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Research Frontiers

30 hedge funds and large institutions have $7.06M invested in Research Frontiers in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $22K | Put options by funds: $11K

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2.75% more ownership

Funds ownership: 9.58%12.32% (+2.7%)

1% more capital invested

Capital invested by funds: $6.99M → $7.06M (+$75.8K)

0% more funds holding

Funds holding: 3030 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
4
Calls
$22K
Puts
$11K
Net Calls
+$11K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.71M +$1.95M +998,672 New
WWP
2
WR Wealth Planners
Missouri
$1.63M +$18K +9,200 +1%
BlackRock
3
BlackRock
New York
$1.04M +$2.97K +1,517 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$836K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$507K -$1.13K -578 -0.2%
KWM
6
Kingsview Wealth Management
Oregon
$311K -$22.8K -11,634 -6%
SRC
7
Shufro Rose & Co
New York
$200K -$7.83K -4,000 -3%
State Street
8
State Street
Massachusetts
$181K -$2.74K -1,400 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$168K +$48.9K +24,969 +34%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$146K +$60.1K +30,705 +56%
Northern Trust
11
Northern Trust
Illinois
$88.7K -$2.4K -1,227 -2%
Charles Schwab
12
Charles Schwab
California
$37.4K
SSA
13
Schonfeld Strategic Advisors
New York
$34.9K
FL
14
FreeGulliver LLC
Louisiana
$34.2K
Raymond James Financial
15
Raymond James Financial
Florida
$28.1K +$32.2K +16,435 New
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$25.7K
FIA
17
Foundations Investment Advisors
Arizona
$23.6K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$21K
HWM
19
HB Wealth Management
Georgia
$17.1K
Bank of America
20
Bank of America
North Carolina
$7.24K +$6.92K +3,535 +507%
Morgan Stanley
21
Morgan Stanley
New York
$6.73K
TRCT
22
Tower Research Capital (TRC)
New York
$5.8K +$3.23K +1,650 +95%
NA
23
NewEdge Advisors
Louisiana
$3.37K +$3.86K +1,972 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.9K -$4 -2 -0.2%
UBS Group
25
UBS Group
Switzerland
$1.38K -$168K -85,802 -99%

REFR Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Research Frontiers (REFR) for Q4 2024, worth a combined $7.06M — up 1.1% from $6.99M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new REFR positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.95M. The largest seller was UBS Group, cutting an estimated $168K.

  • 30 institutional investors held Research Frontiers (REFR) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $7.06M of Research Frontiers stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 5 funds opened new Research Frontiers positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Research Frontiers buyer in Q4 2024 was Focus Partners Wealth, an estimated $1.95M added.
  • The largest Research Frontiers seller in Q4 2024 was UBS Group, an estimated $168K sold.

Based on aggregated 13F filings for Q4 2024.