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B. Riley Financial
RILY

Overview Fund Activity

197 hedge funds and large institutions have $977M invested in B. Riley Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 32 closing their positions.

Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
31
Increased
72
Reduced
68
Closed
32
Calls
$14.2M
Puts
$16.6M
Net Calls
-$2.37M
Net Calls Change
-$27.8M

Top Buyers

1
EPM
1
Equitec Proprietary Markets
Illinois
$72.2M
2
SCP
2
Steamboat Capital Partners
New York
$16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.77M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$4.73M
3
BlackRock
3
BlackRock
New York
$193M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.64M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
Capital Impact Advisors
Massachusetts
$426K -$611K -8,725 -59%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$417K -$14K -200 -3%
CCA
128
Cadent Capital Advisors
Oklahoma
$413K +$224K +3,200 +119%
GCP
129
GSA Capital Partners
United Kingdom
$379K +$379K +5,423 New
JIP
130
Jaffetilchin Investment Partners
Florida
$379K +$379K +8,046 New
RJA
131
Raymond James & Associates
Florida
$369K -$321K -4,588 -47%
MPCG
132
Matrix Private Capital Group
New York
$362K +$362K +5,180 New
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$357K – – –
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$349K +$349K +5,000 New
LPL Financial
135
LPL Financial
California
$340K -$197K -2,811 -37%
CI Investments Inc
136
CI Investments Inc
Ontario, Canada
$340K +$203K +2,900 +148%
GC
137
Guggenheim Capital
Illinois
$334K -$6.51K -93 -2%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$321K +$127K +1,815 +65%
ProShare Advisors
139
ProShare Advisors
Maryland
$305K -$39.1K -558 -11%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$304K +$5.57K +77 +2%
Simplex Trading
141
Simplex Trading
Illinois
$303K -$629K -9,017 -67%
CCG
142
Cypress Capital Group
Florida
$291K – – –
ASRS
143
Arizona State Retirement System
Arizona
$287K +$981 +14 +0.3%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$286K – – –
SPC
145
Sigma Planning Corp
Michigan
$269K +$71.4K +1,019 +36%
OQS
146
Occudo Quantitative Strategies
Florida
$257K -$220K -3,152 -46%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$245K – – –
PAG
148
Private Advisor Group
New Jersey
$242K +$44.3K +635 +22%
ECM
149
Everence Capital Management
Indiana
$234K +$234K +3,350 New
DFCM
150
Dark Forest Capital Management
Puerto Rico
$233K +$132K +1,886 +130%
4 5
6
7 8