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Research Frontiers
REFR

39 hedge funds and large institutions have $5.44M invested in Research Frontiers in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

26% more funds holding

Funds holding: 31 → 39 (+8)

1.04% less ownership

Funds ownership: 11.2% → 10.16% (-1%)

15% less capital invested

Capital invested by funds: $6.42M → $5.44M (-$974K)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
7
Closed
2
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$69K

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$189K
2
Jane Street
Jane Street
New York
+$95.1K
3
Goldman Sachs
Goldman Sachs
New York
+$82.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$46.9K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$38.6K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.12M
2
AWS
Atria Wealth Solutions
New York
-$56K
3
KWM
Kingsview Wealth Management
Oregon
-$8.89K
4
SRC
Shufro Rose & Co
New York
-$8.89K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.85K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$22.4K – – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$22K – – –
Squarepoint
28
Squarepoint
New York
$19.2K +$19.4K +12,012 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$19K -$4.85K -3,000 -20%
HWM
30
HB Wealth Management
Georgia
$16K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$14K +$3.33K +2,057 +31%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$6.4K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$1.67K -$2 -1 -0.1%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.6K – – –
UBS Group
35
UBS Group
Switzerland
$1.43K -$61 -38 -4%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$1.28K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1K +$584 +361 New
TC
38
Trust Company
Kansas
$80 +$81 +50 New
AWS
39
Atria Wealth Solutions
New York
– -$56K -32,739 Closed
Bank of America
40
Bank of America
North Carolina
– -$342 -200 Closed
Simplex Trading
41
Simplex Trading
Illinois
– +$162 +100 New
1
2

REFR Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q2 2023, worth a combined $5.44M — down 15% from $6.42M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new REFR positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $189K. The largest seller was Vanguard Group, cutting an estimated $1.12M.

  • 39 institutional investors held Research Frontiers (REFR) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $5.44M of Research Frontiers stock for Q2 2023, down 15% quarter-over-quarter.
  • 10 funds opened new Research Frontiers positions in Q2 2023 and 2 closed out, a net change of +8 holders.
  • The largest Research Frontiers buyer in Q2 2023 was HRT Financial, an estimated $189K added.
  • The largest Research Frontiers seller in Q2 2023 was Vanguard Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2023.