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Five Below
FIVE

Overview Fund Activity

451 hedge funds and large institutions have $9.79B invested in Five Below in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 181 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-37
Holders Change %
-7.58%
% of All Funds
7.19%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
45
Increased
159
Reduced
181
Closed
79
Calls
$173M
Puts
$172M
Net Calls
+$1.05M
Net Calls Change
+$75.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$377M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$167M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$243M
4
WA
Wasatch Advisors
Utah
$338M
5
SCM
Steadfast Capital Management
New York
$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
2
Man Group
Man Group
United Kingdom
$58.7M
3
Goldman Sachs
Goldman Sachs
New York
$48.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Victory Capital Management
Victory Capital Management
Texas
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$76.1M -$850K -5,280 -1%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$71.3M +$7.48M +46,519 +12%
GKIM
28
GW&K Investment Management
Massachusetts
$68.6M -$2.01M -12,472 -3%
Ameriprise
29
Ameriprise
Minnesota
$67.5M +$6.49M +40,363 +11%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$66.5M +$2.91M +18,077 +5%
Citadel Advisors
31
Citadel Advisors
Florida
$63.8M +$18.8M +116,803 +42%
Charles Schwab
32
Charles Schwab
California
$63.3M +$464K +2,881 +0.7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$62.5M +$924K +5,740 +1%
Norges Bank
34
Norges Bank
Norway
$62.1M -$16.2M -100,405 -21%
Squarepoint
35
Squarepoint
New York
$60.8M +$14.4M +89,798 +31%
Man Group
36
Man Group
United Kingdom
$58.7M -$59.1M -300,631 Closed
AI
37
Advent International
Massachusetts
$55.2M +$22.5M +140,000 +69%
SCM
38
Steadfast Capital Management
New York
$54.5M +$54.5M +339,000 New
Franklin Resources
39
Franklin Resources
California
$51.8M -$7.44M -46,263 -13%
SIMG
40
Stephens Investment Management Group
Texas
$51.4M +$454K +2,823 +0.9%
Goldman Sachs
41
Goldman Sachs
New York
$48.3M -$51.7M -321,206 -52%
Invesco
42
Invesco
Georgia
$47.3M +$25.7M +159,844 +119%
TCM
43
TimesSquare Capital Management
New York
$45.6M -$703K -4,368 -2%
Fidelity International
44
Fidelity International
Bermuda
$44M +$7M +43,500 +19%
Bank of America
45
Bank of America
North Carolina
$43.3M -$416K -2,585 -1%
SCM
46
Spyglass Capital Management
California
$42.5M +$6.13M +38,112 +17%
SEI Investments
47
SEI Investments
Pennsylvania
$41.6M +$7.29M +45,303 +21%
Federated Hermes
48
Federated Hermes
Pennsylvania
$41.6M +$18.8M +116,848 +83%
CAM
49
Cresset Asset Management
Illinois
$41.6M +$517K +3,215 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$39.2M +$11.4M +70,632 +41%
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