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B. Riley Financial
RILY

Overview Fund Activity

142 hedge funds and large institutions have $328M invested in B. Riley Financial in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 49 closing their positions.

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
53
Reduced
38
Closed
49
Calls
$69.6M
Puts
$156M
Net Calls
-$86.7M
Net Calls Change
-$19M

Top Buyers

1
Invesco
1
Invesco
Georgia
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
BlackRock
3
BlackRock
New York
$60.4M
4
NC
4
Nokomis Capital
Texas
$9.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
RGC
2
Redwood Grove Capital
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.65M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$398K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$756K 36,024 +19,874 +123%
SPWM
52
Straight Path Wealth Management
Michigan
$730K 34,800 +16,781 +93%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$720K 34,279 +13,873 +68%
VF
54
Virtu Financial
New York
$713K 33,957 +33,957 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$697K 33,200 -3,900 -11%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$631K 30,081 -10,936 -27%
Millennium Management
57
Millennium Management
New York
$604K 28,771 +22,053 +328%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$569K 27,126 +18,479 +214%
EC
59
EntryPoint Capital
New York
$526K 25,051 +25,051 New
MCM
60
Mork Capital Management
California
$525K 25,000 – –
Nomura Holdings
61
Nomura Holdings
Japan
$522K 24,847 +24,847 New
Goldman Sachs
62
Goldman Sachs
New York
$515K 24,521 -15,524 -39%
XF
63
XML Financial
Maryland
$472K 22,500 -1,357 -6%
OR
64
Olympiad Research
Connecticut
$445K 21,193 +11,522 +119%
PMEF
65
Point72 Middle East FZE
United Arab Emirates
$418K 19,891 +19,891 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$411K 19,574 -3,279 -14%
Prudential Financial
67
Prudential Financial
New Jersey
$405K 19,275 +4 +0%
Nuveen Asset Management
68
Nuveen Asset Management
Illinois
$398K 18,979 -319,649 -94%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$385K 18,343 -700 -4%
II
70
Inspire Investing
Idaho
$374K 17,833 +10,394 +140%
CS
71
Credit Suisse
Switzerland
$374K 17,805 +2,107 +13%
NRD
72
Nebula Research & Development
New York
$367K 17,492 +17,492 New
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$365K 17,384 +462 +3%
EGM
74
Engineers Gate Manager
New York
$348K 16,589 +16,589 New
Canada Life
75
Canada Life
Manitoba, Canada
$315K 15,052 – –
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