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RH
RH

399 hedge funds and large institutions have $4.86B invested in RH in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 158 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

16% more capital invested

Capital invested by funds: $4.2B → $4.86B (+$665M)

11% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.09B

5.35% more ownership

Funds ownership: 86.25% → 91.6% (+5.3%)

5% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 62

1% less funds holding

Funds holding: 403 → 399 (-4)

32% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 158

Holders
399
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
65
Increased
107
Reduced
158
Closed
62
Calls
$1.22B
Puts
$1.09B
Net Calls
+$124M
Net Calls Change
+$157M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$154M
2
Morgan Stanley
Morgan Stanley
New York
+$85.8M
3
SCM
Steadfast Capital Management
New York
+$64M
4
Invesco
Invesco
Georgia
+$38M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.3M
2
FAM
Foxhaven Asset Management
Virginia
-$53.5M
3
Millennium Management
Millennium Management
New York
-$49M
4
QC
Quadrature Capital
United Kingdom
-$31.8M
5
PIM
Platinum Investment Management
Australia
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
226
Scientech Research LLC
New Jersey
$629K +$557K +2,157 New
X
227
Xponance
Pennsylvania
$607K -$39.3K -152 -7%
RC
228
RBF Capital
California
$583K +$516K +2,000 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$571K – – –
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$570K +$2.32K +9 +0.5%
Pathstone Holdings
231
Pathstone Holdings
New Jersey
$558K +$494K +1,913 New
Federated Hermes
232
Federated Hermes
Pennsylvania
$556K -$48.8K -189 -9%
KAS
233
Kestra Advisory Services
Texas
$554K +$16.8K +65 +4%
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$545K -$6.43M -24,910 -93%
CWM
235
Cedar Wealth Management
California
$545K +$2.58K +10 +0.5%
CB
236
Commerce Bank
Missouri
$530K +$9.3K +36 +2%
AI
237
Atom Investors
Texas
$521K -$526K -2,037 -53%
MCM
238
MAI Capital Management
Ohio
$497K +$59.9K +232 +16%
NYLIM
239
New York Life Investment Management
New York
$496K +$17.3K +67 +4%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$487K -$40K -155 -8%
AWM
241
AE Wealth Management
Kansas
$476K +$27.4K +106 +6%
ITC
242
Inspire Trust Company
Nevada
$471K +$417K +1,615 New
CAM
243
CenterStar Asset Management
Illinois
$458K +$129K +501 +47%
Mariner
244
Mariner
Kansas
$456K +$43.6K +169 +12%
NS
245
NBC Securities
Alabama
$441K -$7.23K -28 -2%
PI
246
Parkside Investments
Illinois
$437K – – –
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$431K -$216K -835 -36%
WDC
248
Woodward Diversified Capital
California
$420K -$457K -1,769 -55%
IA
249
Insight Advisors
Pennsylvania
$410K -$31.8K -123 -8%
KWA
250
Kingswood Wealth Advisors
California
$405K +$358K +1,388 New
8 9
10
11 12

RH Hedge Fund Activity: Q4 2023 in Review

399 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q4 2023, worth a combined $4.86B — up 16% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new RH positions and 62 closed out — a net gain of 3 holders — while 107 added to existing stakes and 158 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $154M. The largest seller was Fidelity Investments, cutting an estimated $68.3M.

  • 399 institutional investors held RH (RH) as of Q4 2023, down from 403 in Q3 2023.
  • Funds reported $4.86B of RH stock for Q4 2023, up 16% quarter-over-quarter.
  • 65 funds opened new RH positions in Q4 2023 and 62 closed out, a net change of +3 holders.
  • The largest RH buyer in Q4 2023 was Point72 Asset Management, an estimated $154M added.
  • The largest RH seller in Q4 2023 was Fidelity Investments, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2023.