Research Frontiers
REFR
34 hedge funds and large institutions have $5.45M invested in Research Frontiers in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 4 closing their positions.
66% more capital invested
Capital invested by funds: $3.29M → $5.45M (+$2.16M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2.15% more ownership
Funds ownership: 9.69% → 11.84% (+2.2%)
0% more funds holding
Funds holding: 34 → 34 (0)
85% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.1M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$75.2K |
| 3 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$21.9K |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$14.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$119K |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$68.2K |
| 3 |
HF
HRT Financial
New York
|
-$41.7K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.4K |
| 5 |
Renaissance Technologies
New York
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $10.7K | -$12.1K | -10,997 | -57% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $10.1K | -$2.82K | -2,573 | -25% |
|
28
UBS Group
Zurich,
Switzerland
| $10.1K | +$8.52K | +7,765 | New |
|
29
Simplex Trading
Chicago,
Illinois
| $2K | -$1.67K | -1,518 | -40% |
|
30
JP Morgan Chase
New York
| $1.35K | – | – | – |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $1.3K | – | – | – |
|
32
BNP Paribas Financial Markets
Paris,
France
| $1.04K | – | – | – |
|
|
FG
33
Fairman Group
Chesterbrook,
Pennsylvania
| $163 | – | – | – |
|
34
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1 | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$26.4K | -26,185 | Closed |
|
36
Bank of New York Mellon
New York
| – | -$18.6K | -18,394 | Closed |
|
|
VF
37
Virtu Financial
New York
| – | -$16K | -16,298 | Closed |
|
REFR Hedge Fund Activity: Q1 2024 in Review
34 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q1 2024, worth a combined $5.45M — up 66% from $3.29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new REFR positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 13 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $119K.
- 34 institutional investors held Research Frontiers (REFR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $5.45M of Research Frontiers stock for Q1 2024, up 66% quarter-over-quarter.
- 5 funds opened new Research Frontiers positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest Research Frontiers buyer in Q1 2024 was Focus Partners Wealth, an estimated $1.1M added.
- The largest Research Frontiers seller in Q1 2024 was Morgan Stanley, an estimated $119K sold.
Based on aggregated 13F filings for Q1 2024.