RILY icon

B. Riley Financial
RILY

Overview Fund Activity

144 hedge funds and large institutions have $372M invested in B. Riley Financial in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 41 closing their positions.

Holders
144
Holders Change
-26
Holders Change %
-15.29%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
52
Reduced
57
Closed
41
Calls
$15.1M
Puts
$81.9M
Net Calls
-$66.8M
Net Calls Change
-$57.7M

Top Buyers

1
RGC
1
Redwood Grove Capital
California
$8.41M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.51M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$3.19M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.26M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.12M
2
2C
2
272 Capital
Texas
$0
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$697K 24,545 +4,720 +24%
Prudential Financial
52
Prudential Financial
New Jersey
$682K 15,690 -550 -3%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$650K 22,881 +22,881 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$649K 22,853 -5,032 -18%
SPWM
55
Straight Path Wealth Management
Michigan
$642K 22,600 +500 +2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$611K 21,534 -277 -1%
MCM
57
Mork Capital Management
California
$582K 20,500 – –
GCP
58
GSA Capital Partners
United Kingdom
$579K 20,391 +20,391 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$554K 19,499 +5,523 +40%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$481K 16,947 -183 -1%
William Blair & Company
61
William Blair & Company
Illinois
$475K 16,744 -4,768 -22%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$461K 16,240 -1,920 -11%
JIP
63
Jaffetilchin Investment Partners
Florida
$454K 15,981 +9,556 +149%
Macquarie Group
64
Macquarie Group
Australia
$451K 15,900 – –
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$450K 15,862 -556 -3%
Canada Life
66
Canada Life
Manitoba, Canada
$444K 15,676 -102 -0.6%
HWAM
67
Hennion & Walsh Asset Management
New Jersey
$428K 15,087 -214 -1%
AFA
68
Alta Fundamental Advisers
New York
$426K 15,000 – –
Deutsche Bank
69
Deutsche Bank
Germany
$422K 14,880 +5,244 +54%
TPSF
70
Texas Permanent School Fund
Texas
$404K 14,220 +3,459 +32%
Wells Fargo
71
Wells Fargo
California
$403K 14,206 +6,213 +78%
CS
72
Credit Suisse
Switzerland
$388K 13,664 +1,047 +8%
KWM
73
Kingsview Wealth Management
Oregon
$381K 13,433 +13,433 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$363K 12,794 -2,600 -17%
Osaic Holdings
75
Osaic Holdings
Arizona
$336K 11,847 -664 -5%
1 2
3
4 5