We are live on ! Find out more
FIVE icon

Five Below

402 hedge funds and large institutions have $6.86B invested in Five Below in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 134 increasing their positions, 160 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $269M | Put options by funds: $112M

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

4% more capital invested

Capital invested by funds: $6.58B → $6.86B (+$281M)

0.27% less ownership

Funds ownership: 98.18%97.92% (-0.27%)

6% less funds holding

Funds holding: 428402 (-26)

16% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 160

32% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 75

Holders
402
Holders Change
-26
Holders Change %
-6.07%
% of All Funds
8.82%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
51
Increased
134
Reduced
160
Closed
75
Calls
$269M
Puts
$112M
Net Calls
+$157M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$636M +$3.09M +25,419 +0.5%
BlackRock
2
BlackRock
New York
$616M -$21.8M -179,135 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$258M -$31.9M -262,939 -11%
WA
4
Wasatch Advisors
Utah
$219M +$54.8M +451,266 +35%
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$217M +$30.5M +250,915 +17%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$211M +$154M +1,269,240 +317%
Wells Fargo
7
Wells Fargo
California
$201M +$82.8M +681,589 +75%
AllianceBernstein
8
AllianceBernstein
Tennessee
$195M +$16.9M +139,371 +10%
State Street
9
State Street
Massachusetts
$165M -$2.61M -21,483 -2%
Capital World Investors
10
Capital World Investors
California
$158M +$607 +5 +0%
Macquarie Group
11
Macquarie Group
Australia
$133M +$10.1M +83,372 +8%
RP
12
Riverbridge Partners
Minnesota
$130M +$3.29M +27,091 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$126M -$33M -271,400 -21%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$119M +$18.3M +150,361 +19%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$118M +$9.29M +76,519 +9%
TP
16
Third Point
New York
$107M +$103M +850,000 New
GKIM
17
GW&K Investment Management
Massachusetts
$101M +$11.9M +98,171 +14%
CAM
18
Congress Asset Management
Massachusetts
$93.7M -$6.02M -49,533 -6%
Ameriprise
19
Ameriprise
Minnesota
$89.9M +$4.51M +37,100 +6%
GGHC
20
Gilder Gagnon Howe & Co
New York
$85.5M -$1.77M -14,600 -2%
Jennison Associates
21
Jennison Associates
New York
$82.4M -$11.5M -95,084 -13%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$78.2M +$25.1M +206,700 +49%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$76.6M +$340K +2,802 +0.5%
SC
24
Samlyn Capital
New York
$75.5M +$72.7M +598,576 New
American Century Companies
25
American Century Companies
Missouri
$74.6M +$10.5M +86,786 +17%

FIVE Hedge Fund Activity: Q3 2019 in Review

402 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q3 2019, worth a combined $6.86B — up 4.3% from $6.58B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of FIVE and 51 opened new positions — a net loss of 24 holders — while 160 trimmed existing stakes and 134 added.

The largest buyer was Wellington Management Group, adding an estimated $154M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $64.8M sold.

  • 402 institutional investors held Five Below (FIVE) as of Q3 2019, down from 428 in Q2 2019.
  • Funds reported $6.86B of Five Below stock for Q3 2019, up 4.3% quarter-over-quarter.
  • 51 funds opened new Five Below positions in Q3 2019 and 75 closed out, a net change of -24 holders.
  • The largest Five Below buyer in Q3 2019 was Wellington Management Group, an estimated $154M added.
  • The largest Five Below seller in Q3 2019 was Renaissance Technologies, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2019.