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Five Below
FIVE

Overview Fund Activity

448 hedge funds and large institutions have $9.74B invested in Five Below in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-19
Holders Change %
-4.07%
% of All Funds
7.87%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
48
Increased
172
Reduced
155
Closed
61
Calls
$221M
Puts
$152M
Net Calls
+$69.1M
Net Calls Change
-$5.75M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$461M
3
Ameriprise
Ameriprise
Minnesota
$162M
4
AC
Armistice Capital
New York
$67.4M
5
WA
Wasatch Advisors
Utah
$394M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$1.33M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Invesco
Invesco
Georgia
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
426
Bellevue Asset Management
Washington
$5K – – –
BA
427
Bellwether Advisors
Nebraska
$5K +$5K +33 New
WPA
428
West Paces Advisors
Georgia
$4.24K – – –
BWM
429
BerganKDV Wealth Management
Minnesota
$4K – – –
GAM
430
Gemmer Asset Management
California
$4K – – –
APWA
431
Atlas Private Wealth Advisors
New Jersey
$4K – – –
BIA
432
Bell Investment Advisors
California
$4K +$4K +20 New
HPC
433
HM Payson & Co
Maine
$3K – – –
HI
434
Harbour Investments
Wisconsin
$3K – – –
PCTC
435
Perkins Coie Trust Company
Washington
$3K – – –
VCM
436
Versant Capital Management
Arizona
$3K – – –
SCA
437
Stonebridge Capital Advisors
Minnesota
$2K -$2K -12 -50%
MCM
438
Manchester Capital Management
Vermont
$2K – – –
JCM
439
Jacobi Capital Management
Pennsylvania
$2K – – –
GWSG
440
GPS Wealth Strategies Group
Colorado
$2K – – –
GEA
441
Glen Eagle Advisors
New Jersey
$1.41K – – –
HFM
442
Harvest Fund Management
China
$1K -$35.1K -351 -97%
FMP
443
Financial Management Professionals
Texas
$1K – – –
BWM
444
Baystate Wealth Management
Massachusetts
$1K – – –
GWS
445
Glassman Wealth Services
Virginia
$1K – – –
LWM
446
Liberty Wealth Management
California
$1K +$1K +3 New
AAP
447
Arax Advisory Partners
Colorado
$1K +$1K +4 New
Nisa Investment Advisors
448
Nisa Investment Advisors
Missouri
$4 -$29 -150 -88%
1832 Asset Management
449
1832 Asset Management
Ontario, Canada
– -$185M -950,410 Closed
Renaissance Technologies
450
Renaissance Technologies
New York
– -$47M -243,200 Closed
16 17
18
19 20