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Resources Connection

162 hedge funds and large institutions have $424M invested in Resources Connection in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $131K | Put options by funds: $47K

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

0.46% more ownership

Funds ownership: 83.84%84.3% (+0.46%)

4% less capital invested

Capital invested by funds: $443M → $424M (-$19.2M)

7% less funds holding

Funds holding: 174162 (-12)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
162
Holders Change
-12
Holders Change %
-6.9%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
65
Reduced
55
Closed
21
Calls
$131K
Puts
$47K
Net Calls
+$84K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.6M -$2.14M -136,429 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.5M -$363K -23,085 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.8M -$329K -20,963 -0.9%
RA
4
Royce & Associates
New York
$33.2M +$2.08M +132,088 +6%
PCM
5
Palisade Capital Management
New Jersey
$21.4M +$2.59K +165 +0%
State Street
6
State Street
Massachusetts
$18.2M -$107K -6,829 -0.6%
First Trust Advisors
7
First Trust Advisors
Illinois
$14.8M +$4.38M +278,883 +39%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$10.8M +$3.64M +231,940 +47%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$10.5M +$3.11M +198,023 +39%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.2M +$355K +22,572 +3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$8.28M +$2.54M +161,632 +41%
Charles Schwab
12
Charles Schwab
California
$7.98M +$506K +32,235 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.96M -$33.2K -2,114 -0.4%
Invesco
14
Invesco
Georgia
$7.21M +$401K +25,554 +6%
Northern Trust
15
Northern Trust
Illinois
$6.09M -$37.2K -2,365 -0.6%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$6.06M +$335K +21,339 +6%
HCM
17
Horrell Capital Management
Arkansas
$6.05M
Renaissance Technologies
18
Renaissance Technologies
New York
$5.05M +$792K +50,400 +17%
Morgan Stanley
19
Morgan Stanley
New York
$4.94M +$384K +24,471 +8%
APC
20
Alpine Peaks Capital
New York
$4.12M +$660K +42,000 +18%
Citadel Advisors
21
Citadel Advisors
Florida
$3.75M +$1.06M +67,308 +36%
EF
22
Empowered Funds
Pennsylvania
$3.45M +$144K +9,155 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.25M +$1.28M +81,350 +60%
Ameriprise
24
Ameriprise
Minnesota
$3.21M +$256K +16,267 +8%
Bank of America
25
Bank of America
North Carolina
$3.08M +$689K +43,880 +27%

RGP Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Resources Connection (RGP) for Q3 2023, worth a combined $424M — down 4.3% from $443M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RGP and 10 opened new positions — a net loss of 11 holders — while 55 trimmed existing stakes and 65 added.

The largest buyer was First Trust Advisors, adding an estimated $4.38M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $5.05M.

  • 162 institutional investors held Resources Connection (RGP) as of Q3 2023, down from 174 in Q2 2023.
  • Funds reported $424M of Resources Connection stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 10 funds opened new Resources Connection positions in Q3 2023 and 21 closed out, a net change of -11 holders.
  • The largest Resources Connection buyer in Q3 2023 was First Trust Advisors, an estimated $4.38M added.
  • The largest Resources Connection seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2023.