Arhaus
ARHS
65 hedge funds and large institutions have $192M invested in Arhaus in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
30% more funds holding
Funds holding: 50 → 65 (+15)
1.26% more ownership
Funds ownership: 79.15% → 80.41% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
9% less call options, than puts
Call options by funds: $130K | Put options by funds: $143K
46% less capital invested
Capital invested by funds: $354M → $192M (-$162M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSGL
No Street GP LP
San Francisco,
California
|
+$7.04M |
| 2 |
Millennium Management
New York
|
+$3.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.44M |
| 4 |
RDWM
Red Door Wealth Management
Memphis,
Tennessee
|
+$2.77M |
| 5 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$7.59M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$4.43M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
-$3.16M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$1.99M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.41M |
ARHS Hedge Fund Activity: Q2 2022 in Review
65 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q2 2022, worth a combined $192M — down 46% from $354M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ARHS positions and 8 closed out — a net gain of 15 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was No Street GP LP, adding an estimated $7.04M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $7.59M sold.
- 65 institutional investors held Arhaus (ARHS) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $192M of Arhaus stock for Q2 2022, down 46% quarter-over-quarter.
- 23 funds opened new Arhaus positions in Q2 2022 and 8 closed out, a net change of +15 holders.
- The largest Arhaus buyer in Q2 2022 was No Street GP LP, an estimated $7.04M added.
- The largest Arhaus seller in Q2 2022 was Hood River Capital Management, an estimated $7.59M sold.
Based on aggregated 13F filings for Q2 2022.