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361 hedge funds and large institutions have $3.95B invested in RH in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 121 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 85.01%87.61% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 121

3% less call options, than puts

Call options by funds: $787M | Put options by funds: $812M

11% less funds holding

Funds holding: 407361 (-46)

27% less capital invested

Capital invested by funds: $5.39B → $3.95B (-$1.44B)

44% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 91

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
361
Holders Change
-46
Holders Change %
-11.3%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.09%
New
51
Increased
121
Reduced
121
Closed
91
Calls
$787M
Puts
$812M
Net Calls
-$24.5M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
251
Federated Hermes
Pennsylvania
$240K -$212K -808 -45%
CGH
252
Crossmark Global Holdings
Texas
$239K -$54.2K -206 -17%
Corient Private Wealth
253
Corient Private Wealth
Florida
$231K -$35.2K -134 -12%
M&T Bank
254
M&T Bank
New York
$223K +$35.2K +134 +17%
GAG
255
GM Advisory Group
New York
$221K -$64.4K -245 -21%
OAM
256
Oppenheimer Asset Management
New York
$221K -$135K -515 -36%
MMA
257
Miracle Mile Advisors
California
$220K +$237K +900 New
PI
258
PFG Investments
New York
$217K -$27.6K -105 -11%
WEG
259
World Equity Group
Illinois
$215K -$55.5K -211 -19%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$213K +$93.3K +355 +69%
SCP
261
Sender Company & Partners
New York
$208K -$593K -2,255 -73%
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$204K -$41.5K -158 -16%
First Manhattan
263
First Manhattan
New York
$203K
SWM
264
Silverlake Wealth Management
Vermont
$203K +$218K +830 New
SSG
265
Summit Securities Group
New York
$196K +$210K +800 New
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$174K +$26.3K +100 +16%
FWM
267
Focused Wealth Management
New York
$162K +$175K +664 New
A
268
AlphaQuest
New York
$139K -$294K -1,118 -66%
CFGS
269
Concourse Financial Group Securities
Alabama
$137K
SPIA
270
Steward Partners Investment Advisory
New York
$120K -$7.89K -30 -6%
US Bancorp
271
US Bancorp
Minnesota
$115K -$28.7K -109 -19%
SOW
272
State of Wyoming
Wyoming
$110K -$359K -1,365 -75%
KBC Group
273
KBC Group
Belgium
$88K
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$88K -$7.1K -27 -7%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$78K +$7.36K +28 +10%

RH Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q2 2024, worth a combined $3.95B — down 27% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of RH and 51 opened new positions — a net loss of 40 holders — while 121 trimmed existing stakes and 121 added.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $63M sold.

  • 361 institutional investors held RH (RH) as of Q2 2024, down from 407 in Q1 2024.
  • Funds reported $3.95B of RH stock for Q2 2024, down 27% quarter-over-quarter.
  • 51 funds opened new RH positions in Q2 2024 and 91 closed out, a net change of -40 holders.
  • The largest RH buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest RH seller in Q2 2024 was Davidson Kempner Capital Management, an estimated $63M sold.

Based on aggregated 13F filings for Q2 2024.