Rafael Holdings
RFL
45 hedge funds and large institutions have $3.96M invested in Rafael Holdings in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.
492% more call options, than puts
Call options by funds: $148K | Put options by funds: $25K
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 42 → 45 (+3)
1.47% more ownership
Funds ownership: 9.56% → 11.03% (+1.5%)
5% less capital invested
Capital invested by funds: $4.18M → $3.96M (-$215K)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$86.1K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$50.1K |
| 3 |
HF
HRT Financial
New York
|
+$44.8K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$33.1K |
| 5 |
Squarepoint
New York
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$423K |
| 2 |
Millennium Management
New York
|
-$53K |
| 3 |
OWIM
Old West Investment Management
Los Angeles,
California
|
-$22.6K |
| 4 |
Two Sigma Investments
New York
|
-$6.59K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$6.09K |
RFL Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q1 2023, worth a combined $3.96M — down 5.1% from $4.18M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RFL positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $86.1K. The largest seller was New York Life Investment Management, exiting entirely with an estimated $423K sold.
- 45 institutional investors held Rafael Holdings (RFL) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $3.96M of Rafael Holdings stock for Q1 2023, down 5.1% quarter-over-quarter.
- 8 funds opened new Rafael Holdings positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest Rafael Holdings buyer in Q1 2023 was Citadel Advisors, an estimated $86.1K added.
- The largest Rafael Holdings seller in Q1 2023 was New York Life Investment Management, an estimated $423K sold.
Based on aggregated 13F filings for Q1 2023.