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Five Below
FIVE

Overview Fund Activity

451 hedge funds and large institutions have $9.79B invested in Five Below in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-37
Holders Change %
-7.58%
% of All Funds
7.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
45
Increased
159
Reduced
181
Closed
79
Calls
$173M
Puts
$172M
Net Calls
+$1.05M
Net Calls Change
+$75.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$377M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$167M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$243M
4
WA
Wasatch Advisors
Utah
$338M
5
SCM
Steadfast Capital Management
New York
$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
2
Man Group
Man Group
United Kingdom
$58.7M
3
Goldman Sachs
Goldman Sachs
New York
$48.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Victory Capital Management
Victory Capital Management
Texas
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
426
Capital Advisors Ltd
Ohio
$2K – – –
SCA
427
Stonebridge Capital Advisors
Minnesota
$1.93K – – –
MIA
428
Milestone Investment Advisors
Wisconsin
$1.93K +$1.93K +12 New
SWA
429
Sutton Wealth Advisors
Florida
$1.77K – – –
RIM
430
Ranger Investment Management
Texas
$1.77K – – –
QC
431
Quent Capital
New York
$1.77K – – –
AF
432
Advisornet Financial
Minnesota
$1.61K -$483 -3 -23%
BAM
433
Bellevue Asset Management
Washington
$1.61K -$483 -3 -23%
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$1.61K +$1.61K +10 New
GEA
435
Glen Eagle Advisors
New Jersey
$1.29K – – –
BWM
436
Baystate Wealth Management
Massachusetts
$1.29K – – –
EWA
437
EverSource Wealth Advisors
Alabama
$1.29K +$1.29K +8 New
PWA
438
Provenance Wealth Advisors
Florida
$1.13K +$1.13K +7 New
Jones Financial Companies
439
Jones Financial Companies
Missouri
$1.13K +$1.13K +7 New
FFA
440
Farther Finance Advisors
California
$1.03K +$172 +1 +20%
BTI
441
Blue Trust Inc
Georgia
$1K -$333 -1 -25%
IFAM
442
Institutional & Family Asset Management
Colorado
$965 -$161 -1 -14%
TAM
443
Tucker Asset Management
Colorado
$965 – – –
GJIA
444
Glass Jacobson Investment Advisors
Maryland
$483 – – –
RCM
445
Raleigh Capital Management
North Carolina
$332 +$332 +2 New
TWD
446
True Wealth Design
Ohio
$322 – – –
TIM
447
Tortoise Investment Management
New York
$322 – – –
TWP
448
TFO Wealth Partners
Ohio
$197 – – –
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$161 – – –
First Manhattan
450
First Manhattan
New York
$160 +$160 +1 New
16 17
18
19 20