Reliance Global Group
EZRA
6 hedge funds and large institutions have $525K invested in Reliance Global Group in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $468K → $525K (+$56.7K)
0.02% more ownership
Funds ownership: 0% → 0.02% (+0.02%)
45% less funds holding
Funds holding: 11 → 6 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
+$1.05M |
| 2 |
Barclays
London,
United Kingdom
|
+$27.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$18.4K |
| 4 |
Citigroup
New York
|
+$4.59K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$143K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$77K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$48K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35K |
| 5 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
1
Armistice Capital
New York
| $467K | +$1.05M | +228 | New |
|
2
BlackRock
New York
| $31.6K | – | – | – |
|
|
3
Barclays
London,
United Kingdom
| $11.8K | +$27.6K | +6 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $9K | +$18.4K | +4 | +400% |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.41K | +$4.59K | +1 | +100% |
|
|
6
Citigroup
New York
| $2.31K | +$4.59K | +1 | New |
|
7
Wells Fargo
San Francisco,
California
| $15 | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $12 | – | – | – |
|
|
9
Vanguard Group
Malvern,
Pennsylvania
| – | -$143K | -25 | Closed |
|
|
10
Geode Capital Management
Boston,
Massachusetts
| – | -$48K | -8 | Closed |
|
|
11
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$35K | -6 | Closed |
|
12
State Street
Boston,
Massachusetts
| – | -$17.9K | -3 | Closed |
|
|
SFI
13
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$20K | -3 | Closed |
|
14
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$14.2K | -2 | Closed |
|
15
Northern Trust
Chicago,
Illinois
| – | -$9.74K | -2 | Closed |
|
|
IA
16
IFP Advisors
Tampa,
Florida
| – | -$77K | -1 | Closed |
|
EZRA Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Reliance Global Group (EZRA) for Q1 2023, worth a combined $525K — up 12% from $468K a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EZRA and 3 opened new positions — a net loss of 5 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Armistice Capital, opening a new position worth an estimated $1.05M. The largest seller was Vanguard Group, exiting entirely with an estimated $143K sold.
- 6 institutional investors held Reliance Global Group (EZRA) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $525K of Reliance Global Group stock for Q1 2023, up 12% quarter-over-quarter.
- 3 funds opened new Reliance Global Group positions in Q1 2023 and 8 closed out, a net change of -5 holders.
- The largest Reliance Global Group buyer in Q1 2023 was Armistice Capital, an estimated $1.05M added.
- The largest Reliance Global Group seller in Q1 2023 was Vanguard Group, an estimated $143K sold.
Based on aggregated 13F filings for Q1 2023.