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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 5,068,024 -191,618 -4%
BlackRock
2
BlackRock
New York
$1.06B 4,955,785 -289,926 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$802M 3,761,142 -581,500 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$783M 3,674,619 -201,331 -5%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$641M 3,005,619 -40,011 -1%
Capital World Investors
6
Capital World Investors
California
$500M 2,344,532 +281 +0%
Capital Research Global Investors
7
Capital Research Global Investors
California
$398M 1,867,407 +211 +0%
WA
8
Wasatch Advisors
Utah
$392M 1,838,256 -263,224 -13%
State Street
9
State Street
Massachusetts
$337M 1,580,957 +39,274 +3%
Morgan Stanley
10
Morgan Stanley
New York
$337M 1,579,644 +969,635 +159%
MBI
11
Montrusco Bolton Investments
Quebec, Canada
$312M 1,492,666 -46,466 -3%
RP
12
Riverbridge Partners
Minnesota
$297M 1,395,634 -67,129 -5%
Artisan Partners
13
Artisan Partners
Wisconsin
$245M 1,150,965 +9,837 +0.9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$220M 1,031,994 -191,435 -16%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$213M 999,752 -35,840 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$194M 909,430 +32,433 +4%
Marshall Wace
17
Marshall Wace
United Kingdom
$162M 760,529 +715,786 +1,600%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$153M 716,588 -201,537 -22%
RC
19
Rivulet Capital
New Jersey
$149M 697,200 – –
ClearBridge Investments
20
ClearBridge Investments
New York
$140M 655,176 +14,048 +2%
GC
21
Giverny Capital
Quebec, Canada
$139M 654,098 +9,532 +1%
EAM
22
Eagle Asset Management
Florida
$116M 543,335 -2,232 -0.4%
Holocene Advisors
23
Holocene Advisors
New York
$110M 517,479 +517,479 New
PCI
24
Pacifica Capital Investments
Texas
$109M 510,349 -8,236 -2%
Ameriprise
25
Ameriprise
Minnesota
$106M 496,833 +77,228 +18%
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