We are live on ! Find out more

186 hedge funds and large institutions have $2.04B invested in RH in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 40 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

4% less capital invested

Capital invested by funds: $2.12B → $2.04B (-$80.6M)

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

33.15% less ownership

Funds ownership: 128.63%95.48% (-33%)

45% less call options, than puts

Call options by funds: $261M | Put options by funds: $473M

56% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 90

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.12%
New
34
Increased
40
Reduced
90
Closed
39
Calls
$261M
Puts
$473M
Net Calls
-$213M
Net Calls Change
-$229M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$321M -$60.7M -1,148,300 -19%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$319M -$50.1M -946,845 -16%
BlackRock
3
BlackRock
New York
$246M -$45.6M -862,270 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$180M -$29.7M -561,111 -17%
MVP
5
Miller Value Partners
Florida
$152M -$14.9M -281,525 -11%
HAM
6
HHR Asset Management
New Jersey
$81.1M -$5.95M -112,570 -8%
O
7
OppenheimerFunds
New York
$66.5M -$796K -15,047 -1%
State Street
8
State Street
Massachusetts
$52.8M -$2.57M -48,656 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$46.7M -$27.6M -521,404 -42%
Goldman Sachs
10
Goldman Sachs
New York
$36.2M -$38.5M -728,020 -56%
Ameriprise
11
Ameriprise
Minnesota
$34.1M -$2.71M -51,191 -9%
Deutsche Bank
12
Deutsche Bank
Germany
$31.9M +$23.2M +438,908 +791%
GTP
13
Global Thematic Partners
New York
$22.5M -$9.64M -182,269 -34%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$20.4M -$56.1M -1,060,498 -77%
WCM
15
Wallace Capital Management
Texas
$18.3M -$57.7K -1,090 -0.4%
Bank of America
16
Bank of America
North Carolina
$17.6M -$3.55M -67,148 -20%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$17.3M -$2.16M -40,890 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$17.2M -$2.24M -42,258 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.3M +$12.8M +241,807 +2,366%
JG
20
Jefferies Group
New York
$16.1M +$13.1M +248,572 +17,407%
Principal Financial Group
21
Principal Financial Group
Iowa
$15.6M -$2.87M -54,279 -18%
Northern Trust
22
Northern Trust
Illinois
$14.7M -$12.5M -236,797 -51%
SM
23
Senvest Management
New York
$14.3M -$41.2M -779,183 -78%
Morgan Stanley
24
Morgan Stanley
New York
$14M +$2.11M +39,961 +23%
Charles Schwab
25
Charles Schwab
California
$13.3M -$541K -10,234 -5%

RH Hedge Fund Activity: Q2 2017 in Review

186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q2 2017, worth a combined $2.04B — down 3.8% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of RH and 34 opened new positions — a net loss of 5 holders — while 90 trimmed existing stakes and 40 added.

The largest buyer was Deutsche Bank, adding an estimated $23.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $89.8M sold.

  • 186 institutional investors held RH (RH) as of Q2 2017, down from 191 in Q1 2017.
  • Funds reported $2.04B of RH stock for Q2 2017, down 3.8% quarter-over-quarter.
  • 34 funds opened new RH positions in Q2 2017 and 39 closed out, a net change of -5 holders.
  • The largest RH buyer in Q2 2017 was Deutsche Bank, an estimated $23.2M added.
  • The largest RH seller in Q2 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2017.