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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 %
CFGS
376
Concourse Financial Group Securities
Alabama
$24.8K -$965 -6 -4%
HNB
377
Huntington National Bank
Ohio
$24.6K -$2.25K -14 -8%
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$24K -$4.51K -28 -16%
EA
379
Emerald Advisers
Pennsylvania
$23.8K +$23.8K +148 New
SS
380
Sunbelt Securities
Texas
$21.6K – – –
RTC
381
Riverview Trust Company
Washington
$18.2K – – –
PA
382
Parallel Advisors
California
$15.3K -$5.31K -33 -26%
CT
383
Clearstead Trust
Maine
$14.9K +$14.9K +76 New
CT
384
Cambridge Trust
Massachusetts
$14.8K – – –
NFSG
385
Newbridge Financial Services Group
Florida
$14.3K -$8.85K -55 -38%
LF
386
Lee Financial
Texas
$13.7K – – –
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$13K +$940 +6 +8%
FRA
388
Front Row Advisors
California
$12.7K – – –
VWM
389
Venturi Wealth Management
Texas
$12.6K -$1.13K -7 -8%
WBC
390
West Branch Capital
Massachusetts
$12.1K – – –
BFEC
391
Benjamin F. Edwards & Company
Missouri
$12K – – –
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$10.1K – – –
ST
393
Smithfield Trust
Pennsylvania
$10K – – –
IA
394
IFP Advisors
Florida
$9.82K -$60.8K -378 -86%
Mitsubishi UFJ Asset Management
395
Mitsubishi UFJ Asset Management
Japan
$9.33K +$9.33K +58 New
SWM
396
Spire Wealth Management
Virginia
$8.05K +$1.45K +9 +22%
FGA
397
Fortis Group Advisors
New Jersey
$8.05K +$8.05K +50 New
TPCW
398
TD Private Client Wealth
New York
$7.88K – – –
IHWM
399
Iron Horse Wealth Management
Iowa
$7.56K +$7.4K +46 +4,600%
WTA
400
Washington Trust Advisors
Massachusetts
$6.92K -$1.13K -7 -14%
14 15
16
17 18