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National Research Corp

131 hedge funds and large institutions have $514M invested in National Research Corp in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
49
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$114M 2,881,464 -313,165 -10%
Morgan Stanley
2
Morgan Stanley
New York
$74.7M 1,887,420 +946,882 +101%
BlackRock
3
BlackRock
New York
$42.2M 1,065,585 +50,002 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37M 934,644 -46,049 -5%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$30.9M 780,806 +7,591 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.2M 636,402 +7,531 +1%
QI
7
QV Investors
Alberta, Canada
$15.6M 395,102 -56,048 -12%
Renaissance Technologies
8
Renaissance Technologies
New York
$14.8M 373,584 +6,200 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.1M 356,305 +18,227 +5%
State Street
10
State Street
Massachusetts
$13.6M 342,475 +14,842 +5%
Northern Trust
11
Northern Trust
Illinois
$10.9M 274,294 -2,919 -1%
TC
12
Touchstone Capital
Pennsylvania
$9.95M 251,625 -16,736 -6%
IGAM
13
iA Global Asset Management
Quebec, Canada
$8.65M 218,617 -32,093 -13%
NEI
14
Northwest & Ethical Investments
Ontario, Canada
$6.19M 156,375 -23,905 -13%
Comerica Bank
15
Comerica Bank
Texas
$6.14M 155,174 -1,218 -0.8%
PAM
16
PineStone Asset Management
Quebec, Canada
$6.06M 153,100 +86,202 +129%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.82M 121,939 -9,172 -7%
Charles Schwab
18
Charles Schwab
California
$4.46M 112,619 +1,185 +1%
Bank of America
19
Bank of America
North Carolina
$4.21M 106,492 -2,057 -2%
Wells Fargo
20
Wells Fargo
California
$3.91M 98,819 -1,743 -2%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.45M 87,325
RA
22
Royce & Associates
New York
$2.91M 73,589 +25,000 +51%
MAM
23
Montanaro Asset Management
United Kingdom
$2.65M 67,100
Millennium Management
24
Millennium Management
New York
$2.07M 52,435 +52,435 New
Ameriprise
25
Ameriprise
Minnesota
$2.04M 51,604 +9,572 +23%