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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 %
PCA
526
Pallas Capital Advisors
Massachusetts
– – -1,705 Closed
Los Angeles Capital Management
527
Los Angeles Capital Management
California
– – -1,669 Closed
HAG
528
HighPoint Advisor Group
Illinois
– – -1,631 Closed
HCM
529
HMS Capital Management
Tennessee
– – -1,604 Closed
AWS
530
Atria Wealth Solutions
New York
– – -1,596 Closed
CIBC Asset Management
531
CIBC Asset Management
Ontario, Canada
– – -1,541 Closed
NP
532
NorthRock Partners
Minnesota
– – -1,517 Closed
SC
533
Shay Capital
New York
– – -1,500 Closed
PS
534
Portfolio Strategies
New York
– – -1,463 Closed
OSAM
535
O'Shaughnessy Asset Management
Connecticut
– – -1,461 Closed
DT
536
Diversified Trust
Tennessee
– – -1,450 Closed
BFA
537
Beaumont Financial Advisors
Massachusetts
– – -1,434 Closed
MYAM
538
Meiji Yasuda Asset Management
Japan
– – -1,414 Closed
PFS
539
Prospera Financial Services
Texas
– – -1,395 Closed
MS
540
Maven Securities
Jersey
– – -1,393 Closed
BPA
541
Beacon Pointe Advisors
California
– – -1,354 Closed
TC
542
TownSquare Capital
Utah
– – -1,302 Closed
CWM
543
Cordatus Wealth Management
Pennsylvania
– – -1,256 Closed
FP
544
Foundry Partners
Minnesota
– – -1,244 Closed
AWM
545
AE Wealth Management
Kansas
– – -1,238 Closed
MCM
546
MAI Capital Management
Ohio
– – -1,218 Closed
ONB
547
Old National Bancorp
Indiana
– – -1,198 Closed
EWM
548
Evercore Wealth Management
New York
– – -1,194 Closed
OIA
549
OneDigital Investment Advisors
Kansas
– – -1,182 Closed
CCG
550
Catalina Capital Group
California
– – -1,165 Closed
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