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Five Below
FIVE

Overview Fund Activity

496 hedge funds and large institutions have $12.1B invested in Five Below in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 147 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+15
Holders Change %
+3.12%
% of All Funds
7.94%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
74
Increased
147
Reduced
207
Closed
49
Calls
$174M
Puts
$188M
Net Calls
-$14M
Net Calls Change
+$45M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$802M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$116M
3
EAM
3
Eagle Asset Management
Florida
$93.9M
4
Invesco
4
Invesco
Georgia
$84.6M
5
TCM
5
TimesSquare Capital Management
New York
$42.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.07B
2
WA
2
Wasatch Advisors
Utah
$370M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
Fidelity International
4
Fidelity International
Bermuda
$53M
5
DCP
5
Darsana Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
426
Parallel Advisors
California
$22K +$2.68K +13 +14%
LF
427
Lee Financial
Texas
$21.6K – – –
CT
428
Colonial Trust
South Carolina
$21.5K – – –
UB
429
UMB Bank
Missouri
$20.2K -$7.62K -37 -27%
CT
430
Cambridge Trust
Massachusetts
$18.9K – – –
FRA
431
Front Row Advisors
California
$18K -$628 -3 -3%
VWM
432
Venturi Wealth Management
Texas
$17.5K +$17.5K +85 New
Bessemer Group
433
Bessemer Group
New Jersey
$17K +$9.74K +47 +134%
MFT
434
Moisand Fitzgerald Tamayo
Florida
$15.7K +$12.8K +62 +443%
WBC
435
West Branch Capital
Massachusetts
$15.4K – – –
SS
436
Sunbelt Securities
Texas
$15.3K +$15.3K +76 New
BFEC
437
Benjamin F. Edwards & Company
Missouri
$15K -$19.4K -93 -56%
AFS
438
Annapolis Financial Services
Maryland
$13.8K – – –
Nisa Investment Advisors
439
Nisa Investment Advisors
Missouri
$13K – – –
MC
440
Moors & Cabot
Massachusetts
$12.6K +$12.6K +61 New
C
441
Covestor
United Kingdom
$12K -$200 -1 -2%
ST
442
Smithfield Trust
Pennsylvania
$12K – – –
WTA
443
Washington Trust Advisors
Massachusetts
$11.9K – – –
BF
444
BOK Financial
Oklahoma
$11.5K +$11.5K +56 New
SSB
445
Sandy Spring Bank
Maryland
$11.3K -$10.3K -50 -48%
TPCW
446
TD Private Client Wealth
New York
$10.1K – – –
TWA
447
TCI Wealth Advisors
Arizona
$9.89K – – –
BAAM
448
Baker Avenue Asset Management
California
$9.89K +$1.03K +5 +12%
AAP
449
Arax Advisory Partners
Colorado
$9.48K +$2.27K +11 +31%
SFG
450
Steward Financial Group
Texas
$9K +$4.21K +22 +88%
16 17
18
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