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Five Below
FIVE

Overview Fund Activity

440 hedge funds and large institutions have $10.3B invested in Five Below in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+42
Holders Change %
+10.55%
% of All Funds
7.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
86
Increased
141
Reduced
168
Closed
41
Calls
$276M
Puts
$196M
Net Calls
+$79.2M
Net Calls Change
+$14M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$131M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$56.4M
3
Invesco
Invesco
Georgia
$133M
4
RCW
Rheos Capital Works
Japan
$32.1M
5
MC
Montag & Caldwell
Georgia
$31.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$289M
2
Holocene Advisors
Holocene Advisors
New York
$248K
3
TCG
Tremblant Capital Group
Florida
$39.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
401
Kathmere Capital Management
Pennsylvania
$15K – – –
AF
402
Advisornet Financial
Minnesota
$15K – – –
LF
403
Lee Financial
Texas
$14K -$4.38K -25 -24%
FRA
404
Front Row Advisors
California
$14K -$1.8K -10 -11%
VCG
405
Vantage Consulting Group
Virginia
$12K +$12K +69 New
MAM
406
Meeder Asset Management
Ohio
$11K – – –
HFA
407
HC Financial Advisors
California
$10K – – –
ST
408
Smithfield Trust
Pennsylvania
$10K – – –
IAIM
409
International Assets Investment Management
Florida
$10K +$10K +58 New
PAM
410
Panagora Asset Management
Massachusetts
$9K -$1.02K -6 -10%
PA
411
Parallel Advisors
California
$9K – – –
SIAG
412
Safeguard Investment Advisory Group
California
$9K +$9K +52 New
WB
413
Webster Bank
Connecticut
$8K – – –
HL
414
Harding Loevner
New Jersey
$8K +$8K +44 New
HFS
415
Hantz Financial Services
Michigan
$7K -$5.71K -31 -45%
BAMG
416
Brand Asset Management Group
Missouri
$7K – – –
BAM
417
Bellevue Asset Management
Washington
$6K -$750 -4 -11%
TWA
418
TCI Wealth Advisors
Arizona
$6K – – –
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
EARNEST Partners
420
EARNEST Partners
Georgia
$6K – – –
BCA
421
Berman Capital Advisors
Georgia
$5K +$1.29K +9 +35%
JCM
422
Jacobi Capital Management
Pennsylvania
$5K +$1.61K +10 +48%
BSSFA
423
Baron Silver Stevens Financial Advisors
Florida
$5K +$5K +29 New
GAM
424
Gemmer Asset Management
California
$4K – – –
LC
425
Lindbrook Capital
California
$4K – – –
15 16
17
18 19