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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 %
FA
451
Fiduciary Alliance
South Carolina
$5.31K +$5.31K +30 New
SC
452
Schubert & Co
Texas
$5.13K -$177 -1 -3%
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$4.6K – – –
PFA
454
Pathway Financial Advisers
Indiana
$4.42K +$4.42K +25 New
SFG
455
Steward Financial Group
Texas
$4K +$4K +25 New
ZIG
456
Zullo Investment Group
Pennsylvania
$3.54K – – –
PWMG
457
Prestige Wealth Management Group
New Jersey
$3.36K +$3.36K +19 New
VCM
458
Versant Capital Management
Arizona
$3.18K – – –
CAL
459
Capital Advisors Ltd
Ohio
$3K +$200 +1 +7%
BAM
460
Bellevue Asset Management
Washington
$2.65K – – –
SWA
461
Sutton Wealth Advisors
Florida
$2.48K -$93.6K -529 -97%
MFT
462
Moisand Fitzgerald Tamayo
Florida
$2.48K +$884 +5 +56%
AF
463
Advisornet Financial
Minnesota
$2.3K +$1.95K +11 +550%
SCA
464
Stonebridge Capital Advisors
Minnesota
$2.12K -$1.24K -7 -37%
QC
465
Quent Capital
New York
$1.95K -$2.83K -16 -59%
DI
466
Disciplined Investments
Oklahoma
$1.95K +$354 +2 +22%
RIM
467
Ranger Investment Management
Texas
$1.95K +$1.95K +11 New
GEA
468
Glen Eagle Advisors
New Jersey
$1.42K – – –
TAM
469
Tucker Asset Management
Colorado
$1.24K – – –
AWM
470
Accurate Wealth Management
Florida
$1.14K +$1.14K +6 New
BWM
471
Baystate Wealth Management
Massachusetts
$1K – – –
BTI
472
Blue Trust Inc
Georgia
$1K +$333 +4 +50%
ZB
473
Zions Bancorporation
Utah
$884 +$884 +5 New
HS
474
Horan Securities
United States
$884 +$884 +5 New
IFAM
475
Institutional & Family Asset Management
Colorado
$884 +$884 +5 New
17 18
19
20 21