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Five Below
FIVE

Overview Fund Activity

457 hedge funds and large institutions have $11.5B invested in Five Below in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
7.06%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
71
Increased
162
Reduced
155
Closed
55
Calls
$238M
Puts
$163M
Net Calls
+$74.7M
Net Calls Change
+$5.64M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$140M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$959M
3
Citadel Advisors
3
Citadel Advisors
Florida
$155M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$150M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$615M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.5M
2
Millennium Management
2
Millennium Management
New York
$743K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$40M
4
AC
4
Armistice Capital
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
426
Zullo Investment Group
Pennsylvania
$6K +$6K +29 New
WPA
427
West Paces Advisors
Georgia
$5.59K +$621 +3 +13%
GI
428
Gradient Investments
Minnesota
$5K -$652 -3 -12%
BAM
429
Bellevue Asset Management
Washington
$5K -$192 -1 -4%
GAM
430
Gemmer Asset Management
California
$5K – – –
RIM
431
Rockbridge Investment Management
New York
$5K +$5K +25 New
MFAM
432
Motley Fool Asset Management
Virginia
$5K +$5K +26 New
BIA
433
Bell Investment Advisors
California
$4K – – –
VCM
434
Versant Capital Management
Arizona
$4K – – –
HI
435
Harbour Investments
Wisconsin
$4K – – –
S
436
Surevest
California
$4K +$4K +21 New
SC
437
Sierra Capital
Florida
$4K +$4K +21 New
Nisa Investment Advisors
438
Nisa Investment Advisors
Missouri
$3K – – –
AAP
439
Arax Advisory Partners
Colorado
$3K +$2.14K +10 +250%
BA
440
Bivin & Associates
Oklahoma
$3K +$3K +15 New
CA
441
Cornerstone Advisory
Maryland
$3K +$3K +15 New
SWA
442
Sutton Wealth Advisors
Florida
$2.28K +$2.28K +11 New
GWSG
443
GPS Wealth Strategies Group
Colorado
$2K – – –
SCA
444
Stonebridge Capital Advisors
Minnesota
$2K – – –
MCM
445
Manchester Capital Management
Vermont
$2K – – –
BWM
446
Baystate Wealth Management
Massachusetts
$2K – – –
FMP
447
Financial Management Professionals
Texas
$2K – – –
HFM
448
Harvest Fund Management
China
$2K – – –
JWA
449
JFS Wealth Advisors
Pennsylvania
$2K +$2K +9 New
GEA
450
Glen Eagle Advisors
New Jersey
$1.66K – – –
16 17
18
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