RH
379 hedge funds and large institutions have $6.17B invested in RH in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 148 reducing their positions, and 77 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
33% more capital invested
Capital invested by funds: $4.63B → $6.17B (+$1.54B)
4% less call options, than puts
Call options by funds: $927M | Put options by funds: $968M
1.05% less ownership
Funds ownership: 86.23% → 85.18% (-1.1%)
6% less funds holding
Funds holding: 404 → 379 (-25)
26% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 148
29% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$99.8M |
| 2 |
AM
Atreides Management
Boston,
Massachusetts
|
+$93.6M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$83.8M |
| 4 |
D.E. Shaw & Co
New York
|
+$80.6M |
| 5 |
JP Morgan Chase
New York
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
-$122M |
| 2 |
DCP
D1 Capital Partners
New York
|
-$76.8M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$63.7M |
| 4 |
Morgan Stanley
New York
|
-$54.2M |
| 5 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$49.9M |
RH Hedge Fund Activity: Q2 2023 in Review
379 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q2 2023, worth a combined $6.17B — up 33% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of RH and 55 opened new positions — a net loss of 22 holders — while 148 trimmed existing stakes and 110 added.
The largest buyer was Allspring Global Investments, opening a new position worth an estimated $99.8M. The largest seller was Darsana Capital Partners, exiting entirely with an estimated $122M sold.
- 379 institutional investors held RH (RH) as of Q2 2023, down from 404 in Q1 2023.
- Funds reported $6.17B of RH stock for Q2 2023, up 33% quarter-over-quarter.
- 55 funds opened new RH positions in Q2 2023 and 77 closed out, a net change of -22 holders.
- The largest RH buyer in Q2 2023 was Allspring Global Investments, an estimated $99.8M added.
- The largest RH seller in Q2 2023 was Darsana Capital Partners, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2023.