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RH
RH

399 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, 107 increasing their positions, 158 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

16% more capital invested

Capital invested by funds: $4.2B → $4.86B (+$665M)

11% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.09B

5.35% more ownership

Funds ownership: 86.25% → 91.6% (+5.3%)

5% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 62

1% less funds holding

Funds holding: 403 → 399 (-4)

32% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 158

Holders
399
Holders Change
-4
Holders Change %
-0.99%
% 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
0.17%
New
65
Increased
107
Reduced
158
Closed
62
Calls
$1.22B
Puts
$1.09B
Net Calls
+$124M
Net Calls Change
+$157M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$154M
2
Morgan Stanley
Morgan Stanley
New York
+$85.8M
3
SCM
Steadfast Capital Management
New York
+$64M
4
Invesco
Invesco
Georgia
+$38M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.3M
2
FAM
Foxhaven Asset Management
Virginia
-$53.5M
3
Millennium Management
Millennium Management
New York
-$49M
4
QC
Quadrature Capital
United Kingdom
-$31.8M
5
PIM
Platinum Investment Management
Australia
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$163K – – –
CF
302
Centaurus Financial
California
$160K – – –
O
303
Ossiam
France
$145K – – –
SAM
304
Shell Asset Management
Netherlands
$131K -$35.1K -136 -23%
KBC Group
305
KBC Group
Belgium
$105K +$30.5K +118 +49%
TWM
306
Tradition Wealth Management
Minnesota
$102K +$11.6K +45 +15%
CG
307
Cutler Group
California
$93K -$382K -1,478 -82%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$93K -$28.4K -110 -26%
OC
309
Oakworth Capital
Alabama
$86K – – –
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$80K -$16K -62 -18%
NA
311
NewEdge Advisors
Louisiana
$72.5K -$375K -1,453 -85%
FFA
312
Fairfield Financial Advisors
Massachusetts
$64.4K – – –
ST
313
Smithfield Trust
Pennsylvania
$63K – – –
UCB
314
United Community Bank
South Carolina
$62.7K – – –
TWC
315
TD Waterhouse Canada
Ontario, Canada
$59K -$258 -1 -0.5%
SC
316
Solstein Capital
California
$58.3K – – –
CWAF
317
Core Wealth Advisors (Florida)
Florida
$56.3K – – –
C
318
Covestor
United Kingdom
$54K +$1.29K +5 +3%
LSA
319
Leonteq Securities AG
Switzerland
$48.4K +$1.55K +6 +4%
FWM
320
Focused Wealth Management
New York
$46.3K – – –
ASN
321
Advisory Services Network
Georgia
$45.4K +$40.3K +156 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$45.2K +$5.42K +21 +16%
YDMI
323
Y.D. More Investments
Israel
$42K -$51.6K -200 -58%
A
324
AlphaQuest
New York
$37.3K +$33.1K +128 New
GRP
325
Global Retirement Partners
California
$36.4K +$19.9K +77 +120%
11 12
13
14 15

RH Hedge Fund Activity: Q4 2023 in Review

399 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q4 2023, worth a combined $4.86B — up 16% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new RH positions and 62 closed out — a net gain of 3 holders — while 107 added to existing stakes and 158 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $154M. The largest seller was Fidelity Investments, cutting an estimated $68.3M.

  • 399 institutional investors held RH (RH) as of Q4 2023, down from 403 in Q3 2023.
  • Funds reported $4.86B of RH stock for Q4 2023, up 16% quarter-over-quarter.
  • 65 funds opened new RH positions in Q4 2023 and 62 closed out, a net change of +3 holders.
  • The largest RH buyer in Q4 2023 was Point72 Asset Management, an estimated $154M added.
  • The largest RH seller in Q4 2023 was Fidelity Investments, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2023.