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Five Below
FIVE

Overview Fund Activity

440 hedge funds and large institutions have $10.3B invested in Five Below in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 141 increasing their positions, 168 reducing their positions, and 41 closing their positions.

Holders
440
Holders Change
+42
Holders Change %
+10.55%
% of All Funds
7.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
86
Increased
141
Reduced
168
Closed
41
Calls
$276M
Puts
$196M
Net Calls
+$79.2M
Net Calls Change
+$14M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$131M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$56.4M
3
Invesco
3
Invesco
Georgia
$133M
4
RCW
4
Rheos Capital Works
Japan
$32.1M
5
MC
5
Montag & Caldwell
Georgia
$31.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$289M
2
Holocene Advisors
2
Holocene Advisors
New York
$248K
3
TCG
3
Tremblant Capital Group
Florida
$39.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$725M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$96.4M -$2.44M -13,966 -2%
Northern Trust
27
Northern Trust
Illinois
$90.9M -$2.35M -13,420 -3%
Fidelity International
28
Fidelity International
Bermuda
$89.1M -$6.04M -34,541 -6%
Morgan Stanley
29
Morgan Stanley
New York
$88.9M +$5M +28,564 +6%
CIC
30
Chilton Investment Company
Connecticut
$87.5M -$2.08M -11,879 -2%
GKIM
31
GW&K Investment Management
Massachusetts
$84.4M -$29.9M -170,629 -26%
Norges Bank
32
Norges Bank
Norway
$80.1M +$9.45M +53,996 +13%
American Century Companies
33
American Century Companies
Missouri
$78.2M -$5.39M -30,815 -6%
Goldman Sachs
34
Goldman Sachs
New York
$76.7M -$34.8M -198,944 -31%
Charles Schwab
35
Charles Schwab
California
$75.9M +$1.01M +5,778 +1%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$69.6M -$9.43M -53,876 -12%
Bank of America
37
Bank of America
North Carolina
$68.1M -$3.87M -22,112 -5%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$64.5M +$12.3M +70,375 +24%
PCI
39
Pacifica Capital Investments
Texas
$63.2M -$1.77M -10,130 -3%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$56.4M +$56.4M +322,482 New
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$52.3M +$4.97M +28,415 +10%
GC
42
Giverny Capital
Quebec, Canada
$52.1M +$1.37M +7,844 +3%
AI
43
Advent International
Massachusetts
$51.2M – – –
HAM
44
HHR Asset Management
New Jersey
$50.4M -$22.3M -127,473 -31%
SIG
45
Senator Investment Group
New York
$48.1M – – –
AC
46
Armistice Capital
New York
$46.9M +$25.2M +143,985 +116%
CCM
47
Candlestick Capital Management
Connecticut
$41.1M +$25.6M +146,250 +165%
Millennium Management
48
Millennium Management
New York
$41M -$29.8M -170,437 -42%
TCG
49
Tremblant Capital Group
Florida
$39.1M -$62.7M -358,364 -62%
AIM
50
Artemis Investment Management
United Kingdom
$35.9M +$9.46M +54,001 +36%
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