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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 %
ST
376
Smithfield Trust
Pennsylvania
$13K – – –
CP
377
Camelot Portfolios
Ohio
$12.5K +$12.5K +115 New
TWC
378
TD Waterhouse Canada
Ontario, Canada
$12.4K -$1.41M -13,070 -99%
RTC
379
Riverview Trust Company
Washington
$12.3K – – –
CFGS
380
Concourse Financial Group Securities
Alabama
$11.8K – – –
GWM
381
Geneos Wealth Management
Colorado
$11.7K +$11.7K +107 New
PA
382
Parallel Advisors
California
$11.2K -$981 -9 -8%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$11K -$762 -7 -6%
Nomura Asset Management
384
Nomura Asset Management
Japan
$10.9K -$282K -2,586 -96%
BWL
385
Bogart Wealth LLC
Virginia
$10.9K +$10.9K +100 New
AGWCA
386
Annis Gardner Whiting Capital Advisors
Florida
$10.6K +$545 +5 +5%
ASN
387
Advisory Services Network
Georgia
$9.88K +$9.88K +91 New
BTI
388
Blue Trust Inc
Georgia
$9.27K +$9.27K +51 New
UB
389
UMB Bank
Missouri
$8.83K -$13K -119 -60%
FRA
390
Front Row Advisors
California
$8.72K -$763 -7 -8%
WBC
391
West Branch Capital
Massachusetts
$8.17K – – –
FFA
392
Farther Finance Advisors
California
$7.76K +$215 +2 +3%
VWM
393
Venturi Wealth Management
Texas
$7.74K -$4.47K -41 -37%
AFS
394
Annapolis Financial Services
Maryland
$7.3K – – –
Mitsubishi UFJ Asset Management
395
Mitsubishi UFJ Asset Management
Japan
$6.32K – – –
FGA
396
Fortis Group Advisors
New Jersey
$5.45K – – –
CPG
397
Cornerstone Planning Group
New Jersey
$5.38K -$5.18K -77 -49%
PGAM
398
Princeton Global Asset Management
New Jersey
$5.23K +$5.23K +48 New
IHWM
399
Iron Horse Wealth Management
Iowa
$5.12K – – –
O
400
Ossiam
France
$5.01K +$5.01K +46 New
14 15
16
17 18