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Five Below
FIVE

Overview Fund Activity

474 hedge funds and large institutions have $10.8B invested in Five Below in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 169 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
474
Holders Change
+34
Holders Change %
+7.73%
% of All Funds
8.35%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
81
Increased
169
Reduced
169
Closed
44
Calls
$259M
Puts
$97.7M
Net Calls
+$161M
Net Calls Change
+$81.8M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$291M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$89.7M
3
Invesco
3
Invesco
Georgia
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$70.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$56.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$314M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$47.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M
4
Fidelity International
4
Fidelity International
Bermuda
$32.8M
5
HAM
5
HHR Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$99.2M -$14.4M -75,700 -13%
GKIM
27
GW&K Investment Management
Massachusetts
$98.5M +$6.5M +34,082 +7%
Two Sigma Investments
28
Two Sigma Investments
New York
$89.7M +$89.7M +470,028 New
Norges Bank
29
Norges Bank
Norway
$86.7M -$640K -3,356 -0.7%
CIC
30
Chilton Investment Company
Connecticut
$86M -$9.43M -49,430 -10%
Charles Schwab
31
Charles Schwab
California
$83.7M +$955K +5,004 +1%
Bank of America
32
Bank of America
North Carolina
$81.2M +$6.85M +35,880 +9%
Jennison Associates
33
Jennison Associates
New York
$77.6M -$33.3M -174,777 -30%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$73.1M -$2.88M -15,110 -4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$70.2M +$59.9M +313,803 +580%
Goldman Sachs
36
Goldman Sachs
New York
$69.1M -$14.5M -76,129 -17%
Morgan Stanley
37
Morgan Stanley
New York
$68.3M -$28.6M -150,150 -30%
PCI
38
Pacifica Capital Investments
Texas
$67.7M -$1.24M -6,491 -2%
American Century Companies
39
American Century Companies
Missouri
$67.4M -$17.9M -93,914 -21%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$67.2M -$3.18M -16,673 -5%
Principal Financial Group
41
Principal Financial Group
Iowa
$65.1M +$32.4M +169,876 +99%
SIG
42
Senator Investment Group
New York
$62M +$9.54M +50,000 +18%
GC
43
Giverny Capital
Quebec, Canada
$57.9M +$1.11M +5,809 +2%
TCG
44
Tremblant Capital Group
Florida
$57.2M +$14.5M +76,029 +34%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$56.4M +$56.4M +295,847 New
AI
46
Advent International
Massachusetts
$55.9M – – –
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$53.9M -$3.13M -16,388 -5%
RCW
48
Rheos Capital Works
Japan
$51.1M +$16.1M +84,500 +46%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$47.4M -$266M -1,396,403 -85%
AIM
50
Artemis Investment Management
United Kingdom
$45.7M +$6.54M +34,329 +17%
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