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Five Below
FIVE

Overview Fund Activity

502 hedge funds and large institutions have $13B invested in Five Below in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+51
Holders Change %
+11.31%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
92
Increased
160
Reduced
180
Closed
34
Calls
$342M
Puts
$345M
Net Calls
-$2.8M
Net Calls Change
-$3.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$337M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$162M
3
Holocene Advisors
3
Holocene Advisors
New York
$110M
4
Millennium Management
4
Millennium Management
New York
$75.9M
5
JCM
5
Junto Capital Management
New York
$73.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$802M
2
DCM
2
Dorsal Capital Management
California
$95.9M
3
BlackRock
3
BlackRock
New York
$1.06B
4
WA
4
Wasatch Advisors
Utah
$392M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$103M -$1.47M -6,916 -1%
Northern Trust
27
Northern Trust
Illinois
$102M +$740K +3,471 +0.7%
DCM
28
Dorsal Capital Management
California
$95.9M -$63.9M -300,000 -40%
Citadel Advisors
29
Citadel Advisors
Florida
$94.7M +$10.2M +47,660 +12%
GKIM
30
GW&K Investment Management
Massachusetts
$88.6M -$2.25M -10,544 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$88.5M +$386K +1,810 +0.4%
SCM
32
Steadfast Capital Management
New York
$87.3M +$15.1M +70,672 +21%
Charles Schwab
33
Charles Schwab
California
$86.3M +$2.36M +11,073 +3%
Squarepoint
34
Squarepoint
New York
$84.1M +$3.56M +16,685 +4%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$83.2M -$11.2M -52,773 -12%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$82.2M -$23.4M -109,979 -22%
Millennium Management
37
Millennium Management
New York
$75.9M +$74.7M +350,486 +6,191%
JCM
38
Junto Capital Management
New York
$73.5M +$73.5M +344,682 New
AI
39
Advent International
Massachusetts
$73.2M – – –
SIMG
40
Stephens Investment Management Group
Texas
$72.9M +$4.88M +22,888 +7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$72.7M +$43.7M +205,004 +150%
Goldman Sachs
42
Goldman Sachs
New York
$71.8M +$7.77M +36,449 +12%
Franklin Resources
43
Franklin Resources
California
$71.3M +$2.76M +12,944 +4%
Man Group
44
Man Group
United Kingdom
$70.8M +$70.8M +332,369 New
Norges Bank
45
Norges Bank
Norway
$68.8M -$13.4M -62,859 -16%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$61.1M -$21.7M -101,890 -26%
Invesco
47
Invesco
Georgia
$59.8M -$2.92M -13,677 -5%
Bank of America
48
Bank of America
North Carolina
$59.4M +$2.06M +9,641 +4%
SCM
49
Spyglass Capital Management
California
$57.5M +$1.24M +5,819 +2%
CAM
50
Cresset Asset Management
Illinois
$54.1M -$995K -4,668 -2%
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