We are live on ! Find out more
RELX icon

RELX
RELX

396 hedge funds and large institutions have $2.88B invested in RELX in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 25

213% more call options, than puts

Call options by funds: $535K | Put options by funds: $171K

30% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 116

29% more capital invested

Capital invested by funds: $2.23B → $2.88B (+$656M)

14% more funds holding

Funds holding: 347 → 396 (+49)

0.36% more ownership

Funds ownership: 3.5% → 3.86% (+0.36%)

Holders
396
Holders Change
+49
Holders Change %
+14.12%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
81
Increased
151
Reduced
116
Closed
25
Calls
$535K
Puts
$171K
Net Calls
+$364K
Net Calls Change
+$307K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$203M
2
Optiver Holding
Optiver Holding
Netherlands
+$20.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$20.3M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
HF
HRT Financial
New York
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$26.9M
2
Capital International Investors
Capital International Investors
California
-$26.9M
3
Bank of America
Bank of America
North Carolina
-$15.6M
4
Invesco
Invesco
Georgia
-$7.68M
5
Renaissance Technologies
Renaissance Technologies
New York
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
376
Coppell Advisory Solutions
Texas
$3.25K +$3.02K +82 New
HIA
377
Harbor Investment Advisory
Maryland
$2.46K – – –
GWMIA
378
Global Wealth Management Investment Advisory
Florida
$2.38K +$2.21K +60 New
EC
379
EntryPoint Capital
New York
$2.22K +$2.06K +56 New
IHWM
380
Iron Horse Wealth Management
Iowa
$2.18K – – –
AAP
381
Arax Advisory Partners
Colorado
$2.11K – – –
BCM
382
Bourgeon Capital Management
Connecticut
$2.1K +$773 +21 +66%
HBW
383
Hazlett, Burt & Watson
West Virginia
$2K – – –
M
384
MOTCO
Texas
$1.86K – – –
BHWM
385
Beaird Harris Wealth Management
Texas
$1.82K +$1.69K +46 New
IRC
386
Investors Research Corp
Georgia
$1.82K – – –
AWM
387
Abound Wealth Management
Tennessee
$1.75K +$74 +2 +5%
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59K +$1.47K +40 New
AWM
389
Avior Wealth Management
Nebraska
$1.55K +$1.44K +39 New
FWM
390
Focused Wealth Management
New York
$1.48K – – –
LFG
391
Larson Financial Group
Missouri
$1.07K +$994 +27 New
TFA
392
Transamerica Financial Advisors
Florida
$1K – – –
CAM
393
ClariVest Asset Management
California
$945 +$884 +24 New
KFI
394
Key Financial Inc
Pennsylvania
$833 – – –
MHR
395
Matthew Hamilton Rosenberg
$714 – – –
BWM
396
Baystate Wealth Management
Massachusetts
$565 – – –
AT
397
Arlington Trust
Alabama
– -$3.02M -89,591 Closed
SFI
398
Susquehanna Fundamental Investments
Pennsylvania
– -$2.92M -86,561 Closed
First Trust Advisors
399
First Trust Advisors
Illinois
– -$917K -27,215 Closed
SFO
400
Stokes Family Office
Louisiana
– -$466K -13,823 Closed
13 14 15
16
17

RELX Hedge Fund Activity: Q4 2023 in Review

396 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RELX (RELX) for Q4 2023, worth a combined $2.88B — up 29% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new RELX positions and 25 closed out — a net gain of 56 holders — while 151 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was Lazard Asset Management, cutting an estimated $26.9M.

  • 396 institutional investors held RELX (RELX) as of Q4 2023, up from 347 in Q3 2023.
  • Funds reported $2.88B of RELX stock for Q4 2023, up 29% quarter-over-quarter.
  • 81 funds opened new RELX positions in Q4 2023 and 25 closed out, a net change of +56 holders.
  • The largest RELX buyer in Q4 2023 was Morgan Stanley, an estimated $203M added.
  • The largest RELX seller in Q4 2023 was Lazard Asset Management, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2023.