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Five Below

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
401
SYSTM Wealth Solutions
Illinois
$65.4K +$65.4K +307 New
HWM
402
HighMark Wealth Management
Minnesota
$62.9K
PS
403
Principal Securities
Iowa
$60.5K +$60.5K +284 New
CAS
404
Coppell Advisory Solutions
Texas
$58K -$26.2K -123 -31%
PTC
405
Private Trust Company
Ohio
$55.2K +$5.76K +27 +12%
GRP
406
Global Retirement Partners
California
$53.8K -$1.9K -10 -3%
ASN
407
Advisory Services Network
Georgia
$52.3K -$510K -2,397 -91%
CPG
408
Cornerstone Planning Group
New Jersey
$46.7K
LFA
409
LGT Financial Advisors
Texas
$41.6K
UB
410
UMB Bank
Missouri
$39.4K -$5.97K -28 -13%
NS
411
NBC Securities
Alabama
$39K -$898K -4,214 -96%
PA
412
Parallel Advisors
California
$37.7K +$17.5K +82 +86%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$37.3K +$5.54K +26 +17%
A
414
AlphaQuest
New York
$36.7K +$36.7K +172 New
CFO
415
CVA Family Office
Colorado
$36.2K +$36.2K +170 New
HNB
416
Huntington National Bank
Ohio
$35.6K +$2.98K +14 +9%
CT
417
Colonial Trust
South Carolina
$34.2K
PS
418
Planned Solutions
California
$34.1K +$34.1K +160 New
TWM
419
Tradition Wealth Management
Minnesota
$33K
SVCP
420
Silicon Valley Capital Partners
California
$31.3K +$31.3K +147 New
VSQM
421
V-Square Quantitative Management
Illinois
$26.2K +$26.2K +123 New
ACA
422
American Capital Advisory
Idaho
$25.2K +$25.2K +118 New
ST
423
Smithfield Trust
Pennsylvania
$24K +$11K +51 +85%
CFGS
424
Concourse Financial Group Securities
Alabama
$23K -$9.81K -46 -30%
FGA
425
Fortis Group Advisors
New Jersey
$21.3K +$10.7K +50 +100%