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Haverty Furniture Companies

164 hedge funds and large institutions have $389M invested in Haverty Furniture Companies in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $367K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $353M → $389M (+$35.9M)

4% more funds holding

Funds holding: 158164 (+6)

1.55% more ownership

Funds ownership: 94.24%95.79% (+1.6%)

24% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 63

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
63
Closed
18
Calls
$4.46M
Puts
$367K
Net Calls
+$4.1M
Net Calls Change
+$782K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81.8M -$3.71M -126,952 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.9M -$1.3M -44,471 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$25.1M -$1.95M -66,600 -7%
LSV Asset Management
4
LSV Asset Management
Illinois
$22.3M -$237K -8,100 -1%
State Street
5
State Street
Massachusetts
$18.9M -$357K -12,207 -2%
First Trust Advisors
6
First Trust Advisors
Illinois
$10.4M -$395K -13,526 -4%
Northern Trust
7
Northern Trust
Illinois
$10.2M -$99.8K -3,415 -1%
Invesco
8
Invesco
Georgia
$9.36M +$3.87M +132,276 +73%
Charles Schwab
9
Charles Schwab
California
$8.81M +$64.5K +2,206 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.81M +$684K +23,400 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.64M -$56.1K -1,918 -0.7%
Goldman Sachs
12
Goldman Sachs
New York
$8.61M +$3.5M +119,854 +71%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$7.71M -$86.2K -2,950 -1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.25M +$2.85M +97,550 +67%
Ameriprise
15
Ameriprise
Minnesota
$7.06M -$689K -23,553 -9%
Morgan Stanley
16
Morgan Stanley
New York
$6.26M -$1.94M -66,493 -24%
CIM
17
Cambria Investment Management
California
$5.7M +$868K +29,700 +18%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$5.09M -$1.24M -42,450 -20%
American Century Companies
19
American Century Companies
Missouri
$4.63M +$1.24M +42,524 +38%
CAMG
20
CWA Asset Management Group
Florida
$4.31M
GCMG
21
Gyroscope Capital Management Group
Florida
$4.31M
BCM
22
Bridgeway Capital Management
Texas
$4.16M +$877K +30,000 +28%
Norges Bank
23
Norges Bank
Norway
$4.14M +$751K +25,700 +23%
Millennium Management
24
Millennium Management
New York
$3.98M +$3.26M +111,340 +515%
RA
25
Royce & Associates
New York
$3.63M -$1.65M -56,289 -32%

HVT Hedge Fund Activity: Q4 2022 in Review

164 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2022, worth a combined $389M — up 10% from $353M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HVT positions and 18 closed out — a net gain of 7 holders — while 48 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, adding an estimated $3.87M. The largest seller was BlackRock, cutting an estimated $3.71M.

  • 164 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $389M of Haverty Furniture Companies stock for Q4 2022, up 10% quarter-over-quarter.
  • 25 funds opened new Haverty Furniture Companies positions in Q4 2022 and 18 closed out, a net change of +7 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2022 was Invesco, an estimated $3.87M added.
  • The largest Haverty Furniture Companies seller in Q4 2022 was BlackRock, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2022.