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Research Frontiers

34 hedge funds and large institutions have $3.29M invested in Research Frontiers in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 9.48%9.69% (+0.21%)

4% less capital invested

Capital invested by funds: $3.43M → $3.29M (-$142K)

8% less funds holding

Funds holding: 3734 (-3)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1
WR Wealth Planners
Missouri
$934K -$38.4K -37,000 -4%
BlackRock
2
BlackRock
New York
$622K -$943 -908 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$427K -$48.9K -47,068 -10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$238K
Morgan Stanley
5
Morgan Stanley
New York
$200K +$187K +180,329 +1,008%
SRC
6
Shufro Rose & Co
New York
$150K
State Street
7
State Street
Massachusetts
$107K
Renaissance Technologies
8
Renaissance Technologies
New York
$95K +$73.2K +70,500 +295%
GW
9
GW & Wade
Massachusetts
$73K +$75.4K +72,615 New
Northern Trust
10
Northern Trust
Illinois
$54.5K -$3.4K -3,274 -6%
HF
11
HRT Financial
New York
$52K -$35.3K -34,028 -40%
Citadel Advisors
12
Citadel Advisors
Florida
$47.8K +$28.8K +27,723 +142%
BG
13
Benedetti & Gucer
Georgia
$34.5K -$13.3K -12,825 -27%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$26.4K +$16.3K +15,690 +149%
Millennium Management
15
Millennium Management
New York
$24.6K -$100K -96,693 -80%
SSA
16
Schonfeld Strategic Advisors
New York
$22.7K -$1.14K -1,100 -5%
Charles Schwab
17
Charles Schwab
California
$22.1K
Wells Fargo
18
Wells Fargo
California
$19.4K -$13K -12,488 -39%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.6K +$1 +1 +0%
NLP
20
Next Level Private
New York
$16.2K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$16.1K
VF
22
Virtu Financial
New York
$16K +$16.9K +16,298 New
KWM
23
Kingsview Wealth Management
Oregon
$14.5K -$374 -360 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14.1K
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$14K

REFR Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q4 2023, worth a combined $3.29M — down 4.1% from $3.43M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of REFR and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $187K. The largest seller was Millennium Management, cutting an estimated $100K.

  • 34 institutional investors held Research Frontiers (REFR) as of Q4 2023, down from 37 in Q3 2023.
  • Funds reported $3.29M of Research Frontiers stock for Q4 2023, down 4.1% quarter-over-quarter.
  • 3 funds opened new Research Frontiers positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest Research Frontiers buyer in Q4 2023 was Morgan Stanley, an estimated $187K added.
  • The largest Research Frontiers seller in Q4 2023 was Millennium Management, an estimated $100K sold.

Based on aggregated 13F filings for Q4 2023.