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RH
RH

Overview Fund Activity

375 hedge funds and large institutions have $6.17B invested in RH in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-27
Holders Change %
-6.72%
% of All Funds
5.91%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
53
Increased
109
Reduced
148
Closed
77
Calls
$927M
Puts
$968M
Net Calls
-$41.3M
Net Calls Change
+$14.7M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$126M
2
AM
Atreides Management
Massachusetts
$348M
3
DCP
Durable Capital Partners
Maryland
$162M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$103M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M

Top Sellers

1
DCP
Darsana Capital Partners
New York
$0
2
DCP
D1 Capital Partners
New York
$117M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
SIC
Schwartz Investment Counsel
Michigan
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
301
Oakworth Capital
Alabama
$97.2K – – –
SMFG
302
Sumitomo Mitsui Financial Group
Japan
$91.8K – – –
FFA
303
Fairfield Financial Advisors
Massachusetts
$79.4K – – –
UCB
304
United Community Bank
South Carolina
$70.9K – – –
ST
305
Smithfield Trust
Pennsylvania
$70K – – –
TWM
306
Tradition Wealth Management
Minnesota
$69K +$42.7K +130 +163%
IGWM
307
ICA Group Wealth Management
Colorado
$62.3K -$25K -76 -29%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$61.5K -$69.1K -200 -53%
RTC
309
Riverview Trust Company
Washington
$52.7K – – –
FWM
310
Focused Wealth Management
New York
$52.4K – – –
C
311
Covestor
United Kingdom
$52K -$7.33K -22 -12%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$46.5K +$4.94K +15 +12%
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$39.9K – – –
GRP
314
Global Retirement Partners
California
$37.6K – – –
OAJ
315
Ogorek Anthony Joseph
New York
$35K – – –
AA
316
Ancora Advisors
Ohio
$33K – – –
Nomura Asset Management
317
Nomura Asset Management
Japan
$32.6K +$17.8K +54 +120%
IA
318
IFP Advisors
Florida
$25.7K -$104K -317 -80%
QCG
319
Quadrant Capital Group
Ohio
$25K -$99.9K -303 -80%
KFP
320
KB Financial Partners
New Jersey
$24K – – –
Franklin Resources
321
Franklin Resources
California
$20.4K -$989 -3 -5%
PTC
322
Private Trust Company
Ohio
$19.8K – – –
SSB
323
Sandy Spring Bank
Maryland
$19.1K – – –
FDCC
324
Foster Dykema Cabot & Co
Massachusetts
$18K +$18K +56 New
RI
325
Ridgewood Investments
New Jersey
$16.5K +$16.5K +50 New
11 12
13
14 15