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407 hedge funds and large institutions have $5.39B invested in RH in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 133 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more capital invested

Capital invested by funds: $4.86B → $5.39B (+$527M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more funds holding

Funds holding: 399407 (+8)

4% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 138

8% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.2B

6.59% less ownership

Funds ownership: 91.6%85.01% (-6.6%)

Holders
407
Holders Change
+8
Holders Change %
+2.01%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
61
Increased
133
Reduced
138
Closed
51
Calls
$1.11B
Puts
$1.2B
Net Calls
-$91.3M
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$2.09K
SIC
377
SJS Investment Consulting
Ohio
$2.09K +$545 +2 +50%
CA
378
CoreCap Advisors
Michigan
$2.09K +$1.64K +6 New
TFGT
379
TS Financial Group (TSFG)
Illinois
$2K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$1.74K
KA
381
Kozak & Associates
Colorado
$1.43K
PWMG
382
Prestige Wealth Management Group
New Jersey
$1.39K -$1.36K -5 -56%
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$1.39K +$545 +2 +100%
HWM
384
HighMark Wealth Management
Minnesota
$1.39K
HNB
385
Huntington National Bank
Ohio
$1.39K +$818 +3 +300%
SC
386
SouthState Corp
Florida
$1.39K +$1.09K +4 New
UB
387
UMB Bank
Missouri
$1.39K +$1.09K +4 New
EWA
388
EverSource Wealth Advisors
Alabama
$1.24K -$1.64K -6 -55%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04K
RG
390
Retirement Group
California
$1.04K
RA
391
Rise Advisors
New York
$1.04K
AW
392
Avion Wealth
Texas
$1K +$545 +2 New
FCA
393
FinTrust Capital Advisors
South Carolina
$929
MG
394
Mather Group
Illinois
$874 +$818 +3 New
BIA
395
Bell Investment Advisors
California
$697
LC
396
Lindbrook Capital
California
$697
OLVIG
397
Oliver Lagore Vanvalin Investment Group
Michigan
$697
VCM
398
Versant Capital Management
Arizona
$697
RAM
399
Riggs Asset Management
Pennsylvania
$697 +$545 +2 New
TFM
400
TFC Financial Management
Massachusetts
$349 +$273 +1 New