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Resideo Technologies
REZI

Overview Fund Activity

365 hedge funds and large institutions have $2.48B invested in Resideo Technologies in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
–
Holders Change %
0%
% of All Funds
5.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
96
Reduced
110
Closed
33
Calls
$5.18M
Puts
$1.09M
Net Calls
+$4.09M
Net Calls Change
+$3.78M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$123M
2
Pzena Investment Management
Pzena Investment Management
New York
$15.4M
3
AI
Ariel Investments
Illinois
$258M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$101M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$141M
2
GC
Greenlight Capital
New York
$12M
3
Charles Schwab
Charles Schwab
California
$23.2M
4
Goldman Sachs
Goldman Sachs
New York
$26.6M
5
Capital International Investors
Capital International Investors
California
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$4.08K – – –
SPIA
252
Steward Partners Investment Advisory
New York
$4K -$713 -39 -15%
TWM
253
Tradition Wealth Management
Minnesota
$4K – – –
RFA
254
Register Financial Advisors
Georgia
$3.87K +$3.03K +166 +361%
HNB
255
Huntington National Bank
Ohio
$3.84K -$3.71K -203 -49%
JFA
256
JNBA Financial Advisors
Minnesota
$3.71K – – –
BBHC
257
Brown Brothers Harriman & Co
New York
$3.66K – – –
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$3.66K – – –
HPC
259
HM Payson & Co
Maine
$3.46K – – –
GRP
260
Global Retirement Partners
California
$3.41K -$17 -1 -0.5%
CT
261
Cambridge Trust
Massachusetts
$3.33K – – –
AAS
262
Ameritas Advisory Services
Nebraska
$3.25K +$3.25K +179 New
TIM
263
Thompson Investment Management
Wisconsin
$3.03K +$3.03K +166 New
DIP
264
DT Investment Partners
Pennsylvania
$3.02K – – –
CLOS
265
Compagnie Lombard Odier SCmA
Switzerland
$3.02K – – –
GWS
266
Glassman Wealth Services
Virginia
$3K – – –
BIA
267
Bell Investment Advisors
California
$2.82K +$1.06K +58 +60%
WIM
268
Westside Investment Management
California
$2.47K – – –
LWANC
269
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.38K – – –
AA
270
Ancora Advisors
Ohio
$2.38K -$603 -33 -20%
BLC
271
Brown, Lisle/Cummings
Rhode Island
$2.38K – – –
AWM
272
AllSquare Wealth Management
New York
$2.32K – – –
HS
273
Horan Securities
United States
$2.3K – – –
WT
274
Washington Trust
Rhode Island
$2.29K – – –
CSPAM
275
Cary Street Partners Asset Management
Virginia
$2.21K – – –
9 10
11
12 13