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Great Elm Group

25 hedge funds and large institutions have $17M invested in Great Elm Group in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NRCM
1
Northern Right Capital Management
Connecticut
$8.02M 4,243,168
KCM
2
Kingdon Capital Management
New York
$2.4M 1,268,907
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.9M 1,004,157
AGC
4
Alden Global Capital
Florida
$1.66M 875,942
Renaissance Technologies
5
Renaissance Technologies
New York
$1.15M 609,840 -11,936 -2%
BlackRock
6
BlackRock
New York
$636K 336,328 -708 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$433K 229,194 -3,440 -1%
UBS Group
8
UBS Group
Switzerland
$241K 127,759 +20,224 +19%
State Street
9
State Street
Massachusetts
$127K 67,117
BCM
10
Bridgeway Capital Management
Texas
$107K 56,545
Northern Trust
11
Northern Trust
Illinois
$87.5K 46,306
Morgan Stanley
12
Morgan Stanley
New York
$87.2K 46,124
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$62.7K 33,167 +33,167 New
Citadel Advisors
14
Citadel Advisors
Florida
$50.7K 26,836 +26,836 New
TCOT
15
Trust Company of Toledo
Ohio
$28.4K 15,000
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$21.6K 11,419
CSC
17
Cove Street Capital
California
$10.1K 5,322
Bank of America
18
Bank of America
North Carolina
$2.95K 1,559 -1 -0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K 615 +615 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$622 329 +292 +789%
Wells Fargo
21
Wells Fargo
California
$408 216 +216 New
Osaic Holdings
22
Osaic Holdings
Arizona
$227 120 -967 -89%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146 77
BC
24
Barrett & Company
Rhode Island
$25 13
Fidelity Investments
25
Fidelity Investments
Massachusetts
$8 4 +3 +300%