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

Top Sellers

1
DCP
1
Darsana Capital Partners
New York
$0
2
DCP
2
D1 Capital Partners
New York
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
SIC
5
Schwartz Investment Counsel
Michigan
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
351
Sunbelt Securities
Texas
$3.3K -$7.25K -22 -69%
GTAM
352
Global Trust Asset Management
Florida
$3.3K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$3.3K +$1.32K +4 +67%
UB
354
UMB Bank
Missouri
$2.64K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.64K – – –
EBA
356
Eagle Bay Advisors
New York
$1.98K +$659 +2 +50%
BWL
357
Bogart Wealth LLC
Virginia
$1.98K +$1.98K +6 New
KA
358
Kozak & Associates
Colorado
$1.66K -$4.31K -13 -72%
LC
359
Lindbrook Capital
California
$1.65K -$330 -1 -17%
SIC
360
SJS Investment Consulting
Ohio
$1.32K +$330 +1 +33%
EWA
361
EverSource Wealth Advisors
Alabama
$1.32K -$989 -3 -43%
AF
362
Advisornet Financial
Minnesota
$1.32K – – –
HWM
363
HighMark Wealth Management
Minnesota
$1.32K – – –
RG
364
Retirement Group
California
$989 -$659 -2 -40%
DI
365
Disciplined Investments
Oklahoma
$989 -$330 -1 -25%
RA
366
Rise Advisors
New York
$989 – – –
BIA
367
Bell Investment Advisors
California
$660 – – –
BAAM
368
Baker Avenue Asset Management
California
$659 -$659 -2 -50%
NC
369
NewSquare Capital
Pennsylvania
$659 – – –
GI
370
Gradient Investments
Minnesota
$659 +$330 +1 +100%
VCM
371
Versant Capital Management
Arizona
$330 – – –
DWA
372
Delos Wealth Advisors
Texas
$330 – – –
M
373
MOTCO
Texas
$330 +$330 +1 New
DCP
374
Darsana Capital Partners
New York
– -$122M -500,000 Closed
HSBC Holdings
375
HSBC Holdings
United Kingdom
– -$63.7M -264,042 Closed
13 14
15
16 17