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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
+$267M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$78.5M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$62.3M
4
WA
Wasatch Advisors
Utah
+$60.4M
5
SCM
Steadfast Capital Management
New York
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$184M
2
Man Group
Man Group
United Kingdom
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$51.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46M
5
Victory Capital Management
Victory Capital Management
Texas
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
401
Cherry Tree Wealth Management
Minnesota
$6.6K – – –
GWS
402
Glassman Wealth Services
Virginia
$6.44K -$161 -1 -2%
CG
403
Cutler Group
California
$6K -$114K -758 -95%
EARNEST Partners
404
EARNEST Partners
Georgia
$5.95K – – –
BCWM
405
Bartlett & Co Wealth Management
Ohio
$5.47K +$5.47K +34 New
SIC
406
SJS Investment Consulting
Ohio
$5.31K -$161 -1 -3%
JWA
407
JFS Wealth Advisors
Pennsylvania
$5.31K – – –
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$5.15K – – –
Bessemer Group
409
Bessemer Group
New Jersey
$5K -$12K -77 -71%
BC
410
Bartlett & Co
Ohio
$5K +$5K +34 New
GWSG
411
GPS Wealth Strategies Group
Colorado
$4.83K – – –
BIA
412
Bell Investment Advisors
California
$4.83K -$161 -1 -3%
AAP
413
Arax Advisory Partners
Colorado
$4.83K – – –
KFI
414
Key Financial Inc
Pennsylvania
$4.67K – – –
SSB
415
Sandy Spring Bank
Maryland
$4.02K -$4.83K -30 -55%
IBOK
416
Independence Bank of Kentucky
Kentucky
$4.02K – – –
SFG
417
Steward Financial Group
Texas
$4K +$4K +28 New
BAAM
418
Baker Avenue Asset Management
California
$3.7K -$3.22K -20 -47%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$3.7K -$322 -2 -8%
HI
420
Harbour Investments
Wisconsin
$3.54K – – –
BF
421
BOK Financial
Oklahoma
$3.31K +$870 +5 +36%
PFA
422
Pathway Financial Advisers
Indiana
$3.22K +$3.22K +20 New
VCM
423
Versant Capital Management
Arizona
$2.9K – – –
LFG
424
Larson Financial Group
Missouri
$2.57K +$2.57K +16 New
MFT
425
Moisand Fitzgerald Tamayo
Florida
$2.25K -$9.98K -62 -82%
15 16
17
18 19