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Research Frontiers
REFR

Overview Fund Activity

34 hedge funds and large institutions have $5.45M invested in Research Frontiers in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
13
Closed
4
Calls
$113K
Puts
–
Net Calls
+$113K
Net Calls Change
+$113K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.59M
2
KWM
Kingsview Wealth Management
Oregon
+$89.1K
3
FL
FreeGulliver LLC
Louisiana
+$26K
4
SFA
Sequoia Financial Advisors
Ohio
+$16.7K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$142K
2
WWP
WR Wealth Planners
Missouri
-$80.9K
3
HF
HRT Financial
New York
-$48.9K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$26.4K
5
Renaissance Technologies
Renaissance Technologies
New York
-$22.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.59M +$1.59M +998,672 New
WWP
2
WR Wealth Planners
Missouri
$1.12M -$80.9K -62,200 -7%
BlackRock
3
BlackRock
New York
$791K -$10K -7,696 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$549K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$311K +$4.77K +3,666 +2%
SRC
6
Shufro Rose & Co
New York
$178K -$2.6K -2,000 -1%
State Street
7
State Street
Massachusetts
$137K – – –
Morgan Stanley
8
Morgan Stanley
New York
$116K -$142K -108,857 -55%
KWM
9
Kingsview Wealth Management
Oregon
$108K +$89.1K +68,500 +477%
Renaissance Technologies
10
Renaissance Technologies
New York
$100K -$22.4K -17,256 -18%
Northern Trust
11
Northern Trust
Illinois
$70.2K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$60.7K -$852 -655 -1%
SSA
13
Schonfeld Strategic Advisors
New York
$28.6K -$650 -500 -2%
Millennium Management
14
Millennium Management
New York
$28.5K -$3.1K -2,383 -10%
Charles Schwab
15
Charles Schwab
California
$28.4K – – –
BG
16
Benedetti & Gucer
Georgia
$26K -$18K -13,960 -41%
FL
17
FreeGulliver LLC
Louisiana
$26K +$26K +20,000 New
NLP
18
Next Level Private
New York
$20.8K – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$20.7K – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$18.2K – – –
HF
21
HRT Financial
New York
$18K -$48.9K -38,047 -73%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$18K – – –
SFA
23
Sequoia Financial Advisors
Ohio
$16.7K +$16.7K +12,850 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$16K +$16K +12,000 New
HWM
25
HB Wealth Management
Georgia
$13K – – –
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