FIVE icon

Five Below
FIVE

Overview Fund Activity

462 hedge funds and large institutions have $6.34B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-36
Holders Change %
-7.23%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
110
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$302M
2
CCPM
2
Cooper Creek Partners Management
New York
$92.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$99M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$346M
5
Fidelity International
5
Fidelity International
Bermuda
$98.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.1M
4
DCM
4
Dorsal Capital Management
California
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Partnership Wealth Management
Maryland
$34.3K +$32.7K +300 +2,000%
AAP
352
Arax Advisory Partners
Colorado
$32.4K +$29.5K +271 +1,042%
HWM
353
HighMark Wealth Management
Minnesota
$32.1K – – –
GRP
354
Global Retirement Partners
California
$29.9K -$6.43K -59 -18%
PTC
355
Private Trust Company
Ohio
$28.2K – – –
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$26.3K +$26.3K +238 New
ACA
357
American Capital Advisory
Idaho
$25.2K – – –
AF
358
Allworth Financial
California
$24.8K -$22.6K -292 -48%
CA
359
CoreCap Advisors
Michigan
$24.3K +$22.9K +210 +1,615%
SPIA
360
Steward Partners Investment Advisory
New York
$23.9K -$16.8K -154 -41%
LI
361
LRI Investments
Florida
$23.1K – – –
HNB
362
Huntington National Bank
Ohio
$22.4K +$4.25K +39 +23%
LFA
363
LGT Financial Advisors
Texas
$21.2K – – –
BAM
364
Byrne Asset Management
New Jersey
$21K +$21K +190 New
NFSG
365
Newbridge Financial Services Group
Florida
$20.6K +$10.9K +100 +112%
CAS
366
Coppell Advisory Solutions
Texas
$19.7K +$19.7K +181 New
NS
367
NBC Securities
Alabama
$19K – – –
RA
368
Rise Advisors
New York
$16.7K – – –
RI
369
Ridgewood Investments
New Jersey
$16.6K +$16.6K +152 New
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$16.3K -$329K -3,023 -95%
SVCP
371
Silicon Valley Capital Partners
California
$16K – – –
QL
372
Quarry LP
New York
$15.5K +$1.74K +16 +13%
CT
373
Colonial Trust
South Carolina
$15.3K – – –
CT
374
Clearstead Trust
Maine
$14.9K – – –
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$13.5K -$6.1K -56 -31%
13 14
15
16 17