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Five Below
FIVE

Overview Fund Activity

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$337M
2
Marshall Wace
Marshall Wace
United Kingdom
$162M
3
Holocene Advisors
Holocene Advisors
New York
$110M
4
Millennium Management
Millennium Management
New York
$75.9M
5
JCM
Junto Capital Management
New York
$73.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$802M
2
DCM
Dorsal Capital Management
California
$95.9M
3
BlackRock
BlackRock
New York
$1.06B
4
WA
Wasatch Advisors
Utah
$392M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
351
Beacon Pointe Advisors
California
$287K -$38.4K -180 -12%
CA
352
CoreCap Advisors
Michigan
$283K -$77.2K -362 -21%
LC
353
Lindbrook Capital
California
$281K +$12.6K +59 +5%
CW
354
CreativeOne Wealth
Kansas
$278K -$282K -1,323 -50%
CWM
355
Cordatus Wealth Management
Pennsylvania
$270K -$2.35K -11 -0.9%
BBVA
356
Banco Bilbao Vizcaya Argentaria
Spain
$265K +$265K +1,246 New
FP
357
Foundry Partners
Minnesota
$265K – – –
MCM
358
Manchester Capital Management
Vermont
$262K – – –
MCM
359
MAI Capital Management
Ohio
$260K +$260K +1,222 New
FCM
360
Frontier Capital Management
Massachusetts
$260K -$11.1K -52 -4%
EWM
361
Evercore Wealth Management
New York
$259K -$11.5K -54 -4%
UCFA
362
United Capital Financial Advisors
Texas
$255K +$255K +1,197 New
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$255K -$38.4K -180 -13%
TC
364
TownSquare Capital
Utah
$254K +$254K +1,190 New
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$247K -$86.7K -407 -26%
AFG
366
Alterity Financial Group
Maine
$238K +$238K +1,117 New
CCG
367
Catalina Capital Group
California
$237K +$237K +1,113 New
SG
368
StoneX Group
New York
$234K +$234K +1,098 New
MFS
369
Mirabella Financial Services
United Kingdom
$233K +$233K +1,093 New
CIC
370
Chilton Investment Company
Connecticut
$230K +$230K +1,079 New
LA
371
Latitude Advisors
Florida
$230K +$230K +1,077 New
ATPW
372
Ashton Thomas Private Wealth
Arizona
$229K -$40.7K -191 -15%
KBC Group
373
KBC Group
Belgium
$222K +$24.7K +116 +13%
CG
374
Cutler Group
California
$215K +$206K +971 +2,428%
OMC
375
Overbrook Management Corp
New York
$213K +$213K +1,000 New
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15
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