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Research Frontiers
REFR

39 hedge funds and large institutions have $5.44M invested in Research Frontiers in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

26% more funds holding

Funds holding: 31 → 39 (+8)

1.04% less ownership

Funds ownership: 11.2% → 10.16% (-1%)

15% less capital invested

Capital invested by funds: $6.42M → $5.44M (-$974K)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
7
Closed
2
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$69K

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$189K
2
Jane Street
Jane Street
New York
+$95.1K
3
Goldman Sachs
Goldman Sachs
New York
+$82.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$46.9K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$38.6K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.12M
2
AWS
Atria Wealth Solutions
New York
-$56K
3
KWM
Kingsview Wealth Management
Oregon
-$8.89K
4
SRC
Shufro Rose & Co
New York
-$8.89K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.85K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1
WR Wealth Planners
Missouri
$1.53M +$16.2K +10,011 +1%
BlackRock
2
BlackRock
New York
$1.02M +$21.3K +13,156 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$813K -$1.12M -694,488 -58%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$343K +$38.6K +23,852 +12%
SRC
5
Shufro Rose & Co
New York
$230K -$8.89K -5,500 -4%
Millennium Management
6
Millennium Management
New York
$220K +$3.19K +1,971 +1%
HF
7
HRT Financial
New York
$186K +$189K +116,708 New
State Street
8
State Street
Massachusetts
$169K – – –
Jane Street
9
Jane Street
New York
$94.1K +$95.1K +58,835 New
Northern Trust
10
Northern Trust
Illinois
$91.6K -$291 -180 -0.3%
Goldman Sachs
11
Goldman Sachs
New York
$81.8K +$82.6K +51,106 New
BG
12
Benedetti & Gucer
Georgia
$75K +$25.5K +15,797 +51%
Wells Fargo
13
Wells Fargo
California
$50.7K +$19 +12 +0%
Renaissance Technologies
14
Renaissance Technologies
New York
$46K +$46.9K +29,000 New
Citadel Advisors
15
Citadel Advisors
Florida
$44.1K +$25K +15,438 +127%
SSA
16
Schonfeld Strategic Advisors
New York
$38.7K – – –
KWM
17
Kingsview Wealth Management
Oregon
$37.6K -$8.89K -5,500 -19%
Morgan Stanley
18
Morgan Stanley
New York
$35.8K +$647 +400 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$35.8K +$36.1K +22,356 New
Charles Schwab
20
Charles Schwab
California
$35K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.4K – – –
E
22
Ergoteles
New York
$29.3K +$29.6K +18,300 New
NLP
23
Next Level Private
New York
$25.6K – – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$25.5K – – –
DCM
25
Dudley Capital Management
Virginia
$24.2K – – –
1
2

REFR Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q2 2023, worth a combined $5.44M — down 15% from $6.42M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new REFR positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $189K. The largest seller was Vanguard Group, cutting an estimated $1.12M.

  • 39 institutional investors held Research Frontiers (REFR) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $5.44M of Research Frontiers stock for Q2 2023, down 15% quarter-over-quarter.
  • 10 funds opened new Research Frontiers positions in Q2 2023 and 2 closed out, a net change of +8 holders.
  • The largest Research Frontiers buyer in Q2 2023 was HRT Financial, an estimated $189K added.
  • The largest Research Frontiers seller in Q2 2023 was Vanguard Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2023.