Arhaus
ARHS
50 hedge funds and large institutions have $354M invested in Arhaus in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 17 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
4% more funds holding
Funds holding: 48 → 50 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.72% less ownership
Funds ownership: 80.87% → 79.15% (-1.7%)
39% less capital inflows, than outflows
Capital inflows: $31.9M | Capital outflows: $52.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$10M |
| 2 |
NSGL
No Street GP LP
San Francisco,
California
|
+$4.36M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
+$4.16M |
| 4 |
Renaissance Technologies
New York
|
+$1.86M |
| 5 |
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$14.9M |
| 2 |
Goldman Sachs
New York
|
-$7.9M |
| 3 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$3.98M |
| 4 |
Driehaus Capital Management
Chicago,
Illinois
|
-$3.91M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$2.68M |
ARHS Hedge Fund Activity: Q1 2022 in Review
50 of the 6,362 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q1 2022, worth a combined $354M — down 37% from $563M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ARHS positions and 17 closed out — a net gain of 2 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Summit Creek Advisors, adding an estimated $10M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $14.9M sold.
- 50 institutional investors held Arhaus (ARHS) as of Q1 2022, up from 48 in Q4 2021.
- Funds reported $354M of Arhaus stock for Q1 2022, down 37% quarter-over-quarter.
- 19 funds opened new Arhaus positions in Q1 2022 and 17 closed out, a net change of +2 holders.
- The largest Arhaus buyer in Q1 2022 was Summit Creek Advisors, an estimated $10M added.
- The largest Arhaus seller in Q1 2022 was VOYA Investment Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2022.