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Robert Half

533 hedge funds and large institutions have $8.79B invested in Robert Half in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 172 increasing their positions, 208 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.34M

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $7.28B → $8.79B (+$1.51B)

5% more funds holding

Funds holding: 507533 (+26)

1.84% more ownership

Funds ownership: 92.62%94.45% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 208

Holders
533
Holders Change
+26
Holders Change %
+5.13%
% of All Funds
7.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
172
Reduced
208
Closed
42
Calls
$11.4M
Puts
$4.34M
Net Calls
+$7.09M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
476
Bell Investment Advisors
California
$7.12K +$636 +8 +11%
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$7K
PB
478
Pinnacle Bancorp
Nebraska
$6.77K
MA
479
MCF Advisors
Kentucky
$6.59K
HWM
480
HighMark Wealth Management
Minnesota
$6.07K +$556 +7 +11%
GWS
481
Glassman Wealth Services
Virginia
$5.8K +$79 +1 +2%
ADL
482
Asset Dedication LLC
California
$5K
CMP
483
Coston McIsaac & Partners
Maine
$5K
ETC
484
Exchange Traded Concepts
Oklahoma
$4.48K +$4.05K +51 New
BWM
485
BKM Wealth Management
Wisconsin
$4.31K +$3.89K +49 New
PO
486
Private Ocean
California
$4.04K
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$3.87K +$238 +3 +7%
S
488
Sachetta
Massachusetts
$3.25K +$2.94K +37 New
RFG
489
RFP Financial Group
Georgia
$3.25K +$2.7K +34 +1,133%
SWM
490
Sugarloaf Wealth Management
Georgia
$3.17K
RIL
491
Rothschild Investment LLC
Illinois
$3.08K +$2.78K +35 New
VWWMG
492
Vermillion & White Wealth Management Group
Pennsylvania
$2.99K +$2.7K +34 New
DIP
493
DT Investment Partners
Pennsylvania
$2.69K
PWMG
494
Prestige Wealth Management Group
New Jersey
$2.64K
LF
495
Lee Financial
Texas
$2.64K +$2.38K +30 New
HFM
496
Hartford Financial Management
Connecticut
$2.55K
SIC
497
SJS Investment Consulting
Ohio
$2.46K +$318 +4 +17%
MCM
498
Manchester Capital Management
Vermont
$2.37K -$2.54K -32 -54%
FCA
499
FinTrust Capital Advisors
South Carolina
$2.02K
UB
500
UMB Bank
Missouri
$2.02K

RHI Hedge Fund Activity: Q4 2023 in Review

533 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Robert Half (RHI) for Q4 2023, worth a combined $8.79B — up 21% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new RHI positions and 42 closed out — a net gain of 33 holders — while 172 added to existing stakes and 208 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $191M. The largest seller was AllianceBernstein, cutting an estimated $47.7M.

  • 533 institutional investors held Robert Half (RHI) as of Q4 2023, up from 507 in Q3 2023.
  • Funds reported $8.79B of Robert Half stock for Q4 2023, up 21% quarter-over-quarter.
  • 75 funds opened new Robert Half positions in Q4 2023 and 42 closed out, a net change of +33 holders.
  • The largest Robert Half buyer in Q4 2023 was Morgan Stanley, an estimated $191M added.
  • The largest Robert Half seller in Q4 2023 was AllianceBernstein, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2023.