Rafael Holdings
RFL
37 hedge funds and large institutions have $3.94M invested in Rafael Holdings in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more funds holding
Funds holding: 33 → 37 (+4)
0.09% more ownership
Funds ownership: 10.01% → 10.1% (+0.09%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
14% less capital invested
Capital invested by funds: $4.58M → $3.94M (-$641K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$50.4K |
| 2 |
Goldman Sachs
New York
|
+$26.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.1K |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.4K |
| 5 |
BlackRock
New York
|
+$9.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
-$546K |
| 2 |
KBG
Kahn Brothers Group
New York
|
-$190K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.45K |
| 4 |
Two Sigma Investments
New York
|
-$1.48K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $1.38K | -$572 | -305 | -26% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $927 | -$1.1K | -589 | -51% |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $365 | – | – | – |
|
29
JP Morgan Chase
New York
| $83 | -$4 | -2 | -4% |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $83 | – | – | – |
|
31
Citigroup
New York
| $2 | -$589 | -314 | -100% |
|
|
QC
32
Quent Capital
New York
| $2 | – | – | – |
|
|
AI
33
Acuitas Investments
Seattle,
Washington
| – | -$546K | -285,602 | Closed |
|
|
FFA
34
Farther Finance Advisors
San Francisco,
California
| – | -$97 | -51 | Closed |
|
|
C
35
Covestor
London,
United Kingdom
| – | +$2 | +1 | +14% |
|
|
FIA
36
FNY Investment Advisers
New York
| – | +$189 | +101 | New |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$238 | +127 | New |
|
38
Simplex Trading
Chicago,
Illinois
| – | +$762 | +406 | New |
|
RFL Hedge Fund Activity: Q4 2024 in Review
37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q4 2024, worth a combined $3.94M — down 14% from $4.58M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RFL positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $50.4K. The largest seller was Acuitas Investments, exiting entirely with an estimated $546K sold.
- 37 institutional investors held Rafael Holdings (RFL) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $3.94M of Rafael Holdings stock for Q4 2024, down 14% quarter-over-quarter.
- 7 funds opened new Rafael Holdings positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest Rafael Holdings buyer in Q4 2024 was Geode Capital Management, an estimated $50.4K added.
- The largest Rafael Holdings seller in Q4 2024 was Acuitas Investments, an estimated $546K sold.
Based on aggregated 13F filings for Q4 2024.