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378 hedge funds and large institutions have $9.26B invested in RH in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 114 increasing their positions, 128 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

16% more capital invested

Capital invested by funds: $7.97B → $9.26B (+$1.29B)

10% more funds holding

Funds holding: 345378 (+33)

5.31% less ownership

Funds ownership: 106.98%101.67% (-5.3%)

11% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 128

26% less call options, than puts

Call options by funds: $828M | Put options by funds: $1.12B

Holders
378
Holders Change
+33
Holders Change %
+9.57%
% of All Funds
6.69%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
91
Increased
114
Reduced
128
Closed
56
Calls
$828M
Puts
$1.12B
Net Calls
-$292M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
RPG Investment Advisory
California
$13K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$13K +$10.3K +25 +500%
LGA
353
Lebenthal Global Advisors
New York
$13K +$12.4K +30 New
APWA
354
Atlas Private Wealth Advisors
New Jersey
$12K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$12K
TWA
356
TCI Wealth Advisors
Arizona
$12K
NSIM
357
North Star Investment Management
Illinois
$11K
WWM
358
Wolff Wiese Magana
California
$11K +$10.3K +25 New
MAM
359
Meeder Asset Management
Ohio
$10K +$412 +1 +5%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$7.83K +19 New
FTDI
361
First Trust Direct Indexing
Massachusetts
$8K +$7.42K +18 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.18K +15 New
VCG
363
Vantage Consulting Group
Virginia
$6K +$5.36K +13 New
EFSCE
364
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
AssetMark Inc
365
AssetMark Inc
California
$4K -$1.24K -3 -23%
BCH
366
Berkshire Capital Holdings
California
$4K
GTAM
367
Global Trust Asset Management
Florida
$4K
S
368
SignatureFD
Georgia
$4K
JCM
369
Jacobi Capital Management
Pennsylvania
$3K -$412 -1 -14%
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$3K
VCM
371
Versant Capital Management
Arizona
$3K
BAM
372
Bellevue Asset Management
Washington
$3K +$412 +1 +17%
NFSG
373
Newbridge Financial Services Group
Florida
$1K -$77.1K -187 -98%
PA
374
Parallel Advisors
California
$1K +$1.24K +3 New
PWMG
375
Prestige Wealth Management Group
New Jersey
$1K +$1.24K +3 New