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Five Below
FIVE

Overview Fund Activity

462 hedge funds and large institutions have $6.34B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-36
Holders Change %
-7.23%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
110
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$302M
2
CCPM
2
Cooper Creek Partners Management
New York
$92.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$99M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$346M
5
Fidelity International
5
Fidelity International
Bermuda
$98.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.1M
4
DCM
4
Dorsal Capital Management
California
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
401
Washington Trust Advisors
Massachusetts
$4.8K +$109 +1 +2%
FNWA
402
Financial Network Wealth Advisors
Utah
$4.58K +$4.58K +42 New
CTWM
403
Cherry Tree Wealth Management
Minnesota
$4.47K – – –
SWM
404
Spire Wealth Management
Virginia
$4.03K -$1.31K -12 -24%
Allspring Global Investments
405
Allspring Global Investments
North Carolina
$3.7K -$3.79M -34,781 -100%
PC
406
Pier Capital
Connecticut
$3.6K – – –
CA
407
Clearstead Advisors
Ohio
$3.49K +$3.49K +32 New
RTL
408
Red Tortoise LLC
Georgia
$3.49K +$3.49K +32 New
GWSG
409
GPS Wealth Strategies Group
Colorado
$3.27K – – –
HI
410
Harbour Investments
Wisconsin
$3.16K -$2.07K -19 -40%
KFI
411
Key Financial Inc
Pennsylvania
$3.16K – – –
IA
412
IFP Advisors
Florida
$3.05K -$3.27K -30 -52%
Bessemer Group
413
Bessemer Group
New Jersey
$3K -$3.75K -40 -56%
BIA
414
Bell Investment Advisors
California
$2.94K – – –
CJ
415
Caitlin John
Michigan
$2.72K – – –
PWMG
416
Private Wealth Management Group
New Jersey
$2.62K +$1.53K +14 +140%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$2.51K – – –
JWA
418
JFS Wealth Advisors
Pennsylvania
$2.29K -$1.31K -12 -36%
PFA
419
Pathway Financial Advisers
Indiana
$2.18K – – –
FG
420
Fairman Group
Pennsylvania
$2.18K – – –
BGAI
421
Bruce G. Allen Investments
Colorado
$2.07K +$2.07K +19 New
FCAS
422
First Command Advisory Services
Texas
$1.96K – – –
VWA
423
Valued Wealth Advisors
Utah
$1.85K – – –
BAM
424
Bellevue Asset Management
Washington
$1.85K +$763 +7 +70%
BF
425
BOK Financial
Oklahoma
$1.74K – – –
15 16
17
18 19