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378 hedge funds and large institutions have $9.26B invested in RH in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 114 increasing their positions, 128 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

16% more capital invested

Capital invested by funds: $7.97B → $9.26B (+$1.29B)

10% more funds holding

Funds holding: 345378 (+33)

5.31% less ownership

Funds ownership: 106.98%101.67% (-5.3%)

11% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 128

26% less call options, than puts

Call options by funds: $828M | Put options by funds: $1.12B

Holders
378
Holders Change
+33
Holders Change %
+9.57%
% of All Funds
6.69%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
91
Increased
114
Reduced
128
Closed
56
Calls
$828M
Puts
$1.12B
Net Calls
-$292M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
301
Great Lakes Advisors
Illinois
$239K -$45.3K -110 -17%
WWA
302
WC Walker & Associates
California
$229K +$187K +454 New
PAG
303
Private Advisor Group
New Jersey
$228K +$210K +509 New
RHBC
304
R.H. Bluestein & Co
Michigan
$224K +$206K +500 New
JHP
305
James Hambro & Partners
United Kingdom
$214K +$197K +478 New
VPIM
306
Vanguard Personalized Indexing Management
California
$213K +$196K +476 New
AC
307
Athanor Capital
New York
$210K +$193K +469 New
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$210K +$193K +469 New
DT
309
Diversified Trust
Tennessee
$209K +$192K +467 New
SPC
310
Sigma Planning Corp
Michigan
$209K +$192K +467 New
LFF
311
Level Four Financial
Texas
$207K +$190K +462 New
ZIM
312
Zacks Investment Management
Illinois
$202K +$186K +452 New
Robeco Institutional Asset Management
313
Robeco Institutional Asset Management
Netherlands
$166K +$152K +369 New
ASN
314
Advisory Services Network
Georgia
$152K +$96.4K +234 +223%
FCH
315
Freestone Capital Holdings
Washington
$134K
OC
316
Oakworth Capital
Alabama
$132K
HFM
317
Harvest Fund Management
China
$127K -$98.9K -240 -46%
CFGS
318
Concourse Financial Group Securities
Alabama
$125K +$26K +63 +29%
NICM
319
Neo Ivy Capital Management
New York
$124K +$114K +276 New
ADIM
320
Alpha DNA Investment Management
Maryland
$120K +$111K +269 New
ST
321
Smithfield Trust
Pennsylvania
$119K
US Bancorp
322
US Bancorp
Minnesota
$118K +$5.36K +13 +5%
SFS
323
Sowell Financial Services
Arkansas
$107K -$4.53K -11 -4%
SWM
324
Sugarloaf Wealth Management
Georgia
$96K +$8.24K +20 +10%
IAM
325
Infusive Asset Management
New York
$94K +$87K +211 New