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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$802M
2
DCM
Dorsal Capital Management
California
$95.9M
3
BlackRock
BlackRock
New York
$1.06B
4
WA
Wasatch Advisors
Utah
$392M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
476
Annis Gardner Whiting Capital Advisors
Florida
$2.13K – – –
PWMG
477
Private Wealth Management Group
New Jersey
$2.13K +$2.13K +10 New
BAM
478
Bellevue Asset Management
Washington
$2.13K – – –
FWM
479
FSA Wealth Management
Massachusetts
$2K +$2K +9 New
FFO
480
Fortitude Family Office
Arizona
$1.92K +$1.92K +9 New
DPW
481
DiNuzzo Private Wealth
Pennsylvania
$1.71K +$1.71K +8 New
GEA
482
Glen Eagle Advisors
New Jersey
$1.71K – – –
BWM
483
Baystate Wealth Management
Massachusetts
$1.71K – – –
PWA
484
Provenance Wealth Advisors
Florida
$1.49K – – –
RFG
485
REAP Financial Group
Texas
$1.49K +$1.49K +7 New
IFAM
486
Institutional & Family Asset Management
Colorado
$1.28K – – –
AWM
487
Abound Wealth Management
Tennessee
$1.09K +$1.09K +5 New
CCM
488
Chilton Capital Management
Texas
$1.07K +$1.07K +5 New
AW
489
Avion Wealth
Texas
$1K +$1K +3 New
First Manhattan
490
First Manhattan
New York
$852 +$426 +1 +100%
RCM
491
Raleigh Capital Management
North Carolina
$652 +$217 +1 +50%
PI
492
PEAK6 Investments
Illinois
$561 -$4.68M -25,014 -100%
TWD
493
True Wealth Design
Ohio
$427 – – –
PWMG
494
Prestige Wealth Management Group
New Jersey
$427 +$427 +2 New
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$427 +$427 +2 New
TIM
496
Tortoise Investment Management
New York
$426 – – –
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$426 +$213 +1 +100%
TAM
498
Tucker Asset Management
Colorado
$213 -$1.07K -5 -83%
TWP
499
TFO Wealth Partners
Ohio
$213 – – –
SA
500
Scarborough Advisors
Maryland
$213 +$213 +1 New
18 19
20
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