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Five Below

425 hedge funds and large institutions have $8.28B invested in Five Below in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 158 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more funds holding in top 10

Funds holding in top 10: 819 (+11)

25% more capital invested

Capital invested by funds: $6.63B → $8.28B (+$1.65B)

15% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 53

3.13% more ownership

Funds ownership: 105.27%108.39% (+3.1%)

0% more funds holding

Funds holding: 423425 (+2)

0% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 158

29% less call options, than puts

Call options by funds: $175M | Put options by funds: $248M

Holders
425
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
7.32%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.33%
New
61
Increased
158
Reduced
158
Closed
53
Calls
$175M
Puts
$248M
Net Calls
-$73M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$994M +$20.8M +158,399 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$675M -$23.9M -182,160 -4%
BlackRock
3
BlackRock
New York
$636M +$1.78M +13,523 +0.3%
WA
4
Wasatch Advisors
Utah
$357M -$16.9M -128,726 -5%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$340M +$325M +2,471,366 New
Capital Research Global Investors
6
Capital Research Global Investors
California
$236M +$34.8K +265 +0%
Capital World Investors
7
Capital World Investors
California
$234M -$87.2K -664 -0%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$229M +$84.6M +644,271 +63%
RP
9
Riverbridge Partners
Minnesota
$224M +$27.5M +209,684 +15%
State Street
10
State Street
Massachusetts
$202M -$25.7K -196 -0%
DCP
11
Darsana Capital Partners
New York
$196M
Ameriprise
12
Ameriprise
Minnesota
$129M +$893K +6,800 +0.7%
MBI
13
Montrusco Bolton Investments
Quebec, Canada
$126M -$11.5M -87,633 -9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$119M -$38.4M -292,429 -25%
Fidelity International
15
Fidelity International
Bermuda
$118M +$95.1M +724,599 +545%
RC
16
Rivulet Capital
New Jersey
$112M +$58.3M +444,000 +120%
Artisan Partners
17
Artisan Partners
Wisconsin
$112M +$25.3M +192,857 +31%
Morgan Stanley
18
Morgan Stanley
New York
$106M +$18.4M +139,900 +22%
GKIM
19
GW&K Investment Management
Massachusetts
$104M +$7.53M +57,310 +8%
DCM
20
Dorsal Capital Management
California
$103M +$32.8M +250,000 +50%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$102M +$852K +6,491 +0.9%
GC
22
Giverny Capital
Quebec, Canada
$84.9M +$931K +7,091 +1%
AC
23
Armistice Capital
New York
$76.2M +$72.6M +553,231 New
Goldman Sachs
24
Goldman Sachs
New York
$73.2M +$18.6M +141,909 +36%
PCI
25
Pacifica Capital Investments
Texas
$72.2M +$1.14M +8,650 +2%

FIVE Hedge Fund Activity: Q3 2022 in Review

425 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Five Below (FIVE) for Q3 2022, worth a combined $8.28B — up 25% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new FIVE positions and 53 closed out — a net gain of 8 holders — while 158 added to existing stakes and 158 trimmed.

The largest buyer was Fidelity International, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $269M.

  • 425 institutional investors held Five Below (FIVE) as of Q3 2022, up from 423 in Q2 2022.
  • Funds reported $8.28B of Five Below stock for Q3 2022, up 25% quarter-over-quarter.
  • 61 funds opened new Five Below positions in Q3 2022 and 53 closed out, a net change of +8 holders.
  • The largest Five Below buyer in Q3 2022 was Fidelity International, an estimated $95.1M added.
  • The largest Five Below seller in Q3 2022 was T. Rowe Price Associates, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2022.