Arhaus
ARHS
152 hedge funds and large institutions have $733M invested in Arhaus in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 28 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 30
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
31% more capital invested
Capital invested by funds: $561M → $733M (+$172M)
10% more funds holding
Funds holding: 138 → 152 (+14)
0.56% more ownership
Funds ownership: 89.05% → 89.6% (+0.56%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
54% less call options, than puts
Call options by funds: $8.36M | Put options by funds: $18.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$67.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$21.1M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$13.9M |
| 4 |
AI
Aperture Investors
New York
|
+$12.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$7.29M |
| 2 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
-$6.81M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.06M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$5.27M |
| 5 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$4.78M |
ARHS Hedge Fund Activity: Q1 2024 in Review
152 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q1 2024, worth a combined $733M — up 31% from $561M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ARHS positions and 28 closed out — a net gain of 14 holders — while 62 added to existing stakes and 30 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $67.4M. The largest seller was Voss Capital, exiting entirely with an estimated $7.29M sold.
- 152 institutional investors held Arhaus (ARHS) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $733M of Arhaus stock for Q1 2024, up 31% quarter-over-quarter.
- 42 funds opened new Arhaus positions in Q1 2024 and 28 closed out, a net change of +14 holders.
- The largest Arhaus buyer in Q1 2024 was Wasatch Advisors, an estimated $67.4M added.
- The largest Arhaus seller in Q1 2024 was Voss Capital, an estimated $7.29M sold.
Based on aggregated 13F filings for Q1 2024.