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Five Below

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
426
Brown Brothers Harriman & Co
New York
$21.3K +$21.3K +100 New
SS
427
Sunbelt Securities
Texas
$19.8K -$8.74K -41 -31%
CT
428
Cambridge Trust
Massachusetts
$19.6K
NFSG
429
Newbridge Financial Services Group
Florida
$19K
LF
430
Lee Financial
Texas
$18.1K
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$18K +$214 +1 +1%
WBC
432
West Branch Capital
Massachusetts
$16K
VWM
433
Venturi Wealth Management
Texas
$15.1K -$1.49K -7 -9%
Bessemer Group
434
Bessemer Group
New Jersey
$15K +$8.33K +40 +125%
CT
435
Clearstead Trust
Maine
$14.9K
IA
436
IFP Advisors
Florida
$12.8K -$213 -1 -2%
Mitsubishi UFJ Asset Management
437
Mitsubishi UFJ Asset Management
Japan
$11.9K
BF
438
BOK Financial
Oklahoma
$11.5K +$7.46K +35 +184%
TPCW
439
TD Private Client Wealth
New York
$10.2K -$213 -1 -2%
IHWM
440
Iron Horse Wealth Management
Iowa
$10K
GWS
441
Glassman Wealth Services
Virginia
$10K +$1.49K +7 +18%
WTA
442
Washington Trust Advisors
Massachusetts
$9.17K
CTWM
443
Cherry Tree Wealth Management
Minnesota
$8.74K
CJ
444
Caitlin John
Michigan
$8.53K +$8.53K +40 New
SWM
445
Spire Wealth Management
Virginia
$8.4K -$934 -5 -10%
MIM
446
Macroview Investment Management
Maryland
$7.46K +$7.46K +35 New
BCWM
447
Bartlett & Co Wealth Management
Ohio
$7.27K
JWA
448
JFS Wealth Advisors
Pennsylvania
$7.25K +$213 +1 +3%
SIC
449
SJS Investment Consulting
Ohio
$7.04K
BC
450
Bartlett & Co
Ohio
$7K