We are live on ! Find out more
HVT icon

Haverty Furniture Companies

131 hedge funds and large institutions have $368M invested in Haverty Furniture Companies in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,235% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $20K

3.07% less ownership

Funds ownership: 87.82%84.76% (-3.1%)

7% less capital invested

Capital invested by funds: $397M → $368M (-$29.4M)

9% less funds holding

Funds holding: 144131 (-13)

33% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 54

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
131
Holders Change
-13
Holders Change %
-9.03%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
36
Reduced
54
Closed
23
Calls
$3.27M
Puts
$20K
Net Calls
+$3.25M
Net Calls Change
-$945K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
101
State of Wyoming
Wyoming
$127K -$43.1K -1,353 -23%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$126K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115K -$159K -5,000 -56%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$115K -$6.37K -200 -5%
SAM
105
Shell Asset Management
Netherlands
$112K -$1.91K -60 -2%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$79.7K
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$56.2K +$62.2K +1,952 New
Amundi
108
Amundi
France
$43.2K
AIP
109
Ameritas Investment Partners
Nebraska
$39.5K
GCM
110
Gladius Capital Management
Illinois
$30.1K -$6.44K -202 -16%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$26.2K
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K -$605 -19 -2%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$20.8K -$3.28K -103 -12%
Osaic Holdings
114
Osaic Holdings
Arizona
$20.7K -$42.4K -1,331 -65%
DWA
115
Dorsey Wright & Associates
California
$19.8K -$765 -24 -3%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$19.5K -$1.37K -43 -6%
GWM
117
Geneos Wealth Management
Colorado
$14.4K
TRCT
118
Tower Research Capital (TRC)
New York
$8.09K -$56.8K -1,783 -86%
IPW
119
Impact Partnership Wealth
Georgia
$7.08K +$7.84K +246 New
SIC
120
Salem Investment Counselors
North Carolina
$5.76K
GRP
121
Global Retirement Partners
California
$4.77K
VCM
122
Versant Capital Management
Arizona
$3.14K
QCG
123
Quadrant Capital Group
Ohio
$2.48K +$2.74K +86 New
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$2.1K +$382 +12 +20%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2K -$446 -14 -16%

HVT Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2023, worth a combined $368M — down 7.4% from $397M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HVT and 11 opened new positions — a net loss of 12 holders — while 54 trimmed existing stakes and 36 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $2.82M. The largest seller was BlackRock, cutting an estimated $3.99M.

  • 131 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2023, down from 144 in Q2 2023.
  • Funds reported $368M of Haverty Furniture Companies stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 11 funds opened new Haverty Furniture Companies positions in Q3 2023 and 23 closed out, a net change of -12 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $2.82M added.
  • The largest Haverty Furniture Companies seller in Q3 2023 was BlackRock, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2023.