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Five Below
FIVE

Overview Fund Activity

448 hedge funds and large institutions have $8.61B invested in Five Below in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 68 closing their positions.

Holders
448
Holders Change
-9
Holders Change %
-1.97%
% of All Funds
7.09%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
63
Increased
158
Reduced
163
Closed
68
Calls
$257M
Puts
$252M
Net Calls
+$5.15M
Net Calls Change
-$69.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$894M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$101M
3
WA
3
Wasatch Advisors
Utah
$424M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$336M
5
AC
5
Armistice Capital
New York
$57.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$37.4M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$24.1M
4
Invesco
4
Invesco
Georgia
$69.5M
5
CIC
5
Chilton Investment Company
Connecticut
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$8K -$8.16K -52 -50%
CWC
402
Carolinas Wealth Consulting
North Carolina
$8K +$667 +4 +9%
LC
403
Lindbrook Capital
California
$6K -$833 -5 -12%
EARNEST Partners
404
EARNEST Partners
Georgia
$6K – – –
TWA
405
TCI Wealth Advisors
Arizona
$5K -$4.56K -31 -48%
ZIG
406
Zullo Investment Group
Pennsylvania
$5K – – –
VCM
407
Vigilant Capital Management
Maine
$5K – – –
BA
408
Bellwether Advisors
Nebraska
$5K – – –
COCM
409
Charter Oak Capital Management
New Hampshire
$5K +$5K +29 New
T
410
TCWP
Ohio
$5K +$5K +35 New
WPA
411
West Paces Advisors
Georgia
$4.28K – – –
RIM
412
Rockbridge Investment Management
New York
$4.07K – – –
AA
413
Ancora Advisors
Ohio
$4K – – –
DFCM
414
Dark Forest Capital Management
Puerto Rico
$4K +$3.48K +20 +667%
BWM
415
BerganKDV Wealth Management
Minnesota
$3K -$2.86K -20 -49%
BAM
416
Bellevue Asset Management
Washington
$3K -$714 -5 -19%
Nisa Investment Advisors
417
Nisa Investment Advisors
Missouri
$3K – – –
VCM
418
Versant Capital Management
Arizona
$3K – – –
SC
419
Sierra Capital
Florida
$3K – – –
GAM
420
Gemmer Asset Management
California
$3K – – –
GWSG
421
GPS Wealth Strategies Group
Colorado
$3K +$1.5K +9 +100%
JWA
422
JFS Wealth Advisors
Pennsylvania
$3K +$1.65K +11 +122%
GWS
423
Glassman Wealth Services
Virginia
$3K +$2.33K +14 +350%
WT
424
Whittier Trust
California
$3K +$3K +18 New
PCA
425
Providence Capital Advisors
North Carolina
$3K +$3K +18 New
15 16
17
18 19