endurance Wealth Management
Rhode Island
$143K
AII
367
AGF Investments Inc
Ontario, Canada
$141K -$30K -170 -18%
CFA
368
Cahill Financial Advisors
Minnesota
$137K +$137K +776 New
CFGS
369
Concourse Financial Group Securities
Alabama
$135K +$5.31K +30 +4%
SGAM
370
Smith Group Asset Management
Texas
$131K
IA
371
IFP Advisors
Florida
$118K +$78.9K +448 +202%
FMT
372
First Mercantile Trust
Tennessee
$115K
CFA
373
Carroll Financial Associates
North Carolina
$109K
BFEC
374
Benjamin F. Edwards & Company
Missouri
$109K +$45.4K +256 +72%
SOW
375
State of Wyoming
Wyoming
$80K -$83.7K -472 -51%