Reliance Global Group
EZRA
4 hedge funds and large institutions have $55.8K invested in Reliance Global Group in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 7 closing their positions.
0.04% more ownership
Funds ownership: 0.01% → 0.05% (+0.04%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
50% less capital invested
Capital invested by funds: $112K → $55.8K (-$56.6K)
60% less funds holding
Funds holding: 10 → 4 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$32.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.5K |
| 2 |
Renaissance Technologies
New York
|
-$11.9K |
| 3 |
HF
HRT Financial
New York
|
-$11K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.16K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$6.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $27.1K | -$13.5K | -108 | -26% |
|
|
2
Wells Fargo
San Francisco,
California
| $23.4K | +$32.6K | +261 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $4.11K | +$3.88K | +31 | +207% |
|
4
BlackRock
New York
| $1.15K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $24 | – | – | – |
|
6
JP Morgan Chase
New York
| $2 | – | – | – |
|
|
7
Renaissance Technologies
New York
| – | -$11.9K | -78 | Closed |
|
|
HF
8
HRT Financial
New York
| – | -$11K | -72 | Closed |
|
|
9
Vanguard Group
Malvern,
Pennsylvania
| – | -$9.16K | -60 | Closed |
|
|
10
Geode Capital Management
Boston,
Massachusetts
| – | -$6.29K | -37 | Closed |
|
11
Jane Street
New York
| – | -$3.84K | -25 | Closed |
|
|
KAS
12
Kestra Advisory Services
Austin,
Texas
| – | -$2.31K | -15 | Closed |
|
13
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$430 | -3 | Closed |
|
EZRA Hedge Fund Activity: Q3 2024 in Review
4 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Reliance Global Group (EZRA) for Q3 2024, worth a combined $55.8K — down 50% from $112K a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EZRA and 1 opened new positions — a net loss of 6 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Wells Fargo, opening a new position worth an estimated $32.6K. The largest seller was UBS Group, cutting an estimated $13.5K.
- 4 institutional investors held Reliance Global Group (EZRA) as of Q3 2024, down from 10 in Q2 2024.
- Funds reported $55.8K of Reliance Global Group stock for Q3 2024, down 50% quarter-over-quarter.
- 1 fund opened new Reliance Global Group positions in Q3 2024 and 7 closed out, a net change of -6 holders.
- The largest Reliance Global Group buyer in Q3 2024 was Wells Fargo, an estimated $32.6K added.
- The largest Reliance Global Group seller in Q3 2024 was UBS Group, an estimated $13.5K sold.
Based on aggregated 13F filings for Q3 2024.