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378 hedge funds and large institutions have $6.17B invested in RH in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 148 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

33% more capital invested

Capital invested by funds: $4.63B → $6.17B (+$1.54B)

4% less call options, than puts

Call options by funds: $927M | Put options by funds: $968M

1.05% less ownership

Funds ownership: 86.23%85.18% (-1.1%)

6% less funds holding

Funds holding: 403378 (-25)

26% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 148

29% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 77

Holders
378
Holders Change
-25
Holders Change %
-6.2%
% of All Funds
5.93%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
55
Increased
110
Reduced
148
Closed
77
Calls
$927M
Puts
$968M
Net Calls
-$41.3M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
351
Hartford Financial Management
Connecticut
$3.63K
AAP
352
Arax Advisory Partners
Colorado
$3.63K +$1.83K +7 +175%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$3.3K
SS
354
Sunbelt Securities
Texas
$3.3K -$5.75K -22 -69%
GTAM
355
Global Trust Asset Management
Florida
$3.3K
JWA
356
JFS Wealth Advisors
Pennsylvania
$3.3K +$1.04K +4 +67%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.64K
UB
358
UMB Bank
Missouri
$2.64K
EBA
359
Eagle Bay Advisors
New York
$1.98K +$523 +2 +50%
BWL
360
Bogart Wealth LLC
Virginia
$1.98K +$1.57K +6 New
KA
361
Kozak & Associates
Colorado
$1.66K -$3.4K -13 -72%
LC
362
Lindbrook Capital
California
$1.65K -$261 -1 -17%
SIC
363
SJS Investment Consulting
Ohio
$1.32K +$261 +1 +33%
EWA
364
EverSource Wealth Advisors
Alabama
$1.32K -$784 -3 -43%
AF
365
Advisornet Financial
Minnesota
$1.32K
HWM
366
HighMark Wealth Management
Minnesota
$1.32K
RG
367
Retirement Group
California
$989 -$523 -2 -40%
DI
368
Disciplined Investments
Oklahoma
$989 -$261 -1 -25%
RA
369
Rise Advisors
New York
$989
BIA
370
Bell Investment Advisors
California
$660
BAAM
371
Baker Avenue Asset Management
California
$659 -$523 -2 -50%
NC
372
NewSquare Capital
Pennsylvania
$659
GI
373
Gradient Investments
Minnesota
$659 +$261 +1 +100%
DWA
374
Delos Wealth Advisors
Texas
$330
VCM
375
Versant Capital Management
Arizona
$330