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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
DWP
76
Daymark Wealth Partners
Ohio
$498K +$94.2K +10,000 +31%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$497K -$96.7K -10,262 -20%
LOAMU
78
Lombard Odier Asset Management (USA)
New York
$497K +$167K +17,753 +73%
QT
79
Quantbot Technologies
New York
$492K +$391K +41,480 New
OAM
80
Ophir Asset Management
Australia
$467K
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$414K +$329K +34,920 New
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$401K +$319K +33,842 New
PCM
83
Prelude Capital Management
New York
$395K +$55.5K +5,893 +21%
WFA
84
Wellspring Financial Advisors
Ohio
$394K -$16.3K -1,730 -5%
Comerica Bank
85
Comerica Bank
Texas
$383K +$4.06K +431 +1%
Legal & General Group
86
Legal & General Group
United Kingdom
$373K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$364K +$2.79K +296 +1%
SSA
88
Schonfeld Strategic Advisors
New York
$354K -$2.08M -221,009 -88%
PFM
89
Premier Fund Managers
United Kingdom
$347K +$271K +28,772 New
BMSSC
90
B. Metzler seel. Sohn & Co
Germany
$327K +$260K +27,619 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$312K -$67.4K -7,151 -21%
TI
92
Trexquant Investment
Connecticut
$309K +$246K +26,086 New
YIH
93
Y-Intercept (HK)
Hong Kong
$298K +$22.3K +2,362 +10%
KeyBank National Association
94
KeyBank National Association
Ohio
$296K
SOW
95
State of Wyoming
Wyoming
$291K +$197K +20,943 +579%
Deutsche Bank
96
Deutsche Bank
Germany
$276K +$219K +23,259 New
LCM
97
Landscape Capital Management
New Jersey
$268K -$149K -15,838 -41%
Victory Capital Management
98
Victory Capital Management
Texas
$263K -$58.9K -6,255 -22%
OR
99
Olympiad Research
Connecticut
$255K +$22K +2,334 +12%
VA
100
Vident Advisory
Georgia
$251K +$64.6K +6,855 +48%

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.