Haverty Furniture Cos Inc (HVT) Hedge Fund Ownership (Q2 2026)

Haverty Furniture Cos Inc (HVT)

135 + Investors. Track Smart Money conviction in HVT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HVT

Based on 136 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their HVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

136 funds currently hold this stock — 89% of the 3.0-year high of 152 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

68 buying65 selling

Last quarter: 68 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 28 → 26 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new

86 out of 136 hedge funds have held HVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +23% but shares only +4% — price-driven

Value

+23%

+3%

Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~18 new funds/quarter

15 → 16 → 28 → 26 → 18 new funds/Q

New funds entering each quarter: 16 → 28 → 26 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new

Entry-cohort mix of 138 holders: 92 (67%) are 2+ year veterans, 17 entered 1–2 years ago, and 29 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

39 of 135 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	135	141	-4.26%
13F Shares	13M	12M	3.63%
Total Value	$306M	$248M	23.42%
New Positions	18	26	-8
Increased Positions	50	45	+5
Closed Positions	23	18	+5
Reduced Positions	40	46	-6
Total Calls	2	2	-
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

135

141

-4.26%

13F Shares

13M

12M

3.63%

Total Value

$306M

$248M

23.42%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q2)

135 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HVT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HVT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kanen Wealth Management LLC	1.80%	291,400	$7.4M
2	Wulff, Hansen & CO.	0.60%	30,522	$779K
3	Cambria Investment Management, L.P.	0.47%	373,803	$9.5M
4	Watershed Asset Management, L.L.C.	0.41%	17,777	$454K
5	Hodges Capital Management Inc.	0.31%	183,000	$4.7M
6	EntryPoint Capital, LLC	0.17%	10,078	$255K
7	SG Capital Management LLC	0.12%	55,866	$1.4M
8	Pzena Investment Management LLC	0.12%	1,563,451	$39.9M
9	CWA Asset Management Group, LLC	0.11%	144,000	$3.7M
10	Deprince Race & Zollo Inc	0.10%	232,560	$5.9M
11	Tectonic Advisors LLC	0.08%	62,738	$1.6M
12	Bridgeway Capital Management, LLC	0.07%	166,331	$4.2M
13	Odyssean, LLC	0.07%	16,546	$422K
14	Waters Parkerson & CO., LLC	0.05%	41,600	$1.1M
15	Icon Advisers Inc/Co	0.05%	10,700	$273K
16	James Investment Research, INC.	0.04%	13,983	$357K
17	Renaissance Technologies LLC	0.02%	679,713	$17.4M
18	Hotchkis & Wiley Capital Management LLC	0.02%	318,051	$8.1M
19	Highline Wealth Partners LLC	0.02%	3,700	$94K
20	Empowered Funds, LLC	0.02%	119,516	$3.1M
21	Jacobs Levy Equity Management, Inc	0.01%	162,868	$4.2M
22	Parallel Advisors, LLC	0.01%	29,272	$747K
23	O'shaughnessy Asset Management, LLC	0.01%	81,683	$2.1M
24	Martingale Asset Management L P	0.01%	15,241	$389K
25	XTX Topco Ltd	0.01%	24,977	$638K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Haverty Furniture Cos Inc (HVT)

What does the Smart Money Trend signal show for HVT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HVT?

Slight buying edge — 51% buying: Last quarter: 68 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HVT holders?

Elite ownership — 48% AUM from top-100 funds: 39 of 135 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HVT?

63% of holders stayed for 2+ years: 86 out of 136 hedge funds have held HVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Haverty Furniture Cos Inc (HVT)

Smart Money Signals — HVT

Selling streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Steady growth — +16% more funds vs a year ago

Slight buying edge — 51% buying

Fewer new buyers each quarter (-8 vs last Q)

63% of holders stayed for 2+ years

Value +23% but shares only +4% — price-driven

Steady discovery — ~18 new funds/quarter

Veteran-anchored — 67% veterans vs 21% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — HVT

Hedge Fund Ownership: HVT

Market Analysis: HVT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HVT

Hedge Fund Positioning: HVT

Statistics: HVT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Haverty Furniture Cos Inc (HVT)

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