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Haverty Furniture Companies

137 hedge funds and large institutions have $447M invested in Haverty Furniture Companies in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $421M → $447M (+$26.4M)

5% more funds holding

Funds holding: 130137 (+7)

1.28% more ownership

Funds ownership: 86.8%88.08% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.6M +$3.78M +158,063 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.9M +$503K +21,057 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$37.5M -$38.2K -1,600 -0.1%
LSV Asset Management
4
LSV Asset Management
Illinois
$27.8M -$97.9K -4,100 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.6M +$343K +14,365 +1%
RA
6
Royce & Associates
New York
$25.5M -$3.4M -142,300 -13%
NIMC
7
NWQ Investment Management Company
California
$25.4M -$986K -41,290 -4%
Northern Trust
8
Northern Trust
Illinois
$17.6M +$58.3K +2,441 +0.4%
State Street
9
State Street
Massachusetts
$12.7M +$218K +9,116 +2%
ICOM
10
Investment Counselors of Maryland
Maryland
$9.56M -$463K -19,400 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.96M +$442K +18,505 +6%
MOACM
12
Mutual of America Capital Management
New York
$6.67M
AL
13
AJO LP
Pennsylvania
$5.59M +$1.8M +75,221 +54%
Morgan Stanley
14
Morgan Stanley
New York
$5.3M -$346K -14,465 -7%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.66M +$6.93K +290 +0.2%
BCM
16
Bridgeway Capital Management
Texas
$4.39M +$597K +25,000 +17%
Bank of America
17
Bank of America
North Carolina
$4.17M -$222K -9,274 -5%
Goldman Sachs
18
Goldman Sachs
New York
$4.07M +$2.3M +96,247 +162%
Franklin Resources
19
Franklin Resources
California
$4.06M +$215 +9 +0%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.03M +$96.2K +4,027 +3%
FP
21
Foundry Partners
Minnesota
$4.02M -$1.66M -69,400 -31%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.92M -$11.5K -482 -0.3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.79M +$282K +11,812 +9%
Charles Schwab
24
Charles Schwab
California
$3.62M +$714K +29,877 +28%
Ameriprise
25
Ameriprise
Minnesota
$3.37M -$77.3K -3,237 -2%

HVT Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2017, worth a combined $447M — up 6.3% from $421M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 7 closed out — a net gain of 8 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $3.78M. The largest seller was Royce & Associates, cutting an estimated $3.4M.

  • 137 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2017, up from 130 in Q2 2017.
  • Funds reported $447M of Haverty Furniture Companies stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q3 2017 and 7 closed out, a net change of +8 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2017 was BlackRock, an estimated $3.78M added.
  • The largest Haverty Furniture Companies seller in Q3 2017 was Royce & Associates, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2017.