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361 hedge funds and large institutions have $3.95B invested in RH in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 121 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 85.01%87.61% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 121

3% less call options, than puts

Call options by funds: $787M | Put options by funds: $812M

11% less funds holding

Funds holding: 407361 (-46)

27% less capital invested

Capital invested by funds: $5.39B → $3.95B (-$1.44B)

44% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 91

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
361
Holders Change
-46
Holders Change %
-11.3%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.09%
New
51
Increased
121
Reduced
121
Closed
91
Calls
$787M
Puts
$812M
Net Calls
-$24.5M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
326
Iron Horse Wealth Management
Iowa
$2.93K
HFM
327
Hartford Financial Management
Connecticut
$2.69K
GTAM
328
Global Trust Asset Management
Florida
$2.44K
SS
329
Sunbelt Securities
Texas
$2.44K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$2.44K +$1.31K +5 +100%
JWA
331
JFS Wealth Advisors
Pennsylvania
$2.2K
FNWA
332
Financial Network Wealth Advisors
Utah
$2.2K +$2.37K +9 New
PS
333
Principal Securities
Iowa
$1.71K -$789 -3 -30%
CA
334
CoreCap Advisors
Michigan
$1.47K
EBA
335
Eagle Bay Advisors
New York
$1.47K
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.47K
LFG
337
Larson Financial Group
Missouri
$1.47K
LSA
338
Leonteq Securities AG
Switzerland
$1.47K
AF
339
Advisornet Financial
Minnesota
$1.47K +$1.58K +6 New
BGAI
340
Bruce G. Allen Investments
Colorado
$1.47K +$1.58K +6 New
IC
341
Innealta Capital
Texas
$1.47K +$1.58K +6 New
PWMG
342
Prestige Wealth Management Group
New Jersey
$1.22K +$263 +1 +25%
KA
343
Kozak & Associates
Colorado
$1.2K
EWA
344
EverSource Wealth Advisors
Alabama
$1.16K -$263 -1 -20%
Bessemer Group
345
Bessemer Group
New Jersey
$1K -$4.21K -16 -76%
TFGT
346
TS Financial Group (TSFG)
Illinois
$1K
CAL
347
Capital Advisors Ltd
Ohio
$1K +$526 +2 +200%
BEI
348
Benjamin Edwards Inc
Missouri
$1K +$789 +3 New
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$978
HWM
350
HighMark Wealth Management
Minnesota
$978

RH Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q2 2024, worth a combined $3.95B — down 27% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of RH and 51 opened new positions — a net loss of 40 holders — while 121 trimmed existing stakes and 121 added.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $63M sold.

  • 361 institutional investors held RH (RH) as of Q2 2024, down from 407 in Q1 2024.
  • Funds reported $3.95B of RH stock for Q2 2024, down 27% quarter-over-quarter.
  • 51 funds opened new RH positions in Q2 2024 and 91 closed out, a net change of -40 holders.
  • The largest RH buyer in Q2 2024 was Fidelity Investments, an estimated $148M added.
  • The largest RH seller in Q2 2024 was Davidson Kempner Capital Management, an estimated $63M sold.

Based on aggregated 13F filings for Q2 2024.