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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
CC
101
Corton Capital
Ontario, Canada
$93.7K -$189K -18,033 -64%
HMCP
102
Hook Mill Capital Partners
New York
$72.6K +$22.2K +2,120 +37%
Barclays
103
Barclays
United Kingdom
$66K +$29.4K +2,803 +65%
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$53K +$58.3K +5,558 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$49.7K
SIC
106
SJS Investment Consulting
Ohio
$46.5K -$402K -38,395 -88%
AA
107
Ancora Advisors
Ohio
$46.5K
SOW
108
State of Wyoming
Wyoming
$33.6K +$37.9K +3,615 New
GWM
109
Geneos Wealth Management
Colorado
$27.9K
Wells Fargo
110
Wells Fargo
California
$25.1K -$1.56M -148,852 -98%
GG
111
Gleason Group
Kentucky
$23.3K
SPIA
112
Steward Partners Investment Advisory
New York
$18.6K +$21K +2,000 New
TAM
113
Tucker Asset Management
Colorado
$15.3K +$17.3K +1,646 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$14K -$94.1K -8,982 -86%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$7.75K
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$7.06K
TRCT
117
Tower Research Capital (TRC)
New York
$6.64K +$7.48K +714 New
AWM
118
Atticus Wealth Management
Florida
$2.09K +$681 +65 +41%
IA
119
IFP Advisors
Florida
$2.03K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$2K
Citigroup
121
Citigroup
New York
$577 -$5.64K -538 -90%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$167
ACM
123
Anomaly Capital Management
New York
-$3.69M -354,154 Closed
Norges Bank
124
Norges Bank
Norway
-$2.55M -244,300 Closed
BC
125
Brookfield Corp
Ontario, Canada
-$2.46M -235,925 Closed

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.