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339 hedge funds and large institutions have $2.27B invested in RELX in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $2.16B → $2.27B (+$113M)

5% more funds holding

Funds holding: 324339 (+15)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

0.09% more ownership

Funds ownership: 3.5%3.59% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27K

Holders
339
Holders Change
+15
Holders Change %
+4.63%
% of All Funds
5.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
129
Reduced
120
Closed
24
Calls
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$10.9K
CWP
302
Concord Wealth Partners
Virginia
$10.8K
KFP
303
KB Financial Partners
New Jersey
$10K
SVCP
304
Silicon Valley Capital Partners
California
$9.63K +$9.27K +288 New
SS
305
Sunbelt Securities
Texas
$8.69K
PMFA
306
Plante Moran Financial Advisors
Michigan
$8.36K
BBHC
307
Brown Brothers Harriman & Co
New York
$8.32K -$12.8K -397 -61%
SWM
308
Sugarloaf Wealth Management
Georgia
$8.32K
CWC
309
Carolinas Wealth Consulting
North Carolina
$7.79K +$354 +11 +5%
CPG
310
Cornerstone Planning Group
New Jersey
$7.25K +$6.99K +217 New
BWM
311
Baystate Wealth Management
Massachusetts
$6.18K +$64 +2 +1%
CMP
312
Coston McIsaac & Partners
Maine
$6K
GKIM
313
GW&K Investment Management
Massachusetts
$6K +$5.73K +178 New
PWMG
314
Prestige Wealth Management Group
New Jersey
$5.75K
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$5.32K
HFS
316
Hantz Financial Services
Michigan
$5K
TFGT
317
TS Financial Group (TSFG)
Illinois
$5K +$4.57K +142 New
HWM
318
HighMark Wealth Management
Minnesota
$4.93K
CSC
319
Caldwell Sutter Capital
California
$3.81K +$3.67K +114 New
QC
320
Quent Capital
New York
$3.58K
IFAM
321
Institutional & Family Asset Management
Colorado
$3.38K
WP
322
WealthPLAN Partners
Nebraska
$3.08K +$2.96K +92 New
Simplex Trading
323
Simplex Trading
Illinois
$3K +$2.99K +93 New
M
324
MOTCO
Texas
$2.64K +$2.54K +79 New
BIA
325
Bell Investment Advisors
California
$2.61K -$612 -19 -20%