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Rafael Holdings

48 hedge funds and large institutions have $5.33M invested in Rafael Holdings in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $198K | Put options by funds: $38K

12.05% less ownership

Funds ownership: 27.04%14.99% (-12%)

19% less funds holding

Funds holding: 5948 (-11)

47% less capital invested

Capital invested by funds: $9.98M → $5.33M (-$4.66M)

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
48
Holders Change
-11
Holders Change %
-18.64%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
18
Closed
15
Calls
$198K
Puts
$38K
Net Calls
+$160K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$990K -$90.5K -42,899 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$822K -$72.5K -34,380 -7%
Renaissance Technologies
3
Renaissance Technologies
New York
$517K -$170K -80,613 -22%
KBG
4
Kahn Brothers Group
New York
$508K +$3.21K +1,520 +0.5%
NYLIM
5
New York Life Investment Management
New York
$361K +$31.5K +14,938 +8%
BlackRock
6
BlackRock
New York
$339K -$10.4K -4,911 -3%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$256K -$68K -32,246 -18%
Two Sigma Investments
8
Two Sigma Investments
New York
$243K -$94.2K -44,658 -25%
Morgan Stanley
9
Morgan Stanley
New York
$159K -$695K -329,618 -79%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$157K
NCM
11
Nantahala Capital Management
Connecticut
$131K +$114K +53,988 +274%
OWIM
12
Old West Investment Management
California
$110K -$782K -370,821 -86%
BCM
13
Bridgeway Capital Management
Texas
$93K
Millennium Management
14
Millennium Management
New York
$92K -$14.1K -6,704 -11%
MAM
15
Marquette Asset Management
Minnesota
$89K
State Street
16
State Street
Massachusetts
$66K
Northern Trust
17
Northern Trust
Illinois
$55K +$696 +330 +1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$53K
AWS
19
Atria Wealth Solutions
New York
$51K -$9.8K -4,645 -14%
Citadel Advisors
20
Citadel Advisors
Florida
$49K -$170K -80,488 -74%
Marshall Wace
21
Marshall Wace
United Kingdom
$41K -$287K -136,064 -85%
ACA
22
Aptus Capital Advisors
Alabama
$35K +$42K +19,891 New
SS
23
Simplicity Solutions
Minnesota
$19K -$2.92K -1,384 -11%
UBS Group
24
UBS Group
Switzerland
$18K +$17.4K +8,231 +694%
Man Group
25
Man Group
United Kingdom
$18K +$21.4K +10,158 New

RFL Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q3 2022, worth a combined $5.33M — down 47% from $9.98M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RFL and 4 opened new positions — a net loss of 11 holders — while 18 trimmed existing stakes and 6 added.

The largest buyer was Nantahala Capital Management, adding an estimated $114K. The largest seller was J. Goldman & Co, exiting entirely with an estimated $1.47M sold.

  • 48 institutional investors held Rafael Holdings (RFL) as of Q3 2022, down from 59 in Q2 2022.
  • Funds reported $5.33M of Rafael Holdings stock for Q3 2022, down 47% quarter-over-quarter.
  • 4 funds opened new Rafael Holdings positions in Q3 2022 and 15 closed out, a net change of -11 holders.
  • The largest Rafael Holdings buyer in Q3 2022 was Nantahala Capital Management, an estimated $114K added.
  • The largest Rafael Holdings seller in Q3 2022 was J. Goldman & Co, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2022.