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Research Frontiers
REFR

29 hedge funds and large institutions have $4.29M invested in Research Frontiers in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $182K | Put options by funds: $49K

70% more capital invested

Capital invested by funds: $2.52M → $4.29M (+$1.77M)

21% more funds holding

Funds holding: 24 → 29 (+5)

1.1% more ownership

Funds ownership: 5.84% → 6.94% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
4
Closed
–
Calls
$182K
Puts
$49K
Net Calls
+$133K
Net Calls Change
+$133K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$530K
2
CCA
Catalyst Capital Advisors
New York
+$176K
3
Bank of America
Bank of America
North Carolina
+$71.6K
4
SRC
Shufro Rose & Co
New York
+$55.4K
5
KWM
Kingsview Wealth Management
Oregon
+$35.7K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$39.2K
2
Wells Fargo
Wells Fargo
California
-$17.3K
3
UBS Group
UBS Group
Switzerland
-$3.16K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.43M +$2.15K +930 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19M +$530K +229,645 +72%
SRC
3
Shufro Rose & Co
New York
$358K +$55.4K +24,000 +17%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$207K – – –
CCA
5
Catalyst Capital Advisors
New York
$164K +$176K +76,000 New
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$136K – – –
FM
7
Family Management
New York
$93K – – –
Northern Trust
8
Northern Trust
Illinois
$89K – – –
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$71K – – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$69K – – –
Bank of America
11
Bank of America
North Carolina
$67K +$71.6K +31,000 New
FAAS
12
First Allied Advisory Services
California
$63K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$51K -$1.48K -642 -3%
SI
14
Stephens Inc
Arkansas
$43K – – –
Wells Fargo
15
Wells Fargo
California
$42K -$17.3K -7,500 -28%
Renaissance Technologies
16
Renaissance Technologies
New York
$39K -$39.2K -16,981 -48%
KWM
17
Kingsview Wealth Management
Oregon
$33K +$35.7K +15,475 New
BRWM
18
B. Riley Wealth Management
Tennessee
$28K +$29.6K +12,800 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K +$20.8K +9,000 +360%
MCM
20
MAI Capital Management
Ohio
$24K – – –
RJA
21
Raymond James & Associates
Florida
$24K – – –
HB
22
Homrich & Berg
Georgia
$22K – – –
Morgan Stanley
23
Morgan Stanley
New York
$18K – – –
UBS Group
24
UBS Group
Switzerland
$6K -$3.16K -1,370 -32%
AG
25
Advisor Group
Arizona
$6K – – –
1
2

REFR Hedge Fund Activity: Q1 2019 in Review

29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q1 2019, worth a combined $4.29M — up 70% from $2.52M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new REFR positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $530K. The largest seller was Renaissance Technologies, cutting an estimated $39.2K.

  • 29 institutional investors held Research Frontiers (REFR) as of Q1 2019, up from 24 in Q4 2018.
  • Funds reported $4.29M of Research Frontiers stock for Q1 2019, up 70% quarter-over-quarter.
  • 5 funds opened new Research Frontiers positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest Research Frontiers buyer in Q1 2019 was Vanguard Group, an estimated $530K added.
  • The largest Research Frontiers seller in Q1 2019 was Renaissance Technologies, an estimated $39.2K sold.

Based on aggregated 13F filings for Q1 2019.