Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HAVERTY FURNITURE COS INC (HVT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — HVT

Based on 131 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
131 funds currently hold this stock — 89% of the 3.0-year high of 148 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HVT is almost the same as a year ago (+4 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

63 buying62 selling
Last quarter: 63 funds bought or added vs 62 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new HVT position: 14 → 14 → 16 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 23% medium ■ 11% new
86 out of 131 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.
🚀

Acceleration phase — new buyers rushing in

16 → 14 → 14 → 16 → 28 new funds/Q
New funds entering each quarter: 14 → 14 → 16 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Of 132 current holders: 95 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
30 of 131 holders are among the 100 largest funds by AUM, controlling 41% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — HVT

In 2025 Q4, 63 hedge funds were net buyers of HVT (28 opened a new position, 35 added to an existing one), while 62 reduced or exited (50 trimmed, 12 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 41% of total institutional value in HVT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 131.

Hedge Fund Ownership: HVT

How many hedge funds hold HVT — quarterly history vs. share price
Quarterly hedge fund ownership of HVT vs. share price

Market Analysis: HVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HVT

Consumer Cyclical Home Improvement Retail

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: HVT
2026 Q1 Stats Unlock in 6 days 132 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 132 115 14.78%
13F Shares 12M 13M -1.38%
Total Value $291M $277M 5.24%
New Positions 28 16 +12
Increased Positions 35 36 -1
Closed Positions 12 16 -4
Reduced Positions 51 30 +21
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: HVT

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

132 + investors

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

Top 25 institutional holders of HVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WULFF, HANSEN & CO. 0.66% 30,522 $646K
2 Watershed Asset Management, L.L.C. 0.42% 19,188 $406K
3 Hodges Capital Management Inc. 0.37% 209,800 $4.4M
4 CWA Asset Management Group, LLC 0.10% 144,000 $3.0M
5 PZENA INVESTMENT MANAGEMENT LLC 0.10% 1,460,148 $30.9M
6 TECTONIC ADVISORS LLC 0.10% 88,047 $1.9M
7 DEPRINCE RACE & ZOLLO INC 0.06% 156,713 $3.3M
8 ICON ADVISERS INC/CO 0.05% 10,700 $227K
9 WATERS PARKERSON & CO., LLC 0.04% 39,850 $844K
10 JAMES INVESTMENT RESEARCH, INC. 0.03% 13,983 $296K
11 SG Capital Management LLC 0.03% 20,394 $432K
12 LSV ASSET MANAGEMENT 0.02% 475,370 $10K
13 State of Wyoming 0.02% 8,366 $177K
14 HIGHLINE WEALTH PARTNERS LLC 0.02% 3,700 $78K
15 Parallel Advisors, LLC 0.01% 28,683 $608K
16 Brooklyn Investment Group 0.01% 14,066 $298K
17 MARTINGALE ASSET MANAGEMENT L P 0.01% 15,241 $323K
18 Magnetar Financial LLC 0.00% 16,004 $339K
19 Versant Capital Management, Inc 0.00% 1,649 $35K
20 AlphaQuest LLC 0.00% 2,509 $59K
21 SEI INVESTMENTS CO 0.00% 164,994 $3.5M
22 MONTAG A & ASSOCIATES INC 0.00% 3,062 $65K
23 Russell Investments Group, Ltd. 0.00% 113,177 $2.4M
24 SIGNATUREFD, LLC 0.00% 7,604 $161K
25 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% 59,600 $1.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HVT?

Slight buying edge — 50% buying: Last quarter: 63 funds bought or added vs 62 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 — 41% AUM from top-100 funds: 30 of 131 holders are among the 100 largest funds by AUM, controlling 41% 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?

66% of holders stayed for 2+ years: 86 out of 131 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.