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Rafael Holdings
RFL

Overview Fund Activity

45 hedge funds and large institutions have $3.96M invested in Rafael Holdings in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
12
Closed
5
Calls
$148K
Puts
$25K
Net Calls
+$123K
Net Calls Change
+$86K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$160K
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$39K
3
HF
3
HRT Financial
New York
$34K
4
Charles Schwab
4
Charles Schwab
California
$25.7K
5
Squarepoint
5
Squarepoint
New York
$22.6K

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$656K
3
Millennium Management
3
Millennium Management
New York
$77K
4
OWIM
4
Old West Investment Management
California
$78.6K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
26
Cubist Systematic Strategies
Connecticut
$15.9K 10,284 +10,284 New
Bank of America
27
Bank of America
North Carolina
$14.7K 9,489 -45 -0.5%
Morgan Stanley
28
Morgan Stanley
New York
$8.87K 5,720 -1,086 -16%
CG
29
Cutler Group
California
$8K 5,500 – –
OIA
30
Optimum Investment Advisors
Illinois
$6.2K 4,000 – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.1K 2,000 – –
UBS Group
32
UBS Group
Switzerland
$2.91K 1,877 -2,581 -58%
Wells Fargo
33
Wells Fargo
California
$2.52K 1,623 +1 +0.1%
MAM
34
Meeder Asset Management
Ohio
$2.5K 1,612 -530 -25%
NFSG
35
Newbridge Financial Services Group
Florida
$2.33K 1,500 – –
PP
36
PFS Partners
New Jersey
$2.25K 1,450 – –
Citigroup
37
Citigroup
New York
$1.55K 1,001 +1,000 +100,000%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1K 375 – –
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$634 409 +409 New
Deutsche Bank
40
Deutsche Bank
Germany
$504 325 – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$248 160 – –
HI
42
Harbour Investments
Wisconsin
$78 50 – –
QC
43
Quent Capital
New York
$2 1 -9 -90%
NYLIM
44
New York Life Investment Management
New York
– – -225,990 Closed
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
– – -439 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– – -335 Closed
IA
47
IFP Advisors
Florida
– – -100 Closed
SPIA
48
Steward Partners Investment Advisory
New York
– – -65 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$0 6 – –
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3