Haverty Furniture Companies
HVT
140 hedge funds and large institutions have $315M invested in Haverty Furniture Companies in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
19% more capital invested
Capital invested by funds: $264M → $315M (+$50.8M)
5% more funds holding
Funds holding: 133 → 140 (+7)
4% more call options, than puts
Call options by funds: $599K | Put options by funds: $577K
7.14% less ownership
Funds ownership: 95.67% → 88.53% (-7.1%)
37% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.85M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.71M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1.25M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$1.21M |
| 5 |
Goldman Sachs
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.5M |
| 2 |
RA
Royce & Associates
New York
|
-$4.57M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$3.6M |
| 4 |
BlackRock
New York
|
-$2.91M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
151
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -88 | Closed |
|
152
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$362 | +20 | New |
|
HVT Hedge Fund Activity: Q3 2020 in Review
140 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2020, worth a combined $315M — up 19% from $264M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HVT positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 57 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.85M. The largest seller was Invesco, cutting an estimated $12.5M.
- 140 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2020, up from 133 in Q2 2020.
- Funds reported $315M of Haverty Furniture Companies stock for Q3 2020, up 19% quarter-over-quarter.
- 20 funds opened new Haverty Furniture Companies positions in Q3 2020 and 13 closed out, a net change of +7 holders.
- The largest Haverty Furniture Companies buyer in Q3 2020 was Millennium Management, an estimated $3.85M added.
- The largest Haverty Furniture Companies seller in Q3 2020 was Invesco, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2020.