Arhaus
ARHS
151 hedge funds and large institutions have $1B invested in Arhaus in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 44 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more capital invested
Capital invested by funds: $733M → $1B (+$268M)
21.45% more ownership
Funds ownership: 89.6% → 111.05% (+21%)
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
0% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 47
1% less funds holding
Funds holding: 152 → 151 (-1)
18% less call options, than puts
Call options by funds: $8.43M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$82M |
| 2 |
BlackRock
New York
|
+$40.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$36M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$21.1M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$11.2M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$10.9M |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$10.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$9.19M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$8.5M |
ARHS Hedge Fund Activity: Q2 2024 in Review
151 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Arhaus (ARHS) for Q2 2024, worth a combined $1B — up 37% from $733M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ARHS positions and 44 closed out — a net gain of 1 holder — while 47 added to existing stakes and 47 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $82M. The largest seller was New York State Common Retirement Fund, cutting an estimated $11.2M.
- 151 institutional investors held Arhaus (ARHS) as of Q2 2024, down from 152 in Q1 2024.
- Funds reported $1B of Arhaus stock for Q2 2024, up 37% quarter-over-quarter.
- 45 funds opened new Arhaus positions in Q2 2024 and 44 closed out, a net change of +1 holder.
- The largest Arhaus buyer in Q2 2024 was Capital Research Global Investors, an estimated $82M added.
- The largest Arhaus seller in Q2 2024 was New York State Common Retirement Fund, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2024.