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RH
RH

403 hedge funds and large institutions have $4.2B invested in RH in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 102 increasing their positions, 152 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

7% more funds holding

Funds holding: 378 → 403 (+25)

1.07% more ownership

Funds ownership: 85.18% → 86.25% (+1.1%)

3% less call options, than puts

Call options by funds: $943M | Put options by funds: $976M

32% less capital invested

Capital invested by funds: $6.17B → $4.2B (-$1.97B)

33% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 152

62% less funds holding in top 10

Funds holding in top 10: 21 → 8 (-13)

Holders
403
Holders Change
+25
Holders Change %
+6.61%
% of All Funds
6.4%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.13%
New
83
Increased
102
Reduced
152
Closed
57
Calls
$943M
Puts
$976M
Net Calls
-$33.3M
Net Calls Change
+$7.92M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.1M
3
QC
Quadrature Capital
United Kingdom
+$41.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$32M
5
Twin Tree Management
Twin Tree Management
Texas
+$30.6M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$93.2M
3
SCM
Steadfast Capital Management
New York
-$92.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$68.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$61.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$318K -$122K -350 -23%
Prudential Financial
277
Prudential Financial
New Jersey
$317K -$24.3K -70 -6%
WEG
278
World Equity Group
Illinois
$316K +$5.21K +15 +1%
GIP
279
Greatmark Investment Partners
Georgia
$311K – – –
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$308K +$1.39K +4 +0.3%
API
281
Advisor Partners II
California
$300K -$2.43K -7 -0.6%
RCG
282
Regatta Capital Group
California
$289K -$30.2K -87 -7%
OAM
283
Oppenheimer Asset Management
New York
$286K -$5.21K -15 -1%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$283K +$372K +1,069 New
CAM
285
CenterStar Asset Management
Illinois
$283K +$371K +1,068 New
CGH
286
Crossmark Global Holdings
Texas
$270K -$49.4K -142 -12%
FB
287
Fulton Bank
Pennsylvania
$268K +$51.5K +148 +17%
MMPW
288
Mitchell McLeod Pugh & Williams
Alabama
$264K – – –
DC
289
Davenport & Co
Virginia
$258K -$3.48K -10 -1%
PCM
290
Penserra Capital Management
California
$258K – – –
MM
291
MQS Management
New York
$245K +$322K +926 New
CA
292
Cetera Advisors
Colorado
$244K -$9.04K -26 -3%
Truist Financial
293
Truist Financial
North Carolina
$239K +$29.9K +86 +11%
Cerity Partners
294
Cerity Partners
New York
$238K -$147K -422 -32%
PF
295
Prosperitas Financial
California
$238K +$313K +900 New
JGC
296
J. Goldman & Co
New York
$234K +$307K +884 New
PI
297
PFG Investments
New York
$233K -$34.8K -100 -10%
SCM
298
Shelton Capital Management
Colorado
$229K – – –
PFO
299
Pathstone Family Office
New Jersey
$227K +$299K +860 New
FRM
300
Fox Run Management
Connecticut
$224K +$295K +848 New
10 11
12
13 14

RH Hedge Fund Activity: Q3 2023 in Review

403 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q3 2023, worth a combined $4.2B — down 32% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new RH positions and 57 closed out — a net gain of 26 holders — while 102 added to existing stakes and 152 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $155M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $584M sold.

  • 403 institutional investors held RH (RH) as of Q3 2023, up from 378 in Q2 2023.
  • Funds reported $4.2B of RH stock for Q3 2023, down 32% quarter-over-quarter.
  • 83 funds opened new RH positions in Q3 2023 and 57 closed out, a net change of +26 holders.
  • The largest RH buyer in Q3 2023 was T. Rowe Price Associates, an estimated $155M added.
  • The largest RH seller in Q3 2023 was Lone Pine Capital, an estimated $584M sold.

Based on aggregated 13F filings for Q3 2023.