We are live on ! Find out more
HVT icon

Haverty Furniture Companies

150 hedge funds and large institutions have $328M invested in Haverty Furniture Companies in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

5% less funds holding

Funds holding: 158150 (-8)

6% less ownership

Funds ownership: 95.32%89.31% (-6%)

20% less capital invested

Capital invested by funds: $409M → $328M (-$80.4M)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

36% less call options, than puts

Call options by funds: $883K | Put options by funds: $1.39M

Holders
150
Holders Change
-8
Holders Change %
-5.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
44
Reduced
60
Closed
22
Calls
$883K
Puts
$1.39M
Net Calls
-$502K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70M -$2.18M -81,896 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28M +$221K +8,287 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.5M -$2.66M -99,730 -9%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.5M -$1.85M -69,500 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$18M -$168K -6,300 -0.8%
State Street
6
State Street
Massachusetts
$14.5M -$708K -26,562 -4%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$8.33M +$3.33M +124,769 +53%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$8.11M -$24K -900 -0.3%
Northern Trust
9
Northern Trust
Illinois
$8.06M -$383K -14,365 -4%
First Trust Advisors
10
First Trust Advisors
Illinois
$7.63M -$150K -5,608 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.76M +$219K +8,208 +3%
Charles Schwab
12
Charles Schwab
California
$6.46M +$716K +26,841 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.77M -$294K -11,014 -4%
Morgan Stanley
14
Morgan Stanley
New York
$5.51M +$937K +35,126 +17%
RA
15
Royce & Associates
New York
$4.55M -$4.08M -153,117 -44%
Invesco
16
Invesco
Georgia
$4.33M +$388K +14,545 +8%
Goldman Sachs
17
Goldman Sachs
New York
$4.16M +$1.33M +49,889 +39%
CIM
18
Cambria Investment Management
California
$3.44M +$396K +14,850 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$3.41M +$3.92M +147,030 New
CAMG
20
CWA Asset Management Group
Florida
$3.34M
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$3.15M -$4.28M -160,511 -54%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$3.06M +$379K +14,223 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.83M -$85.3K -3,200 -3%
Ameriprise
24
Ameriprise
Minnesota
$2.56M -$154K -5,786 -5%
BCM
25
Bridgeway Capital Management
Texas
$2.53M

HVT Hedge Fund Activity: Q2 2022 in Review

150 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2022, worth a combined $328M — down 20% from $409M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HVT and 20 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 44 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.92M. The largest seller was Medina Value Partners, exiting entirely with an estimated $5.44M sold.

  • 150 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2022, down from 158 in Q1 2022.
  • Funds reported $328M of Haverty Furniture Companies stock for Q2 2022, down 20% quarter-over-quarter.
  • 20 funds opened new Haverty Furniture Companies positions in Q2 2022 and 22 closed out, a net change of -2 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2022 was Citadel Advisors, an estimated $3.92M added.
  • The largest Haverty Furniture Companies seller in Q2 2022 was Medina Value Partners, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2022.