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Research Frontiers
REFR

Overview Fund Activity

30 hedge funds and large institutions have $6.99M invested in Research Frontiers in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
9
Closed
4
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$7K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07M
2
KWM
2
Kingsview Wealth Management
Oregon
$424K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$651K
4
WWP
4
WR Wealth Planners
Missouri
$2.06M
5
FIA
5
Foundations Investment Advisors
Arizona
$30.2K

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.62K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
1
WR Wealth Planners
Missouri
$2.06M 941,258 +18,450 +2%
BlackRock
2
BlackRock
New York
$1.33M 608,406 -503 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.07M 488,720 +66,176 +16%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$651K 297,077 +35,472 +14%
KWM
5
Kingsview Wealth Management
Oregon
$424K 193,450 +45,400 +31%
State Street
6
State Street
Massachusetts
$234K 107,023 – –
SRC
7
Shufro Rose & Co
New York
$222K 120,800 – –
UBS Group
8
UBS Group
Switzerland
$190K 86,608 +1,208 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$160K 73,100 -10,700 -13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$120K 54,584 +11,859 +28%
Northern Trust
11
Northern Trust
Illinois
$116K 53,121 -772 -1%
Charles Schwab
12
Charles Schwab
California
$47.9K 21,870 – –
SSA
13
Schonfeld Strategic Advisors
New York
$44.7K 20,400 -500 -2%
FL
14
FreeGulliver LLC
Louisiana
$43.8K 20,000 – –
NLP
15
Next Level Private
New York
$35K 16,000 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$34.9K 15,935 – –
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$32.7K 15,050 +1,050 +8%
FIA
18
Foundations Investment Advisors
Arizona
$30.2K 13,800 +13,800 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$26K 12,000 – –
Millennium Management
20
Millennium Management
New York
$24.6K 11,235 +11,235 New
YIH
21
Y-Intercept (HK)
Hong Kong
$24K 10,965 +10,965 New
TSS
22
Two Sigma Securities
New York
$23K 10,500 -1,540 -13%
HWM
23
HB Wealth Management
Georgia
$21.9K 10,000 – –
Morgan Stanley
24
Morgan Stanley
New York
$8.62K 3,935 -85,422 -96%
TRCT
25
Tower Research Capital (TRC)
New York
$3.82K 1,745 -6,601 -79%
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