FIVE icon

Five Below
FIVE

Overview Fund Activity

474 hedge funds and large institutions have $10.8B invested in Five Below in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 169 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+34
Holders Change %
+7.73%
% of All Funds
8.35%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
81
Increased
169
Reduced
169
Closed
44
Calls
$259M
Puts
$97.7M
Net Calls
+$161M
Net Calls Change
+$81.8M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$291M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$89.7M
3
Invesco
3
Invesco
Georgia
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$70.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$56.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$314M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$47.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M
4
Fidelity International
4
Fidelity International
Bermuda
$32.8M
5
HAM
5
HHR Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
426
Quantbot Technologies
New York
$23K +$23K +125 New
SAI
427
Systematic Alpha Investments
New Jersey
$22K – – –
CP
428
Corbenic Partners
Pennsylvania
$22K +$22K +113 New
FPS
429
Fieldpoint Private Securities
Connecticut
$20K +$1.91K +10 +11%
SWM
430
Spire Wealth Management
Virginia
$20K +$20K +103 New
AIG
431
American International Group
New York
$19.4K +$66 +346 +0.3%
Bessemer Group
432
Bessemer Group
New Jersey
$18K – – –
AF
433
Advisornet Financial
Minnesota
$16K – – –
LF
434
Lee Financial
Texas
$15K – – –
FRA
435
Front Row Advisors
California
$15K – – –
PA
436
Parallel Advisors
California
$14K +$4.08K +21 +41%
MAM
437
Meeder Asset Management
Ohio
$13K +$929 +5 +8%
ETC
438
Exchange Traded Concepts
Oklahoma
$12K -$9.44K -48 -44%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$12K +$5.12K +26 +74%
ST
440
Smithfield Trust
Pennsylvania
$11K – – –
HFA
441
HC Financial Advisors
California
$11K – – –
IAIM
442
International Assets Investment Management
Florida
$10K – – –
1IA
443
1834 Investment Advisors
Wisconsin
$10K +$10K +50 New
WB
444
Webster Bank
Connecticut
$9K – – –
HL
445
Harding Loevner
New Jersey
$8K – – –
BAMG
446
Brand Asset Management Group
Missouri
$8K – – –
EARNEST Partners
447
EARNEST Partners
Georgia
$7K – – –
BCA
448
Berman Capital Advisors
Georgia
$6K -$563 -3 -9%
BAM
449
Bellevue Asset Management
Washington
$6K -$400 -2 -6%
TWA
450
TCI Wealth Advisors
Arizona
$6K – – –
16 17
18
19 20