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109 hedge funds and large institutions have $490M invested in Arhaus in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $5.82M

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

24% more capital invested

Capital invested by funds: $396M → $490M (+$93.3M)

3% more funds holding

Funds holding: 106109 (+3)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.52% less ownership

Funds ownership: 90.35%88.83% (-1.5%)

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
33
Reduced
26
Closed
34
Calls
$10.7M
Puts
$5.82M
Net Calls
+$4.87M
Net Calls Change
+$689K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$183K +$144K +17,583 New
Victory Capital Management
77
Victory Capital Management
Texas
$183K -$38.7K -4,742 -21%
RJA
78
Raymond James & Associates
Florida
$175K -$8.51K -1,043 -6%
Verition Fund Management
79
Verition Fund Management
Connecticut
$169K -$228K -27,900 -63%
Ameriprise
80
Ameriprise
Minnesota
$162K +$127K +15,519 New
Jane Street
81
Jane Street
New York
$162K -$211K -25,816 -63%
Osaic Holdings
82
Osaic Holdings
Arizona
$158K -$26.7K -3,268 -18%
DU
83
Delphia (USA)
Ontario, Canada
$151K +$118K +14,494 New
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$149K -$844K -103,361 -88%
PCM
85
Prelude Capital Management
New York
$134K +$2.08K +255 +2%
DWP
86
Daymark Wealth Partners
Ohio
$125K +$97.9K +12,000 New
XT
87
XTX Topco
Cayman Islands
$124K -$157K -19,204 -62%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$120K +$94K +11,516 New
UBS Group
89
UBS Group
Switzerland
$116K -$670K -82,050 -88%
CW
90
CreativeOne Wealth
Kansas
$113K +$88.6K +10,850 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$109K +$72.5K +8,885 +572%
OP
92
ORG Partners
Indiana
$100K +$78.4K +9,600 New
Lazard Asset Management
93
Lazard Asset Management
New York
$86K +$21.6K +2,641 +46%
HMCP
94
Hook Mill Capital Partners
New York
$59.3K -$46.4K -5,688 -50%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$55.7K +$43.6K +5,344 New
AA
96
Ancora Advisors
Ohio
$52.1K
Barclays
97
Barclays
United Kingdom
$44.7K +$35K +4,288 +428,800%
GWM
98
Geneos Wealth Management
Colorado
$31.3K +$24.5K +3,000 New
GG
99
Gleason Group
Kentucky
$26.1K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$8.85K

ARHS Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q2 2023, worth a combined $490M — up 24% from $396M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARHS positions and 34 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.37M. The largest seller was Millennium Management, cutting an estimated $7.62M.

  • 109 institutional investors held Arhaus (ARHS) as of Q2 2023, up from 106 in Q1 2023.
  • Funds reported $490M of Arhaus stock for Q2 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Arhaus positions in Q2 2023 and 34 closed out, a net change of +3 holders.
  • The largest Arhaus buyer in Q2 2023 was Wellington Management Group, an estimated $8.37M added.
  • The largest Arhaus seller in Q2 2023 was Millennium Management, an estimated $7.62M sold.

Based on aggregated 13F filings for Q2 2023.