REFR icon

Research Frontiers
REFR

Overview Fund Activity

31 hedge funds and large institutions have $7.84M invested in Research Frontiers in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
6
Calls
$53K
Puts
$1K
Net Calls
+$52K
Net Calls Change
-$61K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$157K
2
KWM
2
Kingsview Wealth Management
Oregon
$272K
3
WWP
3
WR Wealth Planners
Missouri
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$78.6K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$482K

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$222K
2
Millennium Management
2
Millennium Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$61.5K
4
HF
4
HRT Financial
New York
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$2.05M 998,672 – –
WWP
2
WR Wealth Planners
Missouri
$1.7M 922,808 +59,970 +7%
BlackRock
3
BlackRock
New York
$1.12M 608,909 +356 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$777K 422,544 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$482K 261,605 +22,492 +9%
KWM
6
Kingsview Wealth Management
Oregon
$272K 148,050 +65,184 +79%
SRC
7
Shufro Rose & Co
New York
$222K 120,800 -16,200 -12%
State Street
8
State Street
Massachusetts
$197K 107,023 +1,400 +1%
Morgan Stanley
9
Morgan Stanley
New York
$164K 89,357 – –
UBS Group
10
UBS Group
Switzerland
$157K 85,400 +77,635 +1,000%
Renaissance Technologies
11
Renaissance Technologies
New York
$154K 83,800 +6,656 +9%
Northern Trust
12
Northern Trust
Illinois
$99.2K 53,893 -111 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$78.6K 42,725 +42,725 New
Citadel Advisors
14
Citadel Advisors
Florida
$61.5K 33,423 -13,233 -28%
Charles Schwab
15
Charles Schwab
California
$40.2K 21,870 – –
SSA
16
Schonfeld Strategic Advisors
New York
$38.5K 20,900 -1,100 -5%
FL
17
FreeGulliver LLC
Louisiana
$36.8K 20,000 – –
NLP
18
Next Level Private
New York
$29.4K 16,000 – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$29.3K 15,935 – –
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$25.8K 14,000 – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$25.8K 14,000 – –
TSS
22
Two Sigma Securities
New York
$22.2K 12,040 +12,040 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$22K 12,000 – –
HWM
24
HB Wealth Management
Georgia
$18.4K 10,000 – –
TRCT
25
Tower Research Capital (TRC)
New York
$15.4K 8,346 +558 +7%
1
2