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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
TRCT
201
Tower Research Capital (TRC)
New York
$949K -$257K -995 -23%
PSC
202
Portman Square Capital
United Kingdom
$922K -$2.08M -8,068 -72%
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$913K – – –
CIA
204
Capital Impact Advisors
Massachusetts
$907K +$804K +3,113 New
USPCM
205
Union Square Park Capital Management
New York
$874K +$775K +3,000 New
MCC
206
Malaga Cove Capital
California
$815K -$180K -697 -20%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$800K -$92.2K -357 -12%
OC
208
Oppenheimer & Co
New York
$797K +$359K +1,390 +103%
AC
209
Armistice Capital
New York
$777K -$4.36M -16,871 -86%
FHB
210
First Hawaiian Bank
Hawaii
$771K – – –
URS
211
Utah Retirement Systems
Utah
$770K -$77.5K -300 -10%
DC
212
Dantai Capital
Hong Kong
$770K +$682K +2,640 New
CANY
213
Caxton Associates (New York)
New York
$756K – – –
OGC
214
Oak Grove Capital
New Hampshire
$740K -$214K -830 -25%
AG
215
Algert Global
California
$732K +$648K +2,510 New
GIP
216
Greatmark Investment Partners
Georgia
$729K +$342K +1,325 +113%
SEC
217
Seven Eight Capital
New York
$700K +$620K +2,400 New
AI
218
Aperture Investors
New York
$685K +$68.2K +264 +13%
Creative Planning
219
Creative Planning
Kansas
$680K -$162K -629 -21%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$676K +$276K +1,068 +85%
DSA
221
Davis Selected Advisers
Arizona
$653K – – –
HCM
222
Hilton Capital Management
New York
$648K +$574K +2,222 New
SWM
223
Salvus Wealth Management
New Jersey
$641K -$3.36K -13 -0.6%
BPA
224
Beacon Pointe Advisors
California
$638K -$4.39K -17 -0.8%
LAM
225
LECAP Asset Management
United Kingdom
$635K +$562K +2,178 New
7 8
9
10 11

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.