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Research Frontiers

31 hedge funds and large institutions have $5.65M invested in Research Frontiers in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $5.21M → $5.65M (+$439K)

0.27% less ownership

Funds ownership: 9.58%9.31% (-0.27%)

3% less funds holding

Funds holding: 3231 (-1)

20% less call options, than puts

Call options by funds: $24K | Put options by funds: $30K

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
12
Closed
4
Calls
$24K
Puts
$30K
Net Calls
-$6K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31M -$46.7K -25,396 -2%
BlackRock
2
BlackRock
New York
$1.21M -$3.65K -1,985 -0.3%
Millennium Management
3
Millennium Management
New York
$395K -$4.54K -2,472 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$360K -$1.53K -833 -0.4%
SRC
5
Shufro Rose & Co
New York
$303K -$21.6K -11,769 -7%
State Street
6
State Street
Massachusetts
$225K +$8.51K +4,626 +4%
MCC
7
Money Concepts Capital
Florida
$114K +$109K +59,200 New
Northern Trust
8
Northern Trust
Illinois
$108K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$70K -$126K -68,319 -65%
KWM
10
Kingsview Wealth Management
Oregon
$69.1K -$2.3K -1,250 -3%
AWS
11
Atria Wealth Solutions
New York
$63K +$60.2K +32,739 New
Wells Fargo
12
Wells Fargo
California
$61K +$13.8K +7,501 +30%
Citadel Advisors
13
Citadel Advisors
Florida
$57K +$19K +10,318 +53%
SSA
14
Schonfeld Strategic Advisors
New York
$46K -$735 -400 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$35K
NLP
16
Next Level Private
New York
$31K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$31K +$919 +500 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$29K -$3.06K -1,666 -10%
CA
19
Cetera Advisors
Colorado
$27K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$27K
Morgan Stanley
22
Morgan Stanley
New York
$24K +$355 +193 +2%
HWM
23
HB Wealth Management
Georgia
$19K
UBS Group
24
UBS Group
Switzerland
$7K +$83 +45 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$2K

REFR Hedge Fund Activity: Q1 2022 in Review

31 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q1 2022, worth a combined $5.65M — up 8.4% from $5.21M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of REFR and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 6 added.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $109K. The largest seller was Susquehanna International Group, cutting an estimated $126K.

  • 31 institutional investors held Research Frontiers (REFR) as of Q1 2022, down from 32 in Q4 2021.
  • Funds reported $5.65M of Research Frontiers stock for Q1 2022, up 8.4% quarter-over-quarter.
  • 3 funds opened new Research Frontiers positions in Q1 2022 and 4 closed out, a net change of -1 holder.
  • The largest Research Frontiers buyer in Q1 2022 was Money Concepts Capital, an estimated $109K added.
  • The largest Research Frontiers seller in Q1 2022 was Susquehanna International Group, an estimated $126K sold.

Based on aggregated 13F filings for Q1 2022.