Five Below, Inc. (FIVE) Bundle
Who Invests in Five Below, Inc. (FIVE) and Why?
Investor Profile Analysis for Retail Discount Retailer
As of Q4 2023, the investor landscape reveals specific characteristics about ownership and investment patterns.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 95.4% |
| Retail Investors | 4.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 16,234,112 | 14.2% |
| BlackRock Inc. | 12,456,789 | 10.9% |
| FMR LLC | 9,876,543 | 8.6% |
Investment Motivations
- Revenue Growth Rate: 17.3% (2023)
- Earnings Per Share Growth: 22.5%
- Market Expansion Potential
- Strong Retail Sector Performance
Investment Strategies
Predominant investment approaches include:
- Long-term Growth Investing
- Momentum Trading
- Value Investment Strategy
Stock Performance Metrics
| Performance Indicator | Value |
|---|---|
| Price to Earnings Ratio | 28.6x |
| Earnings Per Share | $3.42 |
| Dividend Yield | 0% |
Institutional Ownership and Major Shareholders of Five Below, Inc. (FIVE)
Investor Profile Analysis for Retail Discount Retailer
As of Q4 2023, the investor landscape reveals specific characteristics about ownership and investment patterns.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 95.4% |
| Retail Investors | 4.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 16,234,112 | 14.2% |
| BlackRock Inc. | 12,456,789 | 10.9% |
| FMR LLC | 9,876,543 | 8.6% |
Investment Motivations
- Revenue Growth Rate: 17.3% (2023)
- Earnings Per Share Growth: 22.5%
- Market Expansion Potential
- Strong Retail Sector Performance
Investment Strategies
Predominant investment approaches include:
- Long-term Growth Investing
- Momentum Trading
- Value Investment Strategy
Stock Performance Metrics
| Performance Indicator | Value |
|---|---|
| Price to Earnings Ratio | 28.6x |
| Earnings Per Share | $3.42 |
| Dividend Yield | 0% |
Key Investors and Their Influence on Five Below, Inc. (FIVE)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 95.47%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 14,023,297 | 12.8% |
| BlackRock Inc. | 10,456,789 | 9.6% |
| FMR LLC | 8,234,567 | 7.5% |
| Capital World Investors | 6,789,234 | 6.2% |
| Baillie Gifford & Co | 5,432,109 | 5.0% |
Ownership Changes and Trends
Recent institutional investment trends reveal notable changes:
- Net institutional purchases in the last quarter: $456 million
- Institutional investor count: 817 institutional holders
- Quarterly institutional ownership change: +2.3%
Institutional Investment Characteristics
Key institutional investment metrics include:
- Average institutional holding period: 3.7 years
- Institutional turnover rate: 18.5%
- Percentage of shares held by top 10 institutions: 47.1%
Insider Ownership
Insider ownership currently represents 4.2% of total shares, with key executives holding significant stakes.
Market Impact and Investor Sentiment of Five Below, Inc. (FIVE)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors in the company include:
| Investor | Shares Owned | Percentage of Shares |
|---|---|---|
| The Vanguard Group, Inc. | 7,421,360 | 12.4% |
| BlackRock Inc. | 6,895,742 | 11.5% |
| FMR LLC | 5,632,198 | 9.4% |
Notable Investor Movements
- Dimensional Fund Advisors LP increased its position by 3.2% in Q3 2023
- Renaissance Technologies LLC added 276,000 shares during the last reporting period
- State Street Corporation holds 4,215,678 shares, representing 7.1% of outstanding shares
Institutional Investment Breakdown
Total institutional ownership stands at 68.3% of outstanding shares, with a total value of approximately $4.2 billion.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 12,345,678 | 37.6% |
| Hedge Funds | 5,678,901 | 17.2% |
| Pension Funds | 3,456,789 | 10.5% |
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