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Five Below
FIVE

Overview Fund Activity

462 hedge funds and large institutions have $6.34B invested in Five Below in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 110 closing their positions.

Holders
462
Holders Change
-36
Holders Change %
-7.23%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
81
Increased
149
Reduced
166
Closed
110
Calls
$262M
Puts
$196M
Net Calls
+$65.4M
Net Calls Change
+$106M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$302M
2
CCPM
2
Cooper Creek Partners Management
New York
$92.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$99M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$346M
5
Fidelity International
5
Fidelity International
Bermuda
$98.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.1M
4
DCM
4
Dorsal Capital Management
California
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.68M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
501
Capital Impact Advisors
Massachusetts
– – -6,433 Closed
TCM
502
Teza Capital Management
Illinois
– – -6,079 Closed
FT
503
Fiduciary Trust
Massachusetts
– – -5,711 Closed
QCM
504
Quantinno Capital Management
New York
– – -4,676 Closed
VHAM
505
Van Hulzen Asset Management
California
– – -4,500 Closed
FA
506
FDx Advisors
Illinois
– – -4,303 Closed
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
– – -3,895 Closed
DZ Bank
508
DZ Bank
Germany
– – -3,894 Closed
EP
509
Edgestream Partners
New Jersey
– – -3,632 Closed
DTL
510
Dynamic Technology Lab
Singapore
– – -3,470 Closed
SG Americas Securities
511
SG Americas Securities
New York
– – -3,145 Closed
Calamos Advisors
512
Calamos Advisors
Illinois
– – -2,872 Closed
IMRF
513
Illinois Municipal Retirement Fund
Illinois
– – -2,772 Closed
AWM
514
Avior Wealth Management
Nebraska
– – -2,561 Closed
ITFISA
515
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– – -2,500 Closed
DM
516
Deerfield Management
New York
– – -2,232 Closed
PA
517
Profund Advisors
Maryland
– – -2,182 Closed
WA
518
Wealth Alliance
New York
– – -2,126 Closed
LFAS
519
Level Four Advisory Services
Texas
– – -2,089 Closed
PJSIMP
520
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -2,063 Closed
OWP
521
Obermeyer Wealth Partners
Colorado
– – -1,930 Closed
NW
522
NewEdge Wealth
Pennsylvania
– – -1,782 Closed
DWA
523
Delap Wealth Advisory
Oregon
– – -1,745 Closed
AA
524
ALPS Advisors
Colorado
– – -1,710 Closed
SAG
525
SageView Advisory Group
California
– – -1,708 Closed
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