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Red Violet

53 hedge funds and large institutions have $155M invested in Red Violet in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

0.77% less ownership

Funds ownership: 56.34%55.57% (-0.77%)

1% less capital invested

Capital invested by funds: $157M → $155M (-$2.11M)

7% less funds holding

Funds holding: 5753 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

88% less call options, than puts

Call options by funds: $8K | Put options by funds: $68K

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
2
Increased
23
Reduced
17
Closed
5
Calls
$8K
Puts
$68K
Net Calls
-$60K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$42.2M +$195K +9,761 +0.5%
NCM
2
Nantahala Capital Management
Connecticut
$24.1M -$1.12M -56,218 -4%
ACM
3
Ashford Capital Management
Delaware
$22.1M -$2.46M -123,360 -10%
BlackRock
4
BlackRock
New York
$14.8M +$950K +47,627 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1M +$218K +10,916 +2%
WA
6
Wasatch Advisors
Utah
$8.36M
Ameriprise
7
Ameriprise
Minnesota
$6.79M -$89.8K -4,502 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.81M +$320K +16,023 +7%
State Street
9
State Street
Massachusetts
$3.28M +$123K +6,151 +4%
MIM
10
Meros Investment Management
Texas
$2.91M +$49.4K +2,478 +2%
Goldman Sachs
11
Goldman Sachs
New York
$2.1M +$10.8K +539 +0.5%
Northern Trust
12
Northern Trust
Illinois
$2.07M +$118K +5,932 +6%
US Bancorp
13
US Bancorp
Minnesota
$1.74M -$818K -41,000 -32%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.33M +$192K +9,634 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$872K -$20.8K -1,044 -2%
Morgan Stanley
16
Morgan Stanley
New York
$856K +$739K +37,041 +635%
Charles Schwab
17
Charles Schwab
California
$615K -$25.7K -1,290 -4%
Millennium Management
18
Millennium Management
New York
$555K +$195K +9,795 +54%
Citadel Advisors
19
Citadel Advisors
Florida
$533K +$244K +12,224 +85%
KCM
20
Kennedy Capital Management
Missouri
$466K +$8.12K +407 +2%
QC
21
Quadrature Capital
United Kingdom
$375K +$375K +18,778 New
N
22
Nuveen
North Carolina
$365K +$96.8K +4,854 +36%
Barclays
23
Barclays
United Kingdom
$307K +$265K +13,291 +641%
UBS Group
24
UBS Group
Switzerland
$291K +$106K +5,330 +58%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$266K -$3.49K -175 -1%

RDVT Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Red Violet (RDVT) for Q4 2023, worth a combined $155M — down 1.3% from $157M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RDVT and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, adding an estimated $950K. The largest seller was Ashford Capital Management, cutting an estimated $2.46M.

  • 53 institutional investors held Red Violet (RDVT) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $155M of Red Violet stock for Q4 2023, down 1.3% quarter-over-quarter.
  • 2 funds opened new Red Violet positions in Q4 2023 and 5 closed out, a net change of -3 holders.
  • The largest Red Violet buyer in Q4 2023 was BlackRock, an estimated $950K added.
  • The largest Red Violet seller in Q4 2023 was Ashford Capital Management, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2023.