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National Research Corp

123 hedge funds and large institutions have $147M invested in National Research Corp in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
35
Reduced
52
Closed
22
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.7M -$114K -8,918 -0.3%
BlackRock
2
BlackRock
New York
$14.4M -$1.09M -84,839 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M -$252K -19,678 -2%
Morgan Stanley
4
Morgan Stanley
New York
$10.9M -$828K -64,673 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.09M -$361K -28,192 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.72M +$139K +10,866 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.74M -$440K -34,402 -8%
QI
8
QV Investors
Alberta, Canada
$4.54M
State Street
9
State Street
Massachusetts
$4.3M -$325K -25,201 -7%
Northern Trust
10
Northern Trust
Illinois
$3.99M +$233K +18,212 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.68M -$103K -8,015 -4%
IGAM
12
iA Global Asset Management
Quebec, Canada
$2.4M
Citadel Advisors
13
Citadel Advisors
Florida
$2.33M +$1.04M +81,449 +81%
Wells Fargo
14
Wells Fargo
California
$2.22M +$393K +30,668 +21%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$2.05M -$23K -1,800 -1%
NEI
16
Northwest & Ethical Investments
Ontario, Canada
$1.65M
Charles Schwab
17
Charles Schwab
California
$1.53M -$66.4K -5,190 -4%
Bank of America
18
Bank of America
North Carolina
$1.48M +$51.2K +3,997 +4%
Goldman Sachs
19
Goldman Sachs
New York
$1.45M -$149K -11,657 -9%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.38M +$869K +67,882 +169%
Comerica Bank
21
Comerica Bank
Texas
$1.2M -$4.2K -328 -0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.15M +$216K +16,868 +23%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$997K
SEI Investments
24
SEI Investments
Pennsylvania
$920K +$134K +10,500 +17%
WIC
25
Willis Investment Counsel
Georgia
$842K +$135K +10,531 +19%