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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
1
Morgan Stanley
New York
$337M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$162M
3
Holocene Advisors
3
Holocene Advisors
New York
$110M
4
Millennium Management
4
Millennium Management
New York
$75.9M
5
JCM
5
Junto Capital Management
New York
$73.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$802M
2
DCM
2
Dorsal Capital Management
California
$95.9M
3
BlackRock
3
BlackRock
New York
$1.06B
4
WA
4
Wasatch Advisors
Utah
$392M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$49.4M -$2.49M -11,699 -5%
SEI Investments
52
SEI Investments
Pennsylvania
$49.2M -$5.92M -27,765 -11%
TCM
53
TimesSquare Capital Management
New York
$44.3M -$16.2M -75,770 -27%
Principal Financial Group
54
Principal Financial Group
Iowa
$44M -$248K -1,165 -0.6%
Federated Hermes
55
Federated Hermes
Pennsylvania
$43.9M -$11.2M -52,353 -20%
CTB
56
Country Trust Bank
Illinois
$41.9M -$5.75M -26,986 -12%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$40.8M +$1.11M +5,200 +3%
Fidelity International
58
Fidelity International
Bermuda
$39.4M -$18.9M -88,500 -32%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$39.4M -$8.78M -41,182 -18%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$39M -$1.21M -5,906 -3%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$37.4M +$533K +2,500 +1%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$36M +$10.4M +48,857 +41%
Cerity Partners
63
Cerity Partners
New York
$35.4M -$2.17M -10,168 -6%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$35.2M -$1.46M -6,843 -4%
AM
65
Ampfield Management
New York
$33.1M – – –
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$31.6M -$12.2M -57,101 -28%
TCG
67
Tremblant Capital Group
Florida
$29.8M -$17.8M -83,578 -37%
Nuveen Asset Management
68
Nuveen Asset Management
Illinois
$27.9M -$9.27M -43,507 -25%
Macquarie Group
69
Macquarie Group
Australia
$27.9M +$43.9K +206 +0.2%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$27.5M -$343K -1,611 -1%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$25.6M +$4.26M +20,000 +20%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$25.2M +$2.29M +10,757 +10%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$24.7M -$1.09M -5,125 -4%
Jane Street
74
Jane Street
New York
$24.3M +$21.1M +99,040 +658%
PI
75
Putnam Investments
Massachusetts
$23.6M +$11.1M +52,116 +89%
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