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121 hedge funds and large institutions have $430M invested in Arhaus in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

11% more funds holding

Funds holding: 109121 (+12)

3% less call options, than puts

Call options by funds: $6.98M | Put options by funds: $7.2M

1.86% less ownership

Funds ownership: 88.83%86.97% (-1.9%)

12% less capital invested

Capital invested by funds: $490M → $430M (-$59.3M)

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
53
Reduced
19
Closed
23
Calls
$6.98M
Puts
$7.2M
Net Calls
-$217K
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
51
Boothbay Fund Management
New York
$1.3M +$1.46M +139,407 New
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$1.27M -$22.9K -2,186 -2%
Bank of America
53
Bank of America
North Carolina
$1.21M +$312K +29,780 +30%
AR
54
Advisory Research
Illinois
$1.17M +$824K +78,610 +165%
Goldman Sachs
55
Goldman Sachs
New York
$1.13M +$68.3K +6,513 +6%
UBS Group
56
UBS Group
Switzerland
$1.05M +$1.07M +102,097 +918%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.02M +$556K +53,045 +93%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$899K +$167K +15,967 +20%
NA
59
Navellier & Associates
Nevada
$871K +$216K +20,644 +28%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$785K +$195K +18,653 +28%
CIP
61
Chartwell Investment Partners
Pennsylvania
$769K +$866K +82,608 New
Swiss National Bank
62
Swiss National Bank
Switzerland
$694K +$238K +22,700 +44%
BBCM
63
Broad Bay Capital Management
New York
$659K +$743K +70,872 New
Stifel Financial
64
Stifel Financial
Missouri
$598K +$50.8K +4,847 +8%
SEI Investments
65
SEI Investments
Pennsylvania
$562K +$256K +24,464 +68%
NIMC
66
Nierenberg Investment Management Company
Washington
$552K
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$486K +$225K +21,504 +70%
Capstone Investment Advisors
68
Capstone Investment Advisors
New York
$462K +$521K +49,679 New
American Century Companies
69
American Century Companies
Missouri
$400K +$451K +43,050 New
Millennium Management
70
Millennium Management
New York
$367K -$6.97M -665,397 -94%
OAM
71
Ophir Asset Management
Australia
$367K +$413K +39,445 New
LCM
72
Landscape Capital Management
New Jersey
$358K +$403K +38,467 New
CS
73
Credit Suisse
Switzerland
$330K +$112K +10,705 +43%
WFA
74
Wellspring Financial Advisors
Ohio
$326K
PFO
75
Pathstone Family Office
New Jersey
$325K +$366K +34,920 New

ARHS Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q3 2023, worth a combined $430M — down 12% from $490M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ARHS positions and 23 closed out — a net gain of 12 holders — while 53 added to existing stakes and 19 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $19.9M. The largest seller was FS Capital Partners VI, cutting an estimated $145M.

  • 121 institutional investors held Arhaus (ARHS) as of Q3 2023, up from 109 in Q2 2023.
  • Funds reported $430M of Arhaus stock for Q3 2023, down 12% quarter-over-quarter.
  • 35 funds opened new Arhaus positions in Q3 2023 and 23 closed out, a net change of +12 holders.
  • The largest Arhaus buyer in Q3 2023 was Scopus Asset Management, an estimated $19.9M added.
  • The largest Arhaus seller in Q3 2023 was FS Capital Partners VI, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2023.