Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Haverty Furniture Cos Inc (HVT)

139 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — HVT

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 93% of 3.0Y peak

93% of all-time peak
140 funds currently hold this stock — 93% of the 3.0-year high of 151 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

69 buying65 selling
Last quarter: 69 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.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 28 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
86 out of 140 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

14 → 14 → 16 → 28 → 26 new funds/Q
New funds entering each quarter: 14 → 16 → 28 → 26. 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.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 141 holders: 95 (67%) are 2+ year veterans, 19 entered 1–2 years ago, and 27 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
35 of 138 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2026 Q1, 69 hedge funds were net buyers of HVT (26 opened a new position, 43 added to an existing one), while 65 reduced or exited (47 trimmed, 18 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in HVT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 140.

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

-- --

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

Is It Too Late to Buy Haverty Furniture Cos Inc (HVT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HVT has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
HVT
+14.9%
XLY
+7.5%

HVT outperformed XLY by +7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HVT
+17.0%
XLY
+0.5%

Since the filing became public, HVT outperformed XLY by +16.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: HVT
139 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 139 132 5.3%
13F Shares 12M 13M -3.49%
Total Value $248M $293M -15.21%
New Positions 25 28 -3
Increased Positions 44 36 +8
Closed Positions 18 12 +6
Reduced Positions 46 49 -3
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: HVT

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

139 + 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:
Top 25 HVT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wulff, Hansen & CO. 0.66% 30,522 $646K
2 Cambria Investment Management, L.P. 0.53% 446,026 $9.4M
3 Watershed Asset Management, L.L.C. 0.42% 19,188 $406K
4 Hodges Capital Management Inc. 0.37% 209,800 $4.4M
5 CWA Asset Management Group, LLC 0.10% 144,000 $3.0M
6 Pzena Investment Management LLC 0.10% 1,460,148 $30.9M
7 Tectonic Advisors LLC 0.10% 88,047 $1.9M
8 Bridgeway Capital Management, LLC 0.07% 174,275 $3.7M
9 Deprince Race & Zollo Inc 0.06% 156,713 $3.3M
10 Icon Advisers Inc/Co 0.05% 10,700 $227K
11 Waters Parkerson & CO., LLC 0.04% 39,850 $844K
12 James Investment Research, INC. 0.03% 13,983 $296K
13 Nebula Research & Development LLC 0.03% 16,812 $342K
14 SG Capital Management LLC 0.03% 20,394 $432K
15 Renaissance Technologies LLC 0.02% 719,830 $15.2M
16 Hotchkis & Wiley Capital Management LLC 0.02% 352,521 $7.5M
17 State of Wyoming 0.02% 8,366 $177K
18 Highline Wealth Partners LLC 0.02% 3,700 $78K
19 Empowered Funds, LLC 0.02% 117,502 $2.5M
20 Jacobs Levy Equity Management, Inc 0.02% 174,840 $3.7M
21 Parallel Advisors, LLC 0.01% 28,683 $608K
22 Brooklyn Investment Group 0.01% 14,066 $298K
23 Martingale Asset Management L P 0.01% 15,241 $323K
24 XTX Topco Ltd 0.01% 20,392 $432K
25 American Century Companies Inc 0.01% 540,734 $11.5M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 69 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?

Strong quality — 34% AUM from major funds: 35 of 138 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HVT?

61% of holders stayed for 2+ years: 86 out of 140 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.

Is it too late to buy Haverty Furniture Cos Inc (HVT) following the 2026 Q1 hedge fund 13F filings?

As of today, HVT has moved +17.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.5% for the XLY sector ETF — an outperformance of +16.5%. Since the quarter end (March 31, 2026), HVT has gained +14.9% vs +7.5% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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