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Five Below
FIVE

Overview Fund Activity

498 hedge funds and large institutions have $10.7B invested in Five Below in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 156 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-4
Holders Change %
-0.8%
% of All Funds
7.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
60
Increased
156
Reduced
194
Closed
58
Calls
$216M
Puts
$257M
Net Calls
-$41.1M
Net Calls Change
-$38.3M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
$353M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.1M
3
Holocene Advisors
Holocene Advisors
New York
$157M
4
AQR Capital Management
AQR Capital Management
Connecticut
$55.3M
5
Macquarie Group
Macquarie Group
Australia
$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$516M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$444M
4
Marshall Wace
Marshall Wace
United Kingdom
$72.3M
5
Artisan Partners
Artisan Partners
Wisconsin
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
476
Private Wealth Management Group
New Jersey
$1.81K – – –
FWM
477
FSA Wealth Management
Massachusetts
$1.63K – – –
FFO
478
Fortitude Family Office
Arizona
$1.63K – – –
DPW
479
DiNuzzo Private Wealth
Pennsylvania
$1.45K – – –
GEA
480
Glen Eagle Advisors
New Jersey
$1.45K – – –
PWA
481
Provenance Wealth Advisors
Florida
$1.27K – – –
SIC
482
Salem Investment Counselors
North Carolina
$1.09K +$1.09K +6 New
IFAM
483
Institutional & Family Asset Management
Colorado
$1.09K – – –
RCM
484
Raleigh Capital Management
North Carolina
$1.09K +$544 +3 +100%
SC
485
SouthState Corp
Florida
$1.09K +$1.09K +6 New
AW
486
Avion Wealth
Texas
$1K – – –
MFA
487
McClarren Financial Advisors
Pennsylvania
$1K – – –
CCM
488
Chilton Capital Management
Texas
$907 – – –
MA
489
Montag & Associates
Georgia
$787 +$787 +4 New
CWC
490
Carolinas Wealth Consulting
North Carolina
$697 +$697 +4 New
TWD
491
True Wealth Design
Ohio
$363 – – –
PWMG
492
Prestige Wealth Management Group
New Jersey
$363 – – –
TIM
493
Tortoise Investment Management
New York
$363 – – –
JFGIW
494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363 – – –
Kayne Anderson Rudnick Investment Management
495
Kayne Anderson Rudnick Investment Management
California
$181 -$181 -1 -50%
SA
496
Scarborough Advisors
Maryland
$181 – – –
TWP
497
TFO Wealth Partners
Ohio
$181 – – –
TAM
498
Tucker Asset Management
Colorado
$181 – – –
BTI
499
Blue Trust Inc
Georgia
$24 -$3K -20 Closed
DKCM
500
Davidson Kempner Capital Management
New York
– -$13.4M -62,846 Closed
18 19
20
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