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Five Below

498 hedge funds and large institutions have $10.7B invested in Five Below in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 156 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-4
Holders Change %
-0.8%
% of All Funds
7.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
60
Increased
156
Reduced
194
Closed
58
Calls
$216M
Puts
$257M
Net Calls
-$41.1M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
401
Global Retirement Partners
California
$60.4K +$9.07K +50 +18%
FHA
402
First Horizon Advisors
Tennessee
$60.2K -$5.99K -33 -9%
ZB
403
Zions Bancorporation
Utah
$55.3K +$55.3K +305 New
HWM
404
HighMark Wealth Management
Minnesota
$53.5K
SWS
405
SYSTM Wealth Solutions
Illinois
$49K -$6.71K -37 -12%
PTC
406
Private Trust Company
Ohio
$47K
LI
407
LRI Investments
Florida
$38.5K +$38.5K +212 New
UB
408
UMB Bank
Missouri
$36.3K +$2.72K +15 +8%
LFA
409
LGT Financial Advisors
Texas
$35.4K
NS
410
NBC Securities
Alabama
$33K
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$32.6K +$907 +5 +3%
CFO
412
CVA Family Office
Colorado
$30.8K
HNB
413
Huntington National Bank
Ohio
$30.3K
RA
414
Rise Advisors
New York
$27.8K +$27.8K +153 New
FIM
415
Fernwood Investment Management
Massachusetts
$27K +$27K +149 New
SVCP
416
Silicon Valley Capital Partners
California
$26.7K
CT
417
Colonial Trust
South Carolina
$25.4K -$4.05K -22 -14%
ACA
418
American Capital Advisory
Idaho
$24.3K
QL
419
Quarry LP
New York
$22.9K +$22.9K +126 New
CPG
420
Cornerstone Planning Group
New Jersey
$22.7K -$8.98K -62 -28%
WR
421
WD Rutherford
Oregon
$22.7K +$22.7K +125 New
VSQM
422
V-Square Quantitative Management
Illinois
$22.3K
RTC
423
Riverview Trust Company
Washington
$20.5K +$20.5K +113 New
VWM
424
Venturi Wealth Management
Texas
$20.3K +$7.44K +41 +58%
PA
425
Parallel Advisors
California
$20.3K -$11.8K -65 -37%