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Haverty Furniture Companies
HVT

125 hedge funds and large institutions have $328M invested in Haverty Furniture Companies in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

11% more funds holding

Funds holding: 113 → 125 (+12)

8% more capital invested

Capital invested by funds: $303M → $328M (+$25.4M)

3.15% more ownership

Funds ownership: 83.4% → 86.54% (+3.1%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
40
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.65M
2
Morgan Stanley
Morgan Stanley
New York
+$1.47M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M
4
GC
Guggenheim Capital
Illinois
+$1.28M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.68M
2
NIMC
NWQ Investment Management Company
California
-$5.41M
3
RA
Royce & Associates
New York
-$3.71M
4
Franklin Resources
Franklin Resources
California
-$1.05M
5
ICOM
Investment Counselors of Maryland
Maryland
-$998K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.95M -$43.5K -2,225 -2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.87M +$3.91K +200 +0.2%
Millennium Management
28
Millennium Management
New York
$1.85M +$954K +48,753 +112%
AQR Capital Management
29
AQR Capital Management
Connecticut
$1.77M -$527K -26,962 -23%
BIM
30
BlackRock Investment Management
Delaware
$1.76M -$82.8K -4,233 -5%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.69M +$1.65M +84,380 New
Charles Schwab
32
Charles Schwab
California
$1.56M +$77.9K +3,984 +5%
PPA
33
Parametric Portfolio Associates
Washington
$1.55M -$188K -9,591 -11%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$1.48M +$3.97K +203 +0.3%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.47M +$246K +12,564 +21%
AIM
36
Alambic Investment Management
California
$1.44M +$252K +12,870 +22%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$1.41M -$108K -5,500 -7%
GC
38
Guggenheim Capital
Illinois
$1.31M +$1.28M +65,518 New
NI
39
Numeric Investors
Massachusetts
$1.25M +$1.22M +62,300 New
BA
40
BlackRock Advisors
Delaware
$1.24M +$49.4K +2,526 +4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.18M – – –
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.16M +$411K +21,000 +57%
Citadel Advisors
43
Citadel Advisors
Florida
$1.15M +$711K +36,330 +173%
GCP
44
GSA Capital Partners
United Kingdom
$1.12M -$117K -6,000 -10%
Norges Bank
45
Norges Bank
Norway
$1.07M – – –
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.01M +$493K +25,209 +99%
TA
47
Teachers Advisors
New York
$994K +$34.6K +1,766 +4%
SFI
48
SPC Financial Inc
Maryland
$979K +$956K +48,840 New
Prudential Financial
49
Prudential Financial
New Jersey
$974K +$7.04K +360 +0.7%
MAM
50
Martingale Asset Management
Massachusetts
$938K +$916K +46,805 New
1
2
3 4 5

HVT Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2016, worth a combined $328M — up 8.4% from $303M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $1.65M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.68M sold.

  • 125 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2016, up from 113 in Q2 2016.
  • Funds reported $328M of Haverty Furniture Companies stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q3 2016 and 6 closed out, a net change of +12 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2016 was Acadian Asset Management, an estimated $1.65M added.
  • The largest Haverty Furniture Companies seller in Q3 2016 was Wellington Management Group, an estimated $9.68M sold.

Based on aggregated 13F filings for Q3 2016.