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Rafael Holdings
RFL

33 hedge funds and large institutions have $4.58M invested in Rafael Holdings in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.62M → $4.58M (+$961K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.71% less ownership

Funds ownership: 10.72% → 10.01% (-0.71%)

23% less funds holding

Funds holding: 43 → 33 (-10)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$51.8K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$44.7K
3
Cerity Partners
Cerity Partners
New York
+$39.7K
4
AI
Acuitas Investments
Washington
+$26.6K
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.44K

Top Sellers

Rank Fund Capital Flow
1
OWIM
Old West Investment Management
California
-$146K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$120K
3
Citadel Advisors
Citadel Advisors
Florida
-$43.5K
4
Millennium Management
Millennium Management
New York
-$22.3K
5
AWS
Atria Wealth Solutions
New York
-$21.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$429 – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$101 +$16 +11 +26%
HI
28
Harbour Investments
Wisconsin
$97 – – –
FFA
29
Farther Finance Advisors
California
$97 +$76 +51 New
QC
30
Quent Capital
New York
$2 – – –
OWIM
31
Old West Investment Management
California
– -$146K -103,156 Closed
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
– -$120K -84,283 Closed
Citadel Advisors
33
Citadel Advisors
Florida
– -$43.5K -30,639 Closed
Millennium Management
34
Millennium Management
New York
– -$22.3K -15,729 Closed
AWS
35
Atria Wealth Solutions
New York
– -$21.6K -15,190 Closed
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
– -$2.88K -2,028 Closed
NFSG
37
Newbridge Financial Services Group
Florida
– -$2.16K -1,521 Closed
Simplex Trading
38
Simplex Trading
Illinois
– -$2K -1,516 Closed
TWC
39
TD Waterhouse Canada
Ontario, Canada
– -$286 -203 Closed
HWM
40
Hemington Wealth Management
Virginia
– +$19 +13 New
1
2

RFL Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q3 2024, worth a combined $4.58M — up 27% from $3.62M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RFL and 2 opened new positions — a net loss of 9 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $51.8K. The largest seller was Old West Investment Management, exiting entirely with an estimated $146K sold.

  • 33 institutional investors held Rafael Holdings (RFL) as of Q3 2024, down from 43 in Q2 2024.
  • Funds reported $4.58M of Rafael Holdings stock for Q3 2024, up 27% quarter-over-quarter.
  • 2 funds opened new Rafael Holdings positions in Q3 2024 and 11 closed out, a net change of -9 holders.
  • The largest Rafael Holdings buyer in Q3 2024 was Osaic Holdings, an estimated $51.8K added.
  • The largest Rafael Holdings seller in Q3 2024 was Old West Investment Management, an estimated $146K sold.

Based on aggregated 13F filings for Q3 2024.