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Research Frontiers

32 hedge funds and large institutions have $5.43M invested in Research Frontiers in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

23% more funds holding

Funds holding: 2632 (+6)

0.25% less ownership

Funds ownership: 8.82%8.57% (-0.25%)

9% less capital invested

Capital invested by funds: $5.94M → $5.43M (-$511K)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
4
Closed
2
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3M +$1.1K +485 +0%
BlackRock
2
BlackRock
New York
$1.19M +$4.05K +1,778 +0.3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$366K -$1.1K -485 -0.3%
SRC
4
Shufro Rose & Co
New York
$280K -$13.7K -6,000 -4%
Millennium Management
5
Millennium Management
New York
$233K -$122K -53,630 -31%
State Street
6
State Street
Massachusetts
$203K
MCC
7
Money Concepts Capital
Florida
$124K +$148K +64,962 New
Northern Trust
8
Northern Trust
Illinois
$102K
Wells Fargo
9
Wells Fargo
California
$65.9K +$30 +13 +0%
AWS
10
Atria Wealth Solutions
New York
$62.5K
KWM
11
Kingsview Wealth Management
Oregon
$54.4K -$15.9K -7,000 -20%
SSA
12
Schonfeld Strategic Advisors
New York
$46.2K +$1.37K +600 +3%
Charles Schwab
13
Charles Schwab
California
$42K
NLP
14
Next Level Private
New York
$35.5K +$36.4K +16,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$35.1K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$30.4K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$29K
VF
18
Virtu Financial
New York
$29K +$34.5K +15,126 New
DCM
19
Dudley Capital Management
Virginia
$28.8K +$34.4K +15,100 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$27K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$26.7K
RCM
22
RNC Capital Management
California
$24K
Morgan Stanley
23
Morgan Stanley
New York
$22.9K
HWM
24
HB Wealth Management
Georgia
$19.2K
Citadel Advisors
25
Citadel Advisors
Florida
$18K +$21.3K +9,360 New

REFR Hedge Fund Activity: Q4 2022 in Review

32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q4 2022, worth a combined $5.43M — down 8.6% from $5.94M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new REFR positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $148K. The largest seller was Millennium Management, cutting an estimated $122K.

  • 32 institutional investors held Research Frontiers (REFR) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $5.43M of Research Frontiers stock for Q4 2022, down 8.6% quarter-over-quarter.
  • 8 funds opened new Research Frontiers positions in Q4 2022 and 2 closed out, a net change of +6 holders.
  • The largest Research Frontiers buyer in Q4 2022 was Money Concepts Capital, an estimated $148K added.
  • The largest Research Frontiers seller in Q4 2022 was Millennium Management, an estimated $122K sold.

Based on aggregated 13F filings for Q4 2022.