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417 hedge funds and large institutions have $5.88B invested in RH in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 123 increasing their positions, 146 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $5.16B → $5.88B (+$720M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

5.61% more ownership

Funds ownership: 88.37%93.98% (+5.6%)

2% more funds holding

Funds holding: 408417 (+9)

5% more call options, than puts

Call options by funds: $910M | Put options by funds: $865M

16% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 146

Holders
417
Holders Change
+9
Holders Change %
+2.21%
% of All Funds
6.7%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.31%
New
66
Increased
123
Reduced
146
Closed
52
Calls
$910M
Puts
$865M
Net Calls
+$45.6M
Net Calls Change
-$83.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$5K +$4.17K +16 +533%
PA
377
PSI Advisors
Florida
$4.01K
CAL
378
Capital Advisors Ltd
Ohio
$4K +$2.08K +8 +114%
SC
379
Schubert & Co
Texas
$3.74K +$1.82K +7 +100%
AF
380
Allworth Financial
California
$3.47K -$25.3K -97 -88%
AWM
381
Activest Wealth Management
Florida
$3.47K
BBPWM
382
Blue Bell Private Wealth Management
Pennsylvania
$3.21K
Lazard Asset Management
383
Lazard Asset Management
New York
$3K -$74.5K -286 -96%
TFGT
384
TS Financial Group (TSFG)
Illinois
$3K
HFM
385
Hartford Financial Management
Connecticut
$2.94K -$1.3K -5 -31%
GTAM
386
Global Trust Asset Management
Florida
$2.67K
JWA
387
JFS Wealth Advisors
Pennsylvania
$2.4K -$521 -2 -18%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$2.4K
FFA
389
Farther Finance Advisors
California
$2.4K +$2.35K +9 New
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$2.14K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.87K -11 -61%
HFM
392
Harvest Fund Management
China
$2K
UB
393
UMB Bank
Missouri
$2K
GWS
394
Glassman Wealth Services
Virginia
$1.87K
BIA
395
Bell Investment Advisors
California
$1.6K -$521 -2 -25%
AWM
396
Accurate Wealth Management
Florida
$1.55K +$1.3K +5 New
SIC
397
SJS Investment Consulting
Ohio
$1.34K +$261 +1 +25%
OIS
398
Okabena Investment Services
Minnesota
$1.28K -$1.11M -4,262 -100%
HWM
399
HighMark Wealth Management
Minnesota
$1.07K
SWA
400
Sutton Wealth Advisors
Florida
$1.07K