Research Frontiers
REFR
31 hedge funds and large institutions have $7.84M invested in Research Frontiers in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.
5,200% more call options, than puts
Call options by funds: $53K | Put options by funds: $1K
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
44% more capital invested
Capital invested by funds: $5.45M → $7.84M (+$2.39M)
0.53% more ownership
Funds ownership: 11.84% → 12.37% (+0.53%)
9% less funds holding
Funds holding: 34 → 31 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$136K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$114K |
| 3 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
+$105K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$74.8K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$39.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$28.5K |
| 2 |
SRC
Shufro Rose & Co
New York
|
-$28.4K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$23.2K |
| 4 |
HF
HRT Financial
New York
|
-$18K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $2.05K | +$123 | +70 | +7% |
|
27
BNP Paribas Financial Markets
Paris,
France
| $1.47K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $460 | +$438 | +250 | New |
|
|
FG
29
Fairman Group
Chesterbrook,
Pennsylvania
| $230 | – | – | – |
|
|
30
Millennium Management
New York
| – | -$28.5K | -21,924 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$18K | -13,997 | Closed |
|
|
SFA
32
Sequoia Financial Advisors
Akron,
Ohio
| – | -$16.7K | -12,850 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$10.7K | -8,238 | Closed |
|
34
Simplex Trading
Chicago,
Illinois
| – | -$3.74K | -2,139 | -93% |
|
35
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.3K | -1,000 | Closed |
|
36
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1 | -1 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$231 | +132 | New |
|
REFR Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q2 2024, worth a combined $7.84M — up 44% from $5.45M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of REFR and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was UBS Group, adding an estimated $136K. The largest seller was Millennium Management, exiting entirely with an estimated $28.5K sold.
- 31 institutional investors held Research Frontiers (REFR) as of Q2 2024, down from 34 in Q1 2024.
- Funds reported $7.84M of Research Frontiers stock for Q2 2024, up 44% quarter-over-quarter.
- 4 funds opened new Research Frontiers positions in Q2 2024 and 6 closed out, a net change of -2 holders.
- The largest Research Frontiers buyer in Q2 2024 was UBS Group, an estimated $136K added.
- The largest Research Frontiers seller in Q2 2024 was Millennium Management, an estimated $28.5K sold.
Based on aggregated 13F filings for Q2 2024.