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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
SWM
501
Spire Wealth Management
Virginia
$2.02K +$636 +8 +47%
WPA
502
West Paces Advisors
Georgia
$1.85K +$636 +8 +62%
PIM
503
Plato Investment Management
Australia
$1.85K +$1.67K +21 New
IHWM
504
Iron Horse Wealth Management
Iowa
$1.5K
HCP
505
Hexagon Capital Partners
Arkansas
$1.5K +$1.35K +17 New
PWMG
506
Private Wealth Management Group
New Jersey
$1.5K +$1.35K +17 New
CFGS
507
Concourse Financial Group Securities
Alabama
$1.49K
MCM
508
MV Capital Management
Maryland
$1.41K -$79 -1 -6%
CTA
509
Colonial Trust Advisors
South Carolina
$1.41K
FPF
510
First Pacific Financial
Washington
$1.41K +$1.27K +16 New
DPW
511
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$1.19K +15 New
W
512
WealthCollab
Washington
$1.14K +$1.03K +13 New
CA
513
Clearstead Advisors
Ohio
$1.06K -$2.86K -36 -75%
IPW
514
Impact Partnership Wealth
Georgia
$1.05K -$130K -1,633 -99%
RG
515
Retirement Group
California
$1.05K
AW
516
Avion Wealth
Texas
$1K -$79 -1 -7%
TFA
517
Transamerica Financial Advisors
Florida
$1K
CJ
518
Caitlin John
Michigan
$971 +$874 +11 New
ECM
519
English Capital Management
Michigan
$879 +$795 +10 New
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$879 +$795 +10 New
TCA
521
Trifecta Capital Advisors
Illinois
$792
BWL
522
Bogart Wealth LLC
Virginia
$791
DF
523
Dunhill Financial
United Kingdom
$780 +$715 +9 New
AWM
524
Abound Wealth Management
Tennessee
$708
VWA
525
Valued Wealth Advisors
Utah
$596 +$636 +8 New

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.