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RH
RH

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in RH in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
65
Increased
106
Reduced
157
Closed
62
Calls
$1.22B
Puts
$1.09B
Net Calls
+$124M
Net Calls Change
+$157M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$198M
2
Morgan Stanley
2
Morgan Stanley
New York
$175M
3
SCM
3
Steadfast Capital Management
New York
$72.3M
4
Invesco
4
Invesco
Georgia
$56.6M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$176M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$548M
2
Millennium Management
2
Millennium Management
New York
$1.58M
3
FAM
3
Foxhaven Asset Management
Virginia
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Twin Tree Management
5
Twin Tree Management
Texas
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
301
Centaurus Financial
California
$160K – – –
O
302
Ossiam
France
$145K – – –
SAM
303
Shell Asset Management
Netherlands
$131K -$39.5K -136 -23%
KBC Group
304
KBC Group
Belgium
$105K +$34.3K +118 +49%
TWM
305
Tradition Wealth Management
Minnesota
$102K +$13.1K +45 +15%
CG
306
Cutler Group
California
$93K -$427K -1,478 -82%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$93K -$32.1K -110 -26%
OC
308
Oakworth Capital
Alabama
$86K – – –
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$80K -$18K -62 -18%
NA
310
NewEdge Advisors
Louisiana
$72.5K -$423K -1,453 -85%
FFA
311
Fairfield Financial Advisors
Massachusetts
$64.4K – – –
ST
312
Smithfield Trust
Pennsylvania
$63K – – –
UCB
313
United Community Bank
South Carolina
$62.7K – – –
TWC
314
TD Waterhouse Canada
Ontario, Canada
$59K -$277 -1 -0.5%
SC
315
Solstein Capital
California
$58.3K – – –
CWA
316
Core Wealth Advisors
Florida
$56.3K – – –
C
317
Covestor
United Kingdom
$54K +$1.44K +5 +3%
FWM
318
Focused Wealth Management
New York
$46.3K – – –
ASN
319
Advisory Services Network
Georgia
$45.4K +$45.4K +156 New
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$45.2K +$6.12K +21 +16%
YDMI
321
Y.D. More Investments
Israel
$42K -$58.3K -200 -58%
A
322
AlphaQuest
New York
$37.3K +$37.3K +128 New
GRP
323
Global Retirement Partners
California
$36.4K +$19.9K +77 +120%
Kayne Anderson Rudnick Investment Management
324
Kayne Anderson Rudnick Investment Management
California
$35.3K – – –
BFEC
325
Benjamin F. Edwards & Company
Missouri
$35K +$35K +119 New
11 12
13
14 15