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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$50.4K
2
Goldman Sachs
Goldman Sachs
New York
+$26.3K
3
Osaic Holdings
Osaic Holdings
Arizona
+$19.1K
4
State Street
State Street
Massachusetts
+$15.4K
5
BlackRock
BlackRock
New York
+$9.61K

Top Sellers

Rank Fund Capital Flow
1
AI
Acuitas Investments
Washington
-$546K
2
KBG
Kahn Brothers Group
New York
-$190K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.45K
4
Two Sigma Investments
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16M -$5.45K -2,905 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$558K – – –
PLC
3
Peapod Lane Capital
New York
$553K +$638K +339,912 New
BlackRock
4
BlackRock
New York
$342K +$9.61K +5,123 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$288K +$50.4K +26,864 +18%
KBG
6
Kahn Brothers Group
New York
$277K -$190K -101,537 -37%
Renaissance Technologies
7
Renaissance Technologies
New York
$120K +$3.92K +2,090 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$104K +$19.1K +10,176 +19%
Cerity Partners
9
Cerity Partners
New York
$89.1K -$951 -507 -1%
BCM
10
Bridgeway Capital Management
Texas
$85.2K – – –
MAM
11
Marquette Asset Management
Minnesota
$81.3K – – –
State Street
12
State Street
Massachusetts
$76.5K +$15.4K +8,218 +21%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$49K – – –
Northern Trust
14
Northern Trust
Illinois
$42.5K -$889 -474 -2%
Two Sigma Investments
15
Two Sigma Investments
New York
$39.4K -$1.48K -789 -3%
Goldman Sachs
16
Goldman Sachs
New York
$22.8K +$26.3K +13,999 New
FM
17
Family Management
New York
$16.5K – – –
Morgan Stanley
18
Morgan Stanley
New York
$9.17K +$137 +73 +1%
OIA
19
Optimum Investment Advisors
Illinois
$6.6K – – –
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.73K – – –
OIAM
21
OFI Invest Asset Management
France
$3.19K +$3.8K +2,028 New
Wells Fargo
22
Wells Fargo
California
$3.08K +$2.09K +1,115 +144%
NFSG
23
Newbridge Financial Services Group
Florida
$2.48K +$2.85K +1,521 New
PP
24
PFS Partners
New Jersey
$2.39K – – –
UBS Group
25
UBS Group
Switzerland
$1.86K +$356 +190 +20%
1
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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.