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Five Below
FIVE

Overview Fund Activity

451 hedge funds and large institutions have $9.79B invested in Five Below in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-37
Holders Change %
-7.58%
% of All Funds
7.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
45
Increased
159
Reduced
181
Closed
79
Calls
$173M
Puts
$172M
Net Calls
+$1.05M
Net Calls Change
+$75.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$377M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$167M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$243M
4
WA
Wasatch Advisors
Utah
$338M
5
SCM
Steadfast Capital Management
New York
$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
2
Man Group
Man Group
United Kingdom
$58.7M
3
Goldman Sachs
Goldman Sachs
New York
$48.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Victory Capital Management
Victory Capital Management
Texas
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
351
Steph & Co
Wisconsin
$135K +$5.95K +37 +5%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$124K -$21.3K -132 -15%
SI
353
Stephens Inc
Arkansas
$122K -$38.6K -240 -24%
CA
354
Clearstead Advisors
Ohio
$113K +$34.8K +216 +45%
CTC
355
Central Trust Company
Missouri
$112K -$1.13K -7 -1%
PPC
356
Park Place Capital
Alabama
$103K +$10.6K +66 +11%
EIM
357
Essex Investment Management
Massachusetts
$103K -$1.76M -10,916 -94%
AF
358
Allworth Financial
California
$90.9K -$3.22K -20 -3%
AFS
359
Annapolis Financial Services
Maryland
$81.6K – – –
C
360
Covestor
United Kingdom
$73K +$17.7K +109 +32%
SPIA
361
Steward Partners Investment Advisory
New York
$72.9K +$8.05K +50 +12%
CAS
362
Coppell Advisory Solutions
Texas
$69.9K +$33.8K +191 +94%
Amundi
363
Amundi
France
$68.7K -$178K -1,084 -72%
AIC
364
Archer Investment Corporation
Indiana
$64.4K – – –
FHA
365
First Horizon Advisors
Tennessee
$55.5K +$2.41K +15 +5%
NA
366
NewEdge Advisors
Louisiana
$49.9K -$708K -4,403 -93%
HWM
367
HighMark Wealth Management
Minnesota
$47.5K – – –
GRP
368
Global Retirement Partners
California
$46.9K +$6.08K +38 +15%
CFB
369
Cullen/Frost Bankers
Texas
$44.6K -$48.3K -300 -52%
PTC
370
Private Trust Company
Ohio
$37.3K -$35.9K -223 -49%
CPG
371
Cornerstone Planning Group
New Jersey
$35.2K -$3.06K -19 -8%
UB
372
UMB Bank
Missouri
$34.3K -$8.05K -50 -19%
LFA
373
LGT Financial Advisors
Texas
$31.4K +$31.4K +195 New
CT
374
Colonial Trust
South Carolina
$25.7K +$8.52K +53 +50%
TWM
375
Tradition Wealth Management
Minnesota
$25K -$321 -2 -1%
13 14
15
16 17