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Five Below
FIVE

Overview Fund Activity

462 hedge funds and large institutions have $6.34B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
-36
Holders Change %
-7.23%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
110
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$302M
2
CCPM
2
Cooper Creek Partners Management
New York
$92.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$99M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$346M
5
Fidelity International
5
Fidelity International
Bermuda
$98.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.1M
4
DCM
4
Dorsal Capital Management
California
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
426
Jones Financial Companies
Missouri
$1.64K +$1.64K +15 New
MFT
427
Moisand Fitzgerald Tamayo
Florida
$1.53K – – –
VCM
428
Versant Capital Management
Arizona
$1.42K -$436 -4 -24%
BHWM
429
Beaird Harris Wealth Management
Texas
$1.42K +$1.42K +13 New
MCM
430
Manchester Capital Management
Vermont
$1.31K -$133K -1,216 -99%
QC
431
Quent Capital
New York
$1.2K – – –
HGA
432
Hobbs Group Advisors
South Carolina
$1.06K +$1.06K +400 New
CAL
433
Capital Advisors Ltd
Ohio
$1K -$2.4K -12 -71%
Cohen & Steers
434
Cohen & Steers
New York
$1K +$1K +14 New
TPCW
435
TD Private Client Wealth
New York
$981 -$327 -3 -25%
FFO
436
Fortitude Family Office
Arizona
$981 – – –
SIC
437
SJS Investment Consulting
Ohio
$872 -$436 -4 -33%
GEA
438
Glen Eagle Advisors
New Jersey
$872 – – –
DPW
439
DiNuzzo Private Wealth
Pennsylvania
$763 -$109 -1 -13%
PWA
440
Provenance Wealth Advisors
Florida
$763 – – –
SIC
441
Salem Investment Counselors
North Carolina
$654 – – –
JFGIW
442
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654 +$436 +4 +200%
AF
443
Advisornet Financial
Minnesota
$654 +$654 +6 New
CCM
444
Chilton Capital Management
Texas
$545 – – –
IC
445
Innealta Capital
Texas
$545 +$545 +5 New
CWC
446
Carolinas Wealth Consulting
North Carolina
$476 +$95 +1 +25%
MA
447
Montag & Associates
Georgia
$473 – – –
TWP
448
Triad Wealth Partners
Kansas
$436 +$436 +4 New
EWA
449
EverSource Wealth Advisors
Alabama
$364 -$2.04K -28 -85%
TWD
450
True Wealth Design
Ohio
$327 +$109 +1 +50%
16 17
18
19 20