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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
SEI Investments
51
SEI Investments
Pennsylvania
$1.55M +$664K +70,448 +117%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$1.52M -$148K -15,736 -11%
Goldman Sachs
53
Goldman Sachs
New York
$1.52M +$59.9K +6,353 +5%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$1.47M -$123K -13,050 -10%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.33M +$25.2K +2,674 +2%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$1.32M +$256K +27,153 +32%
MAG
57
Millrace Asset Group
Pennsylvania
$1.31M -$753K -79,975 -42%
NA
58
Navellier & Associates
Nevada
$1.22M +$86.2K +9,149 +10%
Alyeska Investment Group
59
Alyeska Investment Group
Illinois
$1.19M +$942K +100,000 New
Bank of America
60
Bank of America
North Carolina
$1.15M -$313K -33,259 -26%
Allianz Asset Management
61
Allianz Asset Management
Germany
$1.04M -$794K -84,309 -49%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$1.03M +$818K +86,821 New
LCM
63
Legato Capital Management
California
$846K +$672K +71,370 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$803K -$64.1K -6,800 -9%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$781K +$621K +65,893 New
Stifel Financial
66
Stifel Financial
Missouri
$749K -$10.4K -1,099 -2%
Renaissance Technologies
67
Renaissance Technologies
New York
$747K +$594K +63,003 New
NIMC
68
Nierenberg Investment Management Company
Washington
$703K
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$702K +$558K +59,232 New
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$631K -$2.55M -270,863 -84%
Marshall Wace
71
Marshall Wace
United Kingdom
$570K -$7.46M -791,400 -94%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$564K +$449K +47,605 New
CIP
73
Chartwell Investment Partners
Pennsylvania
$559K -$335K -35,507 -43%
DFCM
74
Dark Forest Capital Management
Puerto Rico
$518K +$412K +43,685 New
CS
75
Credit Suisse
Switzerland
$516K +$75.9K +8,056 +23%

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.