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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 %
SAM
501
Scopus Asset Management
New York
– -$17.9M -111,432 Closed
RCM
502
Rokos Capital Management
United Kingdom
– -$9.58M -59,066 Closed
QC
503
Quadrature Capital
United Kingdom
– -$5.71M -35,506 Closed
PSC
504
Portman Square Capital
United Kingdom
– -$3.24M -20,130 Closed
Hudson Bay Capital Management
505
Hudson Bay Capital Management
Connecticut
– -$2.93M -18,191 Closed
FC
506
FORA Capital
Florida
– -$2.3M -14,303 Closed
MCM
507
Marsico Capital Management
Colorado
– -$1.86M -11,557 Closed
AG
508
Algert Global
California
– -$1.79M -11,140 Closed
TCM
509
Teza Capital Management
Illinois
– -$1.47M -9,129 Closed
GAM
510
Gotham Asset Management
New York
– -$1.13M -6,997 Closed
SO
511
STRS Ohio
Ohio
– -$1.12M -6,930 Closed
VI
512
Versor Investments
New York
– -$709K -4,407 Closed
Renaissance Technologies
513
Renaissance Technologies
New York
– -$692K -4,300 Closed
JFG
514
Jefferies Financial Group
New York
– -$541K -3,361 Closed
Two Sigma Investments
515
Two Sigma Investments
New York
– -$487K -3,024 Closed
KI
516
Kapitalo Investimentos
Brazil
– -$336K -2,086 Closed
IIM
517
INTECH Investment Management
Florida
– -$311K -1,930 Closed
DFCM
518
Dark Forest Capital Management
Puerto Rico
– -$310K -1,925 Closed
WJWM
519
Williams Jones Wealth Management
New York
– -$275K -1,711 Closed
MM
520
MQS Management
New York
– -$241K -1,497 Closed
GT
521
Greenleaf Trust
Michigan
– -$228K -1,419 Closed
DJYG
522
David J. Yvars Group
Florida
– -$215K -1,335 Closed
CFB
523
Cullen/Frost Bankers
Texas
– -$44.6K -277 Closed
RTC
524
Riverview Trust Company
Washington
– -$18.2K -113 Closed
FRA
525
Front Row Advisors
California
– -$12.7K -79 Closed
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