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Five Below
FIVE

Overview Fund Activity

421 hedge funds and large institutions have $6.11B invested in Five Below in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
138
Reduced
126
Closed
61
Calls
$323M
Puts
$228M
Net Calls
+$94.2M
Net Calls Change
+$45.6M

Top Buyers

1
SCM
1
Steadfast Capital Management
New York
$124M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$244M
3
Holocene Advisors
3
Holocene Advisors
New York
$144M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$59.5M
5
Man Group
5
Man Group
United Kingdom
$59.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$128M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$378M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.85M
4
AM
4
Atreides Management
Massachusetts
$0
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$21K +$8.4K +80 +67%
LFA
352
LGT Financial Advisors
Texas
$20.5K – – –
GRP
353
Global Retirement Partners
California
$19.5K -$105 -1 -0.5%
RA
354
Rise Advisors
New York
$16.1K – – –
RI
355
Ridgewood Investments
New Jersey
$16K – – –
LI
356
LRI Investments
Florida
$15.5K – – –
WT
357
Whittier Trust
California
$15.2K -$14.9K -142 -49%
Bessemer Group
358
Bessemer Group
New Jersey
$15K +$8.92K +85 +147%
Jones Financial Companies
359
Jones Financial Companies
Missouri
$14.5K +$5.77K +55 +66%
EIM
360
Essex Investment Management
Massachusetts
$14.4K -$19.9K -190 -58%
SPIA
361
Steward Partners Investment Advisory
New York
$13.2K +$2.31K +22 +21%
C
362
Covestor
United Kingdom
$13K +$6.45K +59 +98%
NFSG
363
Newbridge Financial Services Group
Florida
$10.5K – – –
Nomura Asset Management
364
Nomura Asset Management
Japan
$10.5K – – –
ASN
365
Advisory Services Network
Georgia
$9.51K – – –
Nisa Investment Advisors
366
Nisa Investment Advisors
Missouri
$7.98K -$1.57K -15 -16%
FFA
367
Farther Finance Advisors
California
$7.97K +$2.62K +25 +49%
WBC
368
West Branch Capital
Massachusetts
$7.87K – – –
AG
369
AmeriFlex Group
Nevada
$7.69K +$7.69K +82 New
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$7.66K +$315 +3 +4%
GSWM
371
Golden State Wealth Management
California
$7.03K +$7.03K +67 New
CAL
372
Capital Advisors Ltd
Ohio
$7K – – –
CFGS
373
Concourse Financial Group Securities
Alabama
$6.68K -$2.51K -27 -27%
ST
374
Smithfield Trust
Pennsylvania
$6K – – –
CPG
375
Cornerstone Planning Group
New Jersey
$5.96K -$1.73K -18 -23%
13 14
15
16 17