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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DIG
151
DeepCurrents Investment Group
New York
– -$551K -13,448 Closed
PCM
152
Prelude Capital Management
New York
– -$531K -12,966 Closed
William Blair & Company
153
William Blair & Company
Illinois
– -$505K -12,329 Closed
LPL Financial
154
LPL Financial
California
– -$481K -11,732 Closed
JIP
155
Jaffetilchin Investment Partners
Florida
– -$468K -11,411 Closed
FHB
156
First Hawaiian Bank
Hawaii
– -$460K -11,217 Closed
OWIM
157
Old West Investment Management
California
– -$452K -11,038 Closed
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$452K -11,037 Closed
KWM
159
Kingsview Wealth Management
Oregon
– -$440K -10,744 Closed
LIM
160
Leavell Investment Management
Alabama
– -$439K -10,700 Closed
Wolverine Trading
161
Wolverine Trading
Illinois
– -$380K -9,261 Closed
Franklin Resources
162
Franklin Resources
California
– -$358K -8,733 Closed
CAM
163
Cresset Asset Management
Illinois
– -$354K -8,637 Closed
LSERS
164
Louisiana State Employees Retirement System
Louisiana
– -$344K -8,400 Closed
HBWM
165
Hollow Brook Wealth Management
New York
– -$337K -8,212 Closed
YCM
166
Yousif Capital Management
Michigan
– -$336K -8,190 Closed
VOYA Investment Management
167
VOYA Investment Management
Georgia
– -$307K -7,501 Closed
MFG
168
Merit Financial Group
Georgia
– -$296K -7,229 Closed
Janus Henderson Group
169
Janus Henderson Group
United Kingdom
– -$277K -6,772 Closed
MSRPS
170
Maryland State Retirement & Pension System
Maryland
– -$252K -6,139 Closed
SEI Investments
171
SEI Investments
Pennsylvania
– -$248K -6,051 Closed
FC
172
FORA Capital
Florida
– -$247K -6,036 Closed
Group One Trading
173
Group One Trading
Illinois
– -$227K -5,547 Closed
State Board of Administration of Florida Retirement System
174
State Board of Administration of Florida Retirement System
Florida
– -$219K -5,340 Closed
AQR Capital Management
175
AQR Capital Management
Connecticut
– -$214K -5,222 Closed
4 5 6
7
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