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Rafael Holdings

53 hedge funds and large institutions have $39.6M invested in Rafael Holdings in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 40.67%40.72% (+0.05%)

4% less funds holding

Funds holding: 5553 (-2)

8% less capital invested

Capital invested by funds: $43.3M → $39.6M (-$3.63M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$6.96M +$290K +31,842 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.49M +$96.2K +10,546 +2%
NCM
3
Nantahala Capital Management
Connecticut
$3.71M
NM
4
Newtyn Management
New York
$3.57M +$694K +76,050 +21%
OWIM
5
Old West Investment Management
California
$3.57M +$418K +45,817 +12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.48M
KBG
7
Kahn Brothers Group
New York
$2.67M -$11.1K -1,215 -0.4%
BlackRock
8
BlackRock
New York
$1.64M -$256K -28,076 -12%
SAM
9
Silphium Asset Management
United Kingdom
$1.33M
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$1.05M -$8.15K -894 -0.7%
VNB
11
Virginia National Bank
Virginia
$925K +$1.02M +111,668 New
APCM
12
Arbiter Partners Capital Management
New York
$867K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$568K +$438 +48 +0.1%
QOP
14
Quinn Opportunity Partners
Virginia
$437K +$481K +52,799 New
Invesco
15
Invesco
Georgia
$423K +$27.8K +3,048 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$396K +$4.62K +507 +1%
Millennium Management
17
Millennium Management
New York
$371K +$121K +13,238 +42%
Deutsche Bank
18
Deutsche Bank
Germany
$325K -$15.5K -1,699 -4%
Northern Trust
19
Northern Trust
Illinois
$263K -$155 -17 -0.1%
MCM
20
Matarin Capital Management
New York
$221K -$4.72K -518 -2%
ECM
21
Element Capital Management
New York
$219K -$190K -20,785 -44%
PPA
22
Parametric Portfolio Associates
Washington
$210K -$19.1K -2,089 -8%
PAM
23
Panagora Asset Management
Massachusetts
$188K -$160K -17,562 -44%
HK
24
Horizon Kinetics
New York
$171K -$18.5K -2,028 -9%
Walleye Trading
25
Walleye Trading
New York
$168K +$185K +20,309 New

RFL Hedge Fund Activity: Q3 2018 in Review

53 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q3 2018, worth a combined $39.6M — down 8.4% from $43.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RFL and 8 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 11 added.

The largest buyer was Newtyn Management, adding an estimated $694K. The largest seller was Paloma Partners, exiting entirely with an estimated $355K sold.

  • 53 institutional investors held Rafael Holdings (RFL) as of Q3 2018, down from 55 in Q2 2018.
  • Funds reported $39.6M of Rafael Holdings stock for Q3 2018, down 8.4% quarter-over-quarter.
  • 8 funds opened new Rafael Holdings positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest Rafael Holdings buyer in Q3 2018 was Newtyn Management, an estimated $694K added.
  • The largest Rafael Holdings seller in Q3 2018 was Paloma Partners, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2018.