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Research Frontiers
REFR

26 hedge funds and large institutions have $5.94M invested in Research Frontiers in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $128K | Put options by funds: $16K

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $4.81M → $5.94M (+$1.14M)

4% more funds holding

Funds holding: 25 → 26 (+1)

0.09% more ownership

Funds ownership: 8.73% → 8.82% (+0.09%)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
10
Closed
2
Calls
$128K
Puts
$16K
Net Calls
+$112K
Net Calls Change
+$75K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$44.7K
2
Jane Street
Jane Street
New York
+$38K
3
RCM
RNC Capital Management
California
+$25.6K
4
TRCT
Tower Research Capital (TRC)
New York
+$10.1K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.52K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$20.3K
2
BlackRock
BlackRock
New York
-$17.5K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.4K
4
SRC
Shufro Rose & Co
New York
-$6.6K
5
Wells Fargo
Wells Fargo
California
-$1.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56M – – –
BlackRock
2
BlackRock
New York
$1.33M -$17.5K -8,573 -1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$407K +$3.52K +1,723 +0.9%
Millennium Management
4
Millennium Management
New York
$373K -$20.3K -9,916 -5%
SRC
5
Shufro Rose & Co
New York
$325K -$6.6K -3,231 -2%
State Street
6
State Street
Massachusetts
$225K – – –
Northern Trust
7
Northern Trust
Illinois
$113K – – –
KWM
8
Kingsview Wealth Management
Oregon
$76K -$1.02K -500 -1%
Wells Fargo
9
Wells Fargo
California
$73K -$1.02K -501 -1%
AWS
10
Atria Wealth Solutions
New York
$69.7K – – –
SSA
11
Schonfeld Strategic Advisors
New York
$50K -$818 -400 -2%
Charles Schwab
12
Charles Schwab
California
$47K +$44.7K +21,870 New
Jane Street
13
Jane Street
New York
$40K +$38K +18,577 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39K – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$34K – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$32K – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$30K – – –
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$30K – – –
RCM
19
RNC Capital Management
California
$27K +$25.6K +12,500 New
Morgan Stanley
20
Morgan Stanley
New York
$25K -$2 -1 -0%
HWM
21
HB Wealth Management
Georgia
$21K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$12K +$10.1K +4,936 +550%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$2.06K -$153 -75 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
$2K -$307 -150 -13%
JP Morgan Chase
25
JP Morgan Chase
New York
$2K +$2 +1 +0.1%
1
2

REFR Hedge Fund Activity: Q3 2022 in Review

26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q3 2022, worth a combined $5.94M — up 24% from $4.81M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new REFR positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $44.7K. The largest seller was Millennium Management, cutting an estimated $20.3K.

  • 26 institutional investors held Research Frontiers (REFR) as of Q3 2022, up from 25 in Q2 2022.
  • Funds reported $5.94M of Research Frontiers stock for Q3 2022, up 24% quarter-over-quarter.
  • 3 funds opened new Research Frontiers positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest Research Frontiers buyer in Q3 2022 was Charles Schwab, an estimated $44.7K added.
  • The largest Research Frontiers seller in Q3 2022 was Millennium Management, an estimated $20.3K sold.

Based on aggregated 13F filings for Q3 2022.