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Five Below
FIVE

Overview Fund Activity

481 hedge funds and large institutions have $10.4B invested in Five Below in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 167 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+56
Holders Change %
+13.18%
% of All Funds
7.76%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.34%
New
103
Increased
167
Reduced
155
Closed
42
Calls
$256M
Puts
$315M
Net Calls
-$59M
Net Calls Change
+$14M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$99.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$187M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$483M
5
Squarepoint
5
Squarepoint
New York
$51.1M

Top Sellers

1
DCP
1
Darsana Capital Partners
New York
$79.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.15B
3
AC
3
Armistice Capital
New York
$0
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$117M
5
Fidelity International
5
Fidelity International
Bermuda
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
426
Nisa Investment Advisors
Missouri
$11K – – –
ST
427
Smithfield Trust
Pennsylvania
$11K – – –
C
428
Covestor
United Kingdom
$11K – – –
MIM
429
Macroview Investment Management
Maryland
$10.6K +$10.6K +60 New
WTA
430
Washington Trust Advisors
Massachusetts
$10.3K +$3.01K +17 +41%
CA
431
CoreCap Advisors
Michigan
$9.37K +$9.37K +53 New
TPCW
432
TD Private Client Wealth
New York
$8.67K -$884 -5 -9%
TWA
433
TCI Wealth Advisors
Arizona
$8.49K – – –
EC
434
Elequin Capital
New York
$8.49K +$8.49K +48 New
FFA
435
Farther Finance Advisors
California
$7.85K +$7.85K +44 New
BAAM
436
Baker Avenue Asset Management
California
$7.61K +$7.61K +43 New
GWS
437
Glassman Wealth Services
Virginia
$7.25K – – –
HI
438
Harbour Investments
Wisconsin
$7.25K +$3.36K +19 +86%
ASN
439
Advisory Services Network
Georgia
$7.08K +$7.08K +40 New
SWM
440
Spire Wealth Management
Virginia
$7K – – –
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$6.9K +$6.9K +39 New
EARNEST Partners
442
EARNEST Partners
Georgia
$6.54K – – –
Amundi
443
Amundi
France
$6.31K -$194K -1,015 -97%
CWC
444
Carolinas Wealth Consulting
North Carolina
$6.19K -$2.3K -13 -27%
AAP
445
Arax Advisory Partners
Colorado
$6.19K +$4.6K +26 +289%
JWA
446
JFS Wealth Advisors
Pennsylvania
$6.01K +$177 +1 +3%
Bessemer Group
447
Bessemer Group
New Jersey
$6K -$75.6K -441 -93%
SIC
448
SJS Investment Consulting
Ohio
$5.84K +$884 +5 +18%
BIA
449
Bell Investment Advisors
California
$5.48K +$2.65K +15 +94%
BCM
450
Bourgeon Capital Management
Connecticut
$5.31K -$2.83K -16 -35%
16 17
18
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