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138 hedge funds and large institutions have $563M invested in Arhaus in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

56% more call options, than puts

Call options by funds: $8.54M | Put options by funds: $5.46M

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

31% more capital invested

Capital invested by funds: $430M → $563M (+$133M)

14% more funds holding

Funds holding: 121138 (+17)

2.45% more ownership

Funds ownership: 86.97%89.41% (+2.4%)

Holders
138
Holders Change
+17
Holders Change %
+14.05%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
51
Reduced
34
Closed
16
Calls
$8.54M
Puts
$5.46M
Net Calls
+$3.08M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.65M +$1.62M +172,126 +78%
RDWM
27
Red Door Wealth Management
Tennessee
$4.27M
AI
28
Acuitas Investments
Washington
$3.78M +$3M +318,728 New
AG
29
Algert Global
California
$3.64M +$606K +64,288 +26%
ACA
30
Atlas Capital Advisors
Wyoming
$3.6M
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.34M -$361K -38,300 -12%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$3.27M +$861K +91,356 +50%
SAM
33
Stansberry Asset Management
Texas
$3.05M +$372K +39,436 +18%
SC
34
Sculptor Capital
New York
$2.99M
HH
35
Hilltop Holdings
Texas
$2.93M +$47.8K +5,074 +2%
PAMP
36
Polar Asset Management Partners
Ontario, Canada
$2.91M -$4.67M -495,700 -67%
SFA
37
Sequoia Financial Advisors
Ohio
$2.71M
Charles Schwab
38
Charles Schwab
California
$2.67M +$38K +4,038 +2%
GCM
39
GoodHaven Capital Management
New Jersey
$2.48M +$9.42K +1,000 +0.5%
American Century Companies
40
American Century Companies
Missouri
$2.4M +$1.5M +159,436 +370%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.23M
JWM
42
Jessup Wealth Management
Ohio
$2.15M
CP
43
CenterBook Partners
Connecticut
$2.13M +$1.7M +179,938 New
Man Group
44
Man Group
United Kingdom
$1.95M +$1.55M +164,389 New
RA
45
Royce & Associates
New York
$1.94M +$1.54M +163,786 New
State Street
46
State Street
Massachusetts
$1.93M +$122K +12,940 +9%
Northern Trust
47
Northern Trust
Illinois
$1.83M +$112K +11,873 +8%
Two Sigma Investments
48
Two Sigma Investments
New York
$1.75M -$2.55M -270,401 -65%
LFCM
49
Long Focus Capital Management
Puerto Rico
$1.66M -$153K -16,240 -10%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.6M -$597K -63,379 -32%

ARHS Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q4 2023, worth a combined $563M — up 31% from $430M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ARHS positions and 16 closed out — a net gain of 18 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $33.5M. The largest seller was FS Capital Partners VI, cutting an estimated $41.9M.

  • 138 institutional investors held Arhaus (ARHS) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $563M of Arhaus stock for Q4 2023, up 31% quarter-over-quarter.
  • 34 funds opened new Arhaus positions in Q4 2023 and 16 closed out, a net change of +18 holders.
  • The largest Arhaus buyer in Q4 2023 was Wasatch Advisors, an estimated $33.5M added.
  • The largest Arhaus seller in Q4 2023 was FS Capital Partners VI, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2023.