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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
GWS
351
Glassman Wealth Services
Virginia
$4.96K +$775 +3 +21%
TCWA
352
Turtle Creek Wealth Advisors
Texas
$4.66K +$4.13K +16 New
PA
353
PSI Advisors
Florida
$4.37K – – –
AWM
354
Activest Wealth Management
Florida
$3.79K – – –
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$3.51K – – –
FFA
356
Farther Finance Advisors
California
$3.5K -$775 -3 -20%
IHWM
357
Iron Horse Wealth Management
Iowa
$3.5K – – –
HFM
358
Hartford Financial Management
Connecticut
$3.21K – – –
EWA
359
EverSource Wealth Advisors
Alabama
$3.21K +$1.81K +7 +175%
GTAM
360
Global Trust Asset Management
Florida
$2.92K – – –
SS
361
Sunbelt Securities
Texas
$2.92K – – –
PS
362
Principal Securities
Iowa
$2.92K +$2.58K +10 New
GI
363
GAMMA Investing
California
$2.79K +$2.84K +11 New
PWMG
364
Prestige Wealth Management Group
New Jersey
$2.62K -$5.94K -23 -72%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$2.33K -$516 -2 -20%
AF
366
Allworth Financial
California
$2.06K -$2.32K -9 -56%
JWA
367
JFS Wealth Advisors
Pennsylvania
$2.04K -$775 -3 -30%
PA
368
Parallel Advisors
California
$2.04K -$5.94K -23 -77%
TFGT
369
TS Financial Group (TSFG)
Illinois
$2K – – –
FWM
370
FSA Wealth Management
Massachusetts
$2K +$1.55K +6 New
EBA
371
Eagle Bay Advisors
New York
$1.75K – – –
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$1.75K – – –
LFG
373
Larson Financial Group
Missouri
$1.75K – – –
IA
374
IFP Advisors
Florida
$1.75K -$2.84K -11 -65%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$1.46K -$3.1K -12 -71%
13 14
15
16 17

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.