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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
ET
251
Equitable Trust
Tennessee
$399K -$6.71K -26 -2%
FB
252
Fulton Bank
Pennsylvania
$398K +$90.9K +352 +35%
Prudential Financial
253
Prudential Financial
New Jersey
$393K +$39.3K +152 +13%
SAM
254
Securian Asset Management
Minnesota
$382K – – –
YMRC
255
Yorktown Management & Research Company
Virginia
$379K – – –
NRD
256
Nebula Research & Development
New York
$378K +$335K +1,297 New
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$375K – – –
SOW
258
State of Wyoming
Wyoming
$361K +$121K +468 +61%
SG Americas Securities
259
SG Americas Securities
New York
$361K +$175K +676 +120%
Corient Private Wealth
260
Corient Private Wealth
Florida
$355K -$65.8K -255 -17%
OAM
261
Oppenheimer Asset Management
New York
$342K +$24K +93 +9%
CIP
262
Cornerstone Investment Partners
Georgia
$335K +$296K +1,148 New
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$333K +$18.9K +73 +7%
HF
264
HRT Financial
New York
$332K -$1.78M -6,895 -86%
WEG
265
World Equity Group
Illinois
$332K -$14.2K -55 -5%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$329K -$10.1K -39 -3%
US Bancorp
267
US Bancorp
Minnesota
$329K -$35.9K -139 -11%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$328K -$19.9K -77 -6%
RCG
269
Regatta Capital Group
California
$319K – – –
Cerity Partners
270
Cerity Partners
New York
$316K +$47K +182 +20%
CT
271
Chicago Trust
Illinois
$312K -$56.3K -218 -17%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$311K -$168K -651 -38%
MG
273
Marex Group
$309K -$73.6K -285 -21%
CGH
274
Crossmark Global Holdings
Texas
$306K -$10.3K -40 -4%
OTL
275
Oak Thistle LLC
New York
$302K -$104K -402 -28%
9 10
11
12 13

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.