Haverty Furniture Companies

HVT and HVT.A • NYSE

Haverty Furniture Companies is a home improvement company in the consumer cyclical sector on NYSE, led by Steven G. Burdette, with a market cap of $407.2M. As of Q3 2025, 78% of shares are held by 117 institutional investors, with PZENA INVESTMENT MANAGEMENT LLC as the largest holder at 9.58%.

Chief Executive OfficerSteven G. Burdette

Market Cap$407.2M

Home Improvement

Consumer Cyclical

Employees2.6K

Websitehavertys.com

Country

United States of America

Overview

Overview of institutional ownership in HVT and HVT.A as of Q3 2025 with a market cap of $356.7M

All Institutions

Institutions: 117
Value Held: $279.9M
Shares Held: 12.8M
Avg Position: $2.2M
Median Position: $325.0K

Hedge Funds

Hedge Funds: 15
Value Held: $33.5M
Shares Held: 1.5M
Avg Position: $2.2M
Median Position: $325.0K

Ownership Breakdown

Institutional (non-HF)

69.07%

$246.4M

Hedge Funds

9.4%

$33.5M

Retail & Other

21.53%

$76.8M

Based on market cap of $356.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HVT and HVT.A as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$34.2M 0.11% of portfolio	9.58% 1.6M shares	Q3 2024 Held for 1y 2m	$30.9B
B BlackRock, Inc. Institution	-	$33.0M 0.00% of portfolio	9.25% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$21.8M 0.00% of portfolio	6.12% 994.8K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$20.0M 0.00% of portfolio	5.60% 910.9K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	$15.9M 0.02% of portfolio	4.45% 724.2K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$13.2M 0.00% of portfolio	3.71% 603.4K shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$10.9M 0.02% of portfolio	3.07% 498.9K shares	Q4 2013 Held for 11y 11m	$45.1B
A AMERICAN CENTURY COMPANIES INC Institution	-	$10.9M 0.01% of portfolio	3.05% 496.2K shares	Q2 2020 Held for 5y 5m	$195.93B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$9.7M 0.03% of portfolio	2.72% 442.9K shares	Q4 2021 Held for 3y 11m	$32.2B
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$7.4M 0.00% of portfolio	2.08% 337.9K shares	Q1 2017 Held for 8y 8m	$158.92B

Net Capital Flow

Institutional buying and selling activity for HVT and HVT.A in Q3 2025

Traded: −$753.9K
Buyers: 51
Sellers: 47
Total Bought: +$17.3M
Total Sold: −$18.0M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$3.3M +149.1K shares	$6.9M 315.9K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$1.5M +66.8K shares	$6.7M 307.2K shares
M Man Group plc Institution	+$1.4M +65.0K shares	$1.4M 65.0K shares
GOLDMAN SACHS GROUP INC Institution	+$1.4M +64.8K shares	$13.2M 603.4K shares
A Assenagon Asset Management S.A. Institution	+$1.1M +51.2K shares	$1.1M 51.2K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	+$1.1M +51.0K shares	$1.1M 51.0K shares
Marshall Wace LLP Institution	+$926.1K +42.2K shares	$926.1K 42.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$691.8K +31.5K shares	$10.9M 496.2K shares
VANGUARD GROUP INC Institution	+$616.5K +28.1K shares	$20.0M 910.9K shares
Q Qube Research & Technologies Ltd Institution	+$463.1K +21.1K shares	$2.9M 131.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$1.9M −86.1K shares	$2.0M 89.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.8M −84.2K shares	$458.2K 20.9K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$1.7M −78.3K shares	$9.7M 442.9K shares
B BlackRock, Inc. Institution	−$1.7M −76.8K shares	$33.0M 1.5M shares
Y Y-Intercept Ltd Institution	−$1.3M −63.3K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$862.7K −42.4K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$813.2K −37.1K shares	$907.6K 41.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$769.7K −37.8K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$730.7K −33.3K shares	$1.1M 49.8K shares
A AXA Institution	−$716.3K −35.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HVT and HVT.A in Q3 2025

New Positions: 5
New Value: $610.0K
Exited Positions: 18
Exited Value: $5.9M

New Positions

Institution	Position Value
SG Capital Management LLC Hedge Fund•Event Driven	$325.0K 14.8K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$278.3K 12.7K shares
O Optiver Holding B.V. Institution	$5.2K 238.0 shares
U UMA Financial Services, Inc. RIA/Wealth	$987.0 45.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$482.0 22.0 shares

Exited Positions

Institution	Previous Position
Y Y-Intercept Ltd Institution	$1.3M 63.3K shares
FIRST TRUST ADVISORS LP ETF Provider	$862.7K 42.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$769.7K 37.8K shares
A AXA Institution	$716.3K 35.2K shares
CWM Advisors, LLC ETF Provider	$386.4K 19.0K shares
B Brevan Howard Capital Management LP Institution	$312.0K 15.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$266.7K 13.1K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$252.3K 12.4K shares
P Petrus Trust Company, LTA Institution	$226.1K 11.1K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$225.2K 11.1K shares

Options Activity

Institutions with the largest Call and Put options positions in HVT and HVT.A as of Q3 2025

Call Positions: 1
Call Value: $502.2K
Put Positions: 1
Put Value: $348.7K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$502.2K 229.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$348.7K 159.0 contracts

Most Committed Institutions

Institutions with HVT and HVT.A as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
WULFF, HANSEN & CO. RIA/Wealth	Christopher Donald Charles President	0.58% $669.3K	0.19% 30.5K shares	Q4 2021 Held for 3y 11m	$116.2M
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	0.41% $7.1M	1.99% 323.4K shares	Q1 2021 Held for 4y 8m	$1.7B
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Robert Joseph Uek CEO	0.25% $1.7M	0.47% 75.7K shares	Q2 2025 Held for 5 months	$652.5M
CWA Asset Management Group, LLC RIA/Wealth	William Nick Beynon Managing Partner	0.12% $3.2M	0.89% 144.0K shares	Q3 2024 Held for 1y 2m	$2.7B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	0.11% $34.2M	9.58% 1.6M shares	Q3 2024 Held for 1y 2m	$30.9B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.10% $1.1M	0.31% 51.0K shares	Q4 2023 Held for 1y 11m	$1.1B
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	0.09% $4.6M	1.29% 210.3K shares	Q3 2023 Held for 2y 2m	$5.0B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.09% $4.1M	1.16% 188.4K shares	Q4 2014 Held for 10y 11m	$4.7B
Legato Capital Management LLC Fund of Funds	Victor Louis Hymes CEO	0.05% $478.5K	0.13% 21.8K shares	Q2 2025 Held for 5 months	$915.6M
WATERS PARKERSON & CO., LLC RIA/Wealth	Devin John Wakeman Managing Partner	0.04% $777.4K	0.22% 35.5K shares	Q1 2023 Held for 2y 8m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in HVT and HVT.A

Magnetar Financial LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Jay Snyderman

Portfolio Value: $15.4B
Positions: 724
Last Reported: Q3 2025

Sector Allocation

Position in Haverty Furniture Companies

HVT and HVT.A

Market Value: $278.3K
Shares Held: 12.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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