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Haverty Furniture Companies

125 hedge funds and large institutions have $378M invested in Haverty Furniture Companies in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

2% more funds holding

Funds holding: 122125 (+3)

1.23% more ownership

Funds ownership: 87.9%89.13% (+1.2%)

3% more capital invested

Capital invested by funds: $367M → $378M (+$10.9M)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
47
Reduced
38
Closed
7
Calls
$225K
Puts
Net Calls
+$225K
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.9M +$1.49M +69,169 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36M -$212K -9,819 -0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$33.2M +$181K +8,400 +0.6%
RA
4
Royce & Associates
New York
$28.8M +$754K +34,900 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.9M +$569K +26,333 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$23.2M -$2.16K -100 -0%
Northern Trust
7
Northern Trust
Illinois
$14.6M -$490K -22,666 -3%
State Street
8
State Street
Massachusetts
$13.9M +$766K +35,440 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.9M -$171K -7,923 -2%
NIMC
10
NWQ Investment Management Company
California
$7.78M -$2.95M -136,395 -26%
ICOM
11
Investment Counselors of Maryland
Maryland
$7.72M
MOACM
12
Mutual of America Capital Management
New York
$5.89M -$297K -13,741 -5%
Charles Schwab
13
Charles Schwab
California
$5.58M +$506K +23,403 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.53M +$775K +35,891 +17%
FIM
15
Foresters Investment Management
New York
$5.01M -$784K -36,300 -14%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$4.32M +$3.34M +154,408 +375%
PPA
17
Parametric Portfolio Associates
Washington
$4.17M +$1.44M +66,818 +55%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.94M -$849K -39,318 -18%
Prudential Financial
19
Prudential Financial
New Jersey
$3.9M +$310K +14,360 +9%
BCM
20
Bridgeway Capital Management
Texas
$3.71M
Franklin Resources
21
Franklin Resources
California
$3.43M +$1.32K +61 +0%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.43M +$99.5K +4,608 +3%
Ameriprise
23
Ameriprise
Minnesota
$3.28M +$574K +26,579 +22%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.98M +$473K +21,873 +19%
Millennium Management
25
Millennium Management
New York
$2.96M +$1.07M +49,482 +59%

HVT Hedge Fund Activity: Q3 2018 in Review

125 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2018, worth a combined $378M — up 3% from $367M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HVT positions and 7 closed out — a net gain of 4 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.34M. The largest seller was Citadel Advisors, cutting an estimated $3.58M.

  • 125 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2018, up from 122 in Q2 2018.
  • Funds reported $378M of Haverty Furniture Companies stock for Q3 2018, up 3% quarter-over-quarter.
  • 11 funds opened new Haverty Furniture Companies positions in Q3 2018 and 7 closed out, a net change of +4 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2018 was Arrowstreet Capital, an estimated $3.34M added.
  • The largest Haverty Furniture Companies seller in Q3 2018 was Citadel Advisors, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2018.