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Five Below
FIVE

Overview Fund Activity

448 hedge funds and large institutions have $9.74B invested in Five Below in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-19
Holders Change %
-4.07%
% of All Funds
7.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
48
Increased
172
Reduced
155
Closed
61
Calls
$221M
Puts
$152M
Net Calls
+$69.1M
Net Calls Change
-$5.75M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$461M
3
Ameriprise
Ameriprise
Minnesota
$162M
4
AC
Armistice Capital
New York
$67.4M
5
WA
Wasatch Advisors
Utah
$394M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$1.33M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Invesco
Invesco
Georgia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
401
Corbenic Partners
Pennsylvania
$20K – – –
LF
402
Lee Financial
Texas
$19K +$4.52K +25 +31%
FPS
403
Fieldpoint Private Securities
Connecticut
$18K – – –
FRA
404
Front Row Advisors
California
$15K – – –
MAM
405
Meeder Asset Management
Ohio
$14K +$538 +3 +4%
WBC
406
West Branch Capital
Massachusetts
$13K – – –
CA
407
Clearstead Advisors
Ohio
$13K +$13K +71 New
HL
408
Harding Loevner
New Jersey
$12K – – –
Walleye Capital
409
Walleye Capital
New York
$11.9K +$4.4K +24,862 +58%
ST
410
Smithfield Trust
Pennsylvania
$11K -$67.8K -370 -86%
TWA
411
TCI Wealth Advisors
Arizona
$11K +$5.25K +31 +91%
PMFA
412
Plante Moran Financial Advisors
Michigan
$10K +$10K +57 New
AF
413
Allworth Financial
California
$10K +$10K +58 New
1IA
414
1834 Investment Advisors
Wisconsin
$9K – – –
SWM
415
Spire Wealth Management
Virginia
$9K – – –
BCA
416
Berman Capital Advisors
Georgia
$8K +$340 +2 +4%
LC
417
Lindbrook Capital
California
$8K +$1.57K +9 +24%
CWC
418
Carolinas Wealth Consulting
North Carolina
$8K +$2.18K +12 +38%
EARNEST Partners
419
EARNEST Partners
Georgia
$7K – – –
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$7K +$875 +5 +14%
CG
421
Cutler Group
California
$7K +$6.3K +36 +900%
KIG
422
Kowal Investment Group
Wisconsin
$7K +$7K +41 New
VCM
423
Vigilant Capital Management
Maine
$6K +$6K +33 New
GI
424
Gradient Investments
Minnesota
$5K -$7.31K -38 -59%
BAM
425
Bellevue Asset Management
Washington
$5K – – –
15 16
17
18 19