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Five Below
FIVE

Overview Fund Activity

335 hedge funds and large institutions have $4.12B invested in Five Below in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-78
Holders Change %
-18.89%
% of All Funds
7.4%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
54
Increased
120
Reduced
128
Closed
129
Calls
$114M
Puts
$102M
Net Calls
+$11.6M
Net Calls Change
-$21.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$220M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$119M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$225M
4
JSP
Jackson Square Partners
California
$52.7M
5
CCM
Candlestick Capital Management
Connecticut
$51.4M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
2
TP
Third Point
New York
$0
3
CAM
Congress Asset Management
Massachusetts
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
MWNA
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
426
Starfire Investment Advisers
Michigan
– -$255K -2,000 Closed
HCM
427
Hengehold Capital Management
Ohio
– -$249K -1,947 Closed
ZB
428
Zions Bancorporation
Utah
– -$247K -1,929 Closed
AC
429
Avenir Corporation
Virginia
– -$239K -1,870 Closed
CA
430
Cetera Advisors
Colorado
– -$232K -1,816 Closed
WCA
431
Westover Capital Advisors
Delaware
– -$226K -1,764 Closed
GI
432
GAMCO Investors
Connecticut
– -$225K -1,763 Closed
AG
433
AlphaSimPlex Group
Massachusetts
– -$222K -1,740 Closed
FCI
434
Financial Counselors Inc
Kansas
– -$218K -1,704 Closed
ONB
435
Old National Bancorp
Indiana
– -$215K -1,684 Closed
MWM
436
Meridian Wealth Management
Kentucky
– -$202K -1,583 Closed
CAM
437
Cresset Asset Management
Illinois
– -$202K -1,577 Closed
CG
438
Cutler Group
California
– -$186K -1,455 Closed
PCM
439
Penserra Capital Management
California
– -$137K -1,210 Closed
BSG
440
Black Swift Group
Colorado
– -$105K -825 Closed
SMFS
441
Squar Milner Financial Services
California
– -$90K -709 Closed
CCA
442
Catalyst Capital Advisors
New York
– -$90K -700 Closed
RA
443
Rational Advisors
New York
– -$52K -410 Closed
AIM
444
Aigen Investment Management
New York
– -$47K -364 Closed
FIB
445
First Interstate Bank
Montana
– -$20K -158 Closed
IA
446
IFP Advisors
Florida
– -$13K -100 Closed
SIC
447
Samalin Investment Counsel
New York
– -$12K -100 Closed
VAIA
448
Virtus Alternative Investment Advisers
Connecticut
– -$9K -72 Closed
FMII
449
Farmers & Merchants Investments Inc
Nebraska
– -$9K -72 Closed
CI
450
Cordant Inc
Oregon
– -$5K -41 Closed
15 16 17
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