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Five Below
FIVE

Overview Fund Activity

399 hedge funds and large institutions have $4.99B invested in Five Below in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 167 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-63
Holders Change %
-13.64%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
70
Increased
115
Reduced
167
Closed
132
Calls
$371M
Puts
$322M
Net Calls
+$48.6M
Net Calls Change
-$16.8M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$194M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$117M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$383M
4
SC
4
Samlyn Capital
New York
$93.2M
5
AM
5
Atreides Management
Massachusetts
$68.6M

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$150M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$211M
4
Capital World Investors
4
Capital World Investors
California
$142M
5
CCPM
5
Cooper Creek Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
351
TD Waterhouse Canada
Ontario, Canada
$3.58K -$6.71K -75 -65%
CT
352
Clearstead Trust
Maine
$3.45K -$3.27K -37 -49%
AF
353
Advisornet Financial
Minnesota
$3.09K +$2.56K +29 +483%
NIC
354
Northwest Investment Counselors
Oregon
$3K +$3K +34 New
PC
355
Pier Capital
Connecticut
$2.92K – – –
CA
356
Clearstead Advisors
Ohio
$2.83K – – –
RTL
357
Red Tortoise LLC
Georgia
$2.83K – – –
HI
358
Harbour Investments
Wisconsin
$2.83K +$265 +3 +10%
GWSG
359
GPS Wealth Strategies Group
Colorado
$2.65K – – –
KFI
360
Key Financial Inc
Pennsylvania
$2.56K – – –
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$2.03K – – –
FG
362
Fairman Group
Pennsylvania
$1.77K – – –
EB
363
Eastern Bank
Massachusetts
$1.77K +$1.77K +20 New
EWA
364
EverSource Wealth Advisors
Alabama
$1.68K +$1.24K +14 +280%
WTC
365
WhitTier Trust Company
Nevada
$1.5K -$1.19M -13,514 -100%
S
366
Sachetta
Massachusetts
$1.41K +$1.41K +16 New
BF
367
BOK Financial
Oklahoma
$1.26K -$180 -2 -13%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$1.24K – – –
CA
369
CoreCap Advisors
Michigan
$1.15K -$18.6K -210 -94%
BGAI
370
Bruce G. Allen Investments
Colorado
$1.15K -$530 -6 -32%
MCM
371
Manchester Capital Management
Vermont
$1.06K – – –
VWA
372
Valued Wealth Advisors
Utah
$972 -$530 -6 -35%
QC
373
Quent Capital
New York
$972 – – –
MCM
374
MV Capital Management
Maryland
$796 +$708 +8 +800%
FWM
375
FSA Wealth Management
Massachusetts
$795 +$795 +9 New
13 14
15
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