Rafael Holdings
RFL
45 hedge funds and large institutions have $4.77M invested in Rafael Holdings in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
2% more funds holding
Funds holding: 44 → 45 (+1)
0.08% more ownership
Funds ownership: 11.74% → 11.83% (+0.08%)
3% less capital invested
Capital invested by funds: $4.92M → $4.77M (-$150K)
72% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$231K |
| 2 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$87.4K |
| 3 |
Cerity Partners
New York
|
+$87K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$58.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$133K |
| 2 |
AI
Acuitas Investments
Seattle,
Washington
|
-$106K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$86.2K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$39.7K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$15.7K |
RFL Hedge Fund Activity: Q1 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Rafael Holdings (RFL) for Q1 2024, worth a combined $4.77M — down 3% from $4.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RFL positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 18 trimmed.
The largest buyer was Vanguard Group, adding an estimated $231K. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $133K sold.
- 45 institutional investors held Rafael Holdings (RFL) as of Q1 2024, up from 44 in Q4 2023.
- Funds reported $4.77M of Rafael Holdings stock for Q1 2024, down 3% quarter-over-quarter.
- 3 funds opened new Rafael Holdings positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest Rafael Holdings buyer in Q1 2024 was Vanguard Group, an estimated $231K added.
- The largest Rafael Holdings seller in Q1 2024 was Nantahala Capital Management, an estimated $133K sold.
Based on aggregated 13F filings for Q1 2024.