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408 hedge funds and large institutions have $5.16B invested in RH in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 118

17% more capital invested

Capital invested by funds: $4.4B → $5.16B (+$758M)

17% more call options, than puts

Call options by funds: $898M | Put options by funds: $769M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

4.37% more ownership

Funds ownership: 84%88.37% (+4.4%)

5% less funds holding

Funds holding: 429408 (-21)

26% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 73

Holders
408
Holders Change
-21
Holders Change %
-4.9%
% of All Funds
7.03%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
54
Increased
168
Reduced
118
Closed
73
Calls
$898M
Puts
$769M
Net Calls
+$129M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
376
Blue Bell Private Wealth Management
Pennsylvania
$3K
M1FG
377
Mach-1 Financial Group
Arkansas
$3K
TFGT
378
TS Financial Group (TSFG)
Illinois
$3K
Franklin Resources
379
Franklin Resources
California
$3K +$540 +2 +18%
JWA
380
JFS Wealth Advisors
Pennsylvania
$3K +$1.89K +7 +175%
Amundi
381
Amundi
France
$3K +$3.24K +12 New
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$2.6K +$1.02M +3,789 +60%
HFM
383
Harvest Fund Management
China
$2K -$40.8K -151 -96%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$2K -$4.59K -17 -65%
SC
385
Schubert & Co
Texas
$2K -$1.08K -4 -36%
GTAM
386
Global Trust Asset Management
Florida
$2K
PWMG
387
Prestige Wealth Management Group
New Jersey
$2K
UB
388
UMB Bank
Missouri
$2K
GWS
389
Glassman Wealth Services
Virginia
$2K +$270 +1 +17%
BIA
390
Bell Investment Advisors
California
$2K +$1.35K +5 +167%
CAL
391
Capital Advisors Ltd
Ohio
$2K +$1.62K +6 +600%
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.16K +8 New
BA
393
Bellwether Advisors
Nebraska
$1K
DI
394
Disciplined Investments
Oklahoma
$1K
RA
395
Rise Advisors
New York
$1K
SFO
396
Standard Family Office
South Dakota
$1K
HWM
397
HighMark Wealth Management
Minnesota
$1K +$270 +1 +33%
BTI
398
Blue Trust Inc
Georgia
$1K +$810 +3 New
CB
399
Community Bank
New York
$1K +$810 +3 New
PTC
400
Private Trust Company
Ohio
$1K +$810 +3 New