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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
FCPV
1
FS Capital Partners VI
California
$145M -$41.9M -4,446,659 -27%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.5M +$8.14M +864,267 +28%
WA
3
Wasatch Advisors
Utah
$42.2M +$33.5M +3,558,431 New
SAM
4
Scopus Asset Management
New York
$23.8M +$1.03M +109,400 +6%
HRCM
5
Hood River Capital Management
Florida
$18.2M -$2.7M -286,162 -16%
EA
6
Emerald Advisers
Pennsylvania
$16.3M +$934K +99,130 +8%
SCA
7
Summit Creek Advisors
Minnesota
$14.9M -$836K -88,695 -7%
DCM
8
Driehaus Capital Management
Illinois
$14.2M -$560K -59,430 -5%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.9M +$1.28M +135,355 +13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$13.3M +$2.08M +221,009 +24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.6M +$7.5M +796,241 +823%
IP
12
Interval Partners
New York
$10.3M +$3.49M +370,231 +74%
FC
13
FACT Capital
New York
$9.47M +$2.93M +310,566 +64%
BlackRock
14
BlackRock
New York
$8.71M +$274K +29,030 +4%
S
15
SignatureFD
Georgia
$7.79M +$568K +60,240 +10%
PAIM
16
Punch & Associates Investment Management
Minnesota
$7.75M +$68.3K +7,248 +1%
MIM
17
Meros Investment Management
Texas
$7.43M +$822K +87,231 +16%
VC
18
Voss Capital
Texas
$7.29M +$1.08M +115,000 +23%
F1I
19
Fund 1 Investments
Puerto Rico
$6.81M +$1.06M +112,267 +24%
NIP
20
Nicholas Investment Partners
California
$6.49M +$5.16M +547,409 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$6.39M +$2.78M +294,548 +120%
NGM
22
North Growth Management
British Columbia, Canada
$5.74M +$2.05M +218,000 +82%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.47M +$256K +27,216 +6%
EH
24
EMG Holdings
Connecticut
$4.78M -$35.9K -3,809 -0.9%
GCM
25
Ghisallo Capital Management
Massachusetts
$4.74M +$1.88M +200,000 +100%

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.