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B. Riley Financial
RILY

Overview Fund Activity

140 hedge funds and large institutions have $703M invested in B. Riley Financial in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+40
Holders Change %
+40%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
50
Increased
41
Reduced
42
Closed
8
Calls
$16.9M
Puts
$8.59M
Net Calls
+$8.27M
Net Calls Change
+$7.21M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$21.6M
2
OAM
2
Ophir Asset Management
Australia
$17.1M
3
SAM
3
Soviero Asset Management
New York
$28.2M
4
BlackRock
4
BlackRock
New York
$94.8M
5
KCM
5
Kennedy Capital Management
Missouri
$9.19M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$28.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$58.4M
3
JAM
3
Jupiter Asset Management
United Kingdom
$3.58M
4
RA
4
Royce & Associates
New York
$44.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
101
Boothbay Fund Management
New York
$435K 7,716 +7,716 New
William Blair & Company
102
William Blair & Company
Illinois
$432K 7,656 +7,656 New
IA
103
IndexIQ Advisors
New York
$402K 7,131 -4,261 -37%
Citigroup
104
Citigroup
New York
$387K 6,871 +3,010 +78%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$375K 6,636 +6,636 New
CAAS
106
Capital Asset Advisory Services
Michigan
$369K 6,552 +4,675 +249%
AA
107
ALPS Advisors
Colorado
$336K 5,954 +5,954 New
SBIA
108
Sheaff Brock Investment Advisors
Indiana
$327K 5,800 +300 +5%
UBS Group
109
UBS Group
Switzerland
$304K 5,399 +932 +21%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$302K 5,363 -348 -6%
ProShare Advisors
111
ProShare Advisors
Maryland
$302K 5,349 +5,349 New
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$299K 5,300 -3,800 -42%
LGA
113
Lebenthal Global Advisors
New York
$287K 5,094 +5,094 New
FP
114
Foundry Partners
Minnesota
$282K 5,000 +5,000 New
HIS
115
Harvest Investment Services
Illinois
$267K 4,737 +4,737 New
AC
116
Apogem Capital
New York
$258K 4,572 +4,572 New
ASRS
117
Arizona State Retirement System
Arizona
$230K 4,072 +4,072 New
CCG
118
Cypress Capital Group
Florida
$212K 3,768 +3,768 New
SG Americas Securities
119
SG Americas Securities
New York
$184K 3,266 -1,197 -27%
LSV Asset Management
120
LSV Asset Management
Illinois
$174K 3,100 +3,100 New
Morgan Stanley
121
Morgan Stanley
New York
$171K 3,024 -12,491 -81%
GWM
122
Geneos Wealth Management
Colorado
$147K 2,075 – –
Legal & General Group
123
Legal & General Group
United Kingdom
$135K 2,390 +276 +13%
TRCT
124
Tower Research Capital (TRC)
New York
$129K 2,294 +1,551 +209%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$112K 1,984 -161 -8%
2 3 4
5
6