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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
2
WA
Wasatch Advisors
Utah
$370M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
Fidelity International
Fidelity International
Bermuda
$53M
5
DCP
Darsana Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
451
Advisory Services Network
Georgia
$8.65K +$412 +2 +5%
MAM
452
Meeder Asset Management
Ohio
$8.65K +$8.65K +42 New
GWS
453
Glassman Wealth Services
Virginia
$8.45K – – –
SWM
454
Spire Wealth Management
Virginia
$8.03K -$412 -2 -5%
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$8.03K – – –
JWA
456
JFS Wealth Advisors
Pennsylvania
$7.83K +$824 +4 +12%
EARNEST Partners
457
EARNEST Partners
Georgia
$7.62K – – –
CWC
458
Carolinas Wealth Consulting
North Carolina
$7.21K – – –
SIC
459
SJS Investment Consulting
Ohio
$7K +$206 +1 +3%
BIA
460
Bell Investment Advisors
California
$7K +$618 +3 +10%
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.8K +$6.8K +33 New
SC
462
Schubert & Co
Texas
$6.18K +$206 +1 +3%
GWSG
463
GPS Wealth Strategies Group
Colorado
$6.18K +$6.18K +30 New
BTI
464
Blue Trust Inc
Georgia
$6K +$3.88K +22 +183%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$5.15K -$206 -1 -4%
HI
466
Harbour Investments
Wisconsin
$4.53K -$3.91K -19 -46%
PFA
467
Pathway Financial Advisers
Indiana
$4.12K -$1.03K -5 -20%
VCM
468
Versant Capital Management
Arizona
$3.68K – – –
MIA
469
Milestone Investment Advisors
Wisconsin
$3.09K +$3.09K +15 New
BAM
470
Bellevue Asset Management
Washington
$3.09K – – –
CAL
471
Capital Advisors Ltd
Ohio
$3K – – –
AF
472
Advisornet Financial
Minnesota
$2.88K +$206 +1 +8%
SCA
473
Stonebridge Capital Advisors
Minnesota
$2.47K – – –
SWA
474
Sutton Wealth Advisors
Florida
$2.27K -$618 -3 -21%
RIM
475
Ranger Investment Management
Texas
$2.27K – – –
17 18
19
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