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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
EAM
201
EFG Asset Management
Oregon
$934K -$30.8K -118 -3%
LC
202
Lincoln Capital
Nebraska
$933K -$10.9K -42 -1%
URS
203
Utah Retirement Systems
Utah
$922K -$26.1K -100 -3%
Federated Hermes
204
Federated Hermes
Pennsylvania
$915K +$84.2K +323 +10%
BA
205
Bristlecone Advisors
Washington
$887K
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$866K +$430K +1,650 +104%
X
207
Xponance
Pennsylvania
$863K +$46.4K +178 +6%
GVAG
208
Great Valley Advisor Group
Delaware
$856K +$834K +3,202 New
TRSOTSOK
209
Teachers Retirement System of the State of Kentucky
Kentucky
$849K +$182K +700 +28%
Creative Planning
210
Creative Planning
Kansas
$838K -$65.7K -252 -7%
NMERB
211
New Mexico Educational Retirement Board
New Mexico
$837K
IFG
212
Independent Financial Group
California
$826K -$14.9K -57 -2%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$788K -$11.4M -43,597 -94%
CP
214
CenterBook Partners
Connecticut
$765K -$730K -2,802 -49%
MCC
215
Malaga Cove Capital
California
$757K
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$745K -$612K -2,349 -46%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$719K -$22.2K -85 -3%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$708K
FHB
219
First Hawaiian Bank
Hawaii
$707K
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$699K +$64.1K +246 +10%
BPA
221
Beacon Pointe Advisors
California
$691K +$674K +2,587 New
BBVA
222
Banco Bilbao Vizcaya Argentaria
Spain
$629K +$269K +1,031 +77%
KPWS
223
Kestra Private Wealth Services
Texas
$617K +$180K +690 +43%
PAMS
224
Pictet Asset Management (Switzerland)
Switzerland
$612K +$267K +1,023 +81%
AWM
225
AE Wealth Management
Kansas
$612K -$283K -1,086 -32%