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Haverty Furniture Companies

155 hedge funds and large institutions have $438M invested in Haverty Furniture Companies in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,658% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $86K

12% more capital invested

Capital invested by funds: $389M → $438M (+$48.5M)

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

3.66% less ownership

Funds ownership: 95.79%92.13% (-3.7%)

5% less funds holding

Funds holding: 164155 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
155
Holders Change
-9
Holders Change %
-5.49%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
55
Reduced
53
Closed
24
Calls
$4.95M
Puts
$86K
Net Calls
+$4.87M
Net Calls Change
+$770K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.1M -$8.69M -256,344 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.1M +$90.3K +2,662 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.5M +$2.73M +80,565 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.8M +$2.19M +64,600 +8%
LSV Asset Management
5
LSV Asset Management
Illinois
$24.3M +$529K +15,589 +2%
State Street
6
State Street
Massachusetts
$20.2M -$16.7K -492 -0.1%
Northern Trust
7
Northern Trust
Illinois
$10.6M -$282K -8,318 -2%
Invesco
8
Invesco
Georgia
$9.36M -$662K -19,522 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.29M +$71.3K +2,101 +0.7%
Charles Schwab
10
Charles Schwab
California
$9.27M -$143K -4,224 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.12M -$291K -8,588 -3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$8.02M +$307K +9,052 +4%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$8.02M -$228K -6,730 -3%
Morgan Stanley
14
Morgan Stanley
New York
$7.91M +$1.3M +38,358 +18%
Ameriprise
15
Ameriprise
Minnesota
$7.11M -$451K -13,290 -6%
F1I
16
Fund 1 Investments
Puerto Rico
$6.81M +$4.77M +140,612 +193%
CIM
17
Cambria Investment Management
California
$6.74M +$700K +20,625 +11%
Goldman Sachs
18
Goldman Sachs
New York
$6.42M -$2.94M -86,665 -30%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$6.38M +$1.01M +29,795 +18%
American Century Companies
20
American Century Companies
Missouri
$5.89M +$1.1M +32,511 +21%
Citadel Advisors
21
Citadel Advisors
Florida
$4.97M +$1.3M +38,380 +33%
CAMG
22
CWA Asset Management Group
Florida
$4.6M
GCMG
23
Gyroscope Capital Management Group
Florida
$4.6M
BCM
24
Bridgeway Capital Management
Texas
$4.34M -$99.9K -2,945 -2%
RA
25
Royce & Associates
New York
$4.3M +$456K +13,457 +11%

HVT Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2023, worth a combined $438M — up 12% from $389M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HVT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 55 added.

The largest buyer was Fund 1 Investments, adding an estimated $4.77M. The largest seller was First Trust Advisors, cutting an estimated $10.6M.

  • 155 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2023, down from 164 in Q4 2022.
  • Funds reported $438M of Haverty Furniture Companies stock for Q1 2023, up 12% quarter-over-quarter.
  • 17 funds opened new Haverty Furniture Companies positions in Q1 2023 and 24 closed out, a net change of -7 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2023 was Fund 1 Investments, an estimated $4.77M added.
  • The largest Haverty Furniture Companies seller in Q1 2023 was First Trust Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.