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417 hedge funds and large institutions have $5.88B invested in RH in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 123 increasing their positions, 146 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $5.16B → $5.88B (+$720M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

5.61% more ownership

Funds ownership: 88.37%93.98% (+5.6%)

2% more funds holding

Funds holding: 408417 (+9)

5% more call options, than puts

Call options by funds: $910M | Put options by funds: $865M

16% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 146

Holders
417
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
6.7%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.31%
New
66
Increased
123
Reduced
146
Closed
52
Calls
$910M
Puts
$865M
Net Calls
+$45.6M
Net Calls Change
-$83.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
301
Verition Fund Management
Connecticut
$202K -$2.27M -8,710 -92%
US Bancorp
302
US Bancorp
Minnesota
$185K -$72.7K -279 -29%
CFGS
303
Concourse Financial Group Securities
Alabama
$166K -$6.78K -26 -4%
LSA
304
Leonteq Securities AG
Switzerland
$165K +$84.4K +324 +110%
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$164K
OLVIG
306
Oliver Lagore Vanvalin Investment Group
Michigan
$161K -$42.5K -163 -21%
SAM
307
Shell Asset Management
Netherlands
$161K -$27.4K -105 -15%
AssetMark Inc
308
AssetMark Inc
California
$148K +$44.6K +171 +45%
CF
309
Centaurus Financial
California
$147K
C
310
Covestor
United Kingdom
$143K -$76.4K -293 -35%
BC
311
Burleson & Co
California
$134K
APP
312
Alpha Paradigm Partners
Illinois
$121K
BAM
313
Belpointe Asset Management
Nevada
$121K +$118K +452 New
QCG
314
Quadrant Capital Group
Ohio
$107K +$43.3K +166 +70%
BDWCC
315
B&D White Capital Company
Texas
$107K +$104K +400 New
TWC
316
TD Waterhouse Canada
Ontario, Canada
$101K +$24.8K +95 +32%
S
317
SignatureFD
Georgia
$100K +$4.95K +19 +5%
HIIFS
318
Harel Insurance Investments & Financial Services
Israel
$98K -$521 -2 -0.5%
MA
319
Montag & Associates
Georgia
$92.4K +$90.2K +346 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$85K -$14.9K -57 -15%
OC
321
Oakworth Capital
Alabama
$78.8K
SMFG
322
Sumitomo Mitsui Financial Group
Japan
$76.5K -$678K -2,600 -90%
IGWM
323
ICA Group Wealth Management
Colorado
$70.8K +$69.1K +265 New
KTC
324
Kistler-Tiffany Companies
Pennsylvania
$70.3K -$7.04K -27 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
325
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69.7K +$68K +261 New