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Research Frontiers

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.

New
Increased
Maintained
Reduced
Closed

5,200% more call options, than puts

Call options by funds: $53K | Put options by funds: $1K

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

44% more capital invested

Capital invested by funds: $5.45M → $7.84M (+$2.39M)

0.53% more ownership

Funds ownership: 11.84%12.37% (+0.53%)

9% less funds holding

Funds holding: 3431 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

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
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$2.05M
WWP
2
WR Wealth Planners
Missouri
$1.7M +$105K +59,970 +7%
BlackRock
3
BlackRock
New York
$1.12M +$623 +356 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$777K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$482K +$39.4K +22,492 +9%
KWM
6
Kingsview Wealth Management
Oregon
$272K +$114K +65,184 +79%
SRC
7
Shufro Rose & Co
New York
$222K -$28.4K -16,200 -12%
State Street
8
State Street
Massachusetts
$197K +$2.45K +1,400 +1%
Morgan Stanley
9
Morgan Stanley
New York
$164K
UBS Group
10
UBS Group
Switzerland
$157K +$136K +77,635 +1,000%
Renaissance Technologies
11
Renaissance Technologies
New York
$154K +$11.7K +6,656 +9%
Northern Trust
12
Northern Trust
Illinois
$99.2K -$194 -111 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$78.6K +$74.8K +42,725 New
Citadel Advisors
14
Citadel Advisors
Florida
$61.5K -$23.2K -13,233 -28%
Charles Schwab
15
Charles Schwab
California
$40.2K
SSA
16
Schonfeld Strategic Advisors
New York
$38.5K -$1.93K -1,100 -5%
FL
17
FreeGulliver LLC
Louisiana
$36.8K
NLP
18
Next Level Private
New York
$29.4K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$29.3K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.8K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$25.8K
TSS
22
Two Sigma Securities
New York
$22.2K +$21.1K +12,040 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$22K
HWM
24
HB Wealth Management
Georgia
$18.4K
TRCT
25
Tower Research Capital (TRC)
New York
$15.4K +$977 +558 +7%

REFR Hedge Fund Activity: Q2 2024 in Review

31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q2 2024, worth a combined $7.84M — up 44% from $5.45M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of REFR and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was UBS Group, adding an estimated $136K. The largest seller was Millennium Management, exiting entirely with an estimated $28.5K sold.

  • 31 institutional investors held Research Frontiers (REFR) as of Q2 2024, down from 34 in Q1 2024.
  • Funds reported $7.84M of Research Frontiers stock for Q2 2024, up 44% quarter-over-quarter.
  • 4 funds opened new Research Frontiers positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest Research Frontiers buyer in Q2 2024 was UBS Group, an estimated $136K added.
  • The largest Research Frontiers seller in Q2 2024 was Millennium Management, an estimated $28.5K sold.

Based on aggregated 13F filings for Q2 2024.