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B. Riley Financial
RILY

Overview Fund Activity

157 hedge funds and large institutions have $603M invested in B. Riley Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
65
Reduced
43
Closed
17
Calls
$15.6M
Puts
$83.3M
Net Calls
-$67.8M
Net Calls Change
-$3.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.2M
4
HRCM
4
Hood River Capital Management
Florida
$19.3M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
NC
2
Nokomis Capital
Texas
$10.5M
3
RGC
3
Redwood Grove Capital
California
$11.2M
4
Invesco
4
Invesco
Georgia
$10.5M
5
EPM
5
Equitec Proprietary Markets
Illinois
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
101
American Century Companies
Missouri
$327K 7,974 +7,974 New
Comerica Bank
102
Comerica Bank
Texas
$322K 7,848 +7,848 New
VOYA Investment Management
103
VOYA Investment Management
Georgia
$307K 7,501 – –
II
104
Inspire Investing
Idaho
$305K 7,439 +617 +9%
MFG
105
Merit Financial Group
Georgia
$296K 7,229 -582 -7%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$277K 6,772 +4 +0.1%
Millennium Management
107
Millennium Management
New York
$275K 6,718 -2,991 -31%
Allianz Asset Management
108
Allianz Asset Management
Germany
$254K 6,200 +6,200 New
Citigroup
109
Citigroup
New York
$252K 6,158 -6,015 -49%
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$252K 6,139 – –
SEI Investments
111
SEI Investments
Pennsylvania
$248K 6,051 +6,051 New
FC
112
FORA Capital
Florida
$247K 6,036 +6,036 New
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$232K 5,661 – –
Group One Trading
114
Group One Trading
Illinois
$227K 5,547 +5,547 New
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$223K 5,439 – –
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$223K 5,431 -1,297 -19%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$219K 5,340 +30 +0.6%
AQR Capital Management
118
AQR Capital Management
Connecticut
$214K 5,222 +6 +0.1%
PM
119
Precept Management
Texas
$205K 5,000 +5,000 New
Simplex Trading
120
Simplex Trading
Illinois
$203K 4,962 +4,962 New
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$201K 4,913 – –
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$162K 3,953 +2,900 +275%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$152K 3,719 +3,719 New
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$134K 3,279 +1,295 +65%
ACM
125
Aquatic Capital Management
Illinois
$102K 2,500 +2,400 +2,400%
3 4
5
6 7