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B. Riley Financial
RILY

Overview Fund Activity

200 hedge funds and large institutions have $1.22B invested in B. Riley Financial in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 30 closing their positions.

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
46
Increased
65
Reduced
64
Closed
30
Calls
$35M
Puts
$9.6M
Net Calls
+$25.4M
Net Calls Change
+$19.7M

Top Buyers

1
Invesco
1
Invesco
Georgia
$33.4M
2
SAM
2
Soviero Asset Management
New York
$37.3M
3
2C
3
272 Capital
Texas
$12.1M
4
PCM
4
Portolan Capital Management
Massachusetts
$8.62M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$16.7M

Top Sellers

1
BRF
1
B. Riley Financial
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$965K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$97.6M
5
Northern Trust
5
Northern Trust
Illinois
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$253M 2,850,327 -553 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.6M 1,097,807 -59,867 -5%
PAIM
3
Punch & Associates Investment Management
Minnesota
$66.2M 744,548 -37,890 -5%
EPM
4
Equitec Proprietary Markets
Illinois
$60.6M 681,486 -24,217 -3%
State Street
5
State Street
Massachusetts
$57.6M 648,185 +17,039 +3%
HRCM
6
Hood River Capital Management
Florida
$44.4M 500,073 -3,410 -0.7%
SAM
7
Soviero Asset Management
New York
$37.3M 420,000 +160,000 +62%
Invesco
8
Invesco
Georgia
$33.4M 375,331 +194,293 +107%
RA
9
Royce & Associates
New York
$33M 371,889 -29,878 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.3M 363,037 +61,805 +21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.1M 338,833 -8,716 -3%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$29.9M 336,465 -13,361 -4%
Northern Trust
13
Northern Trust
Illinois
$18.3M 205,639 -44,139 -18%
LSV Asset Management
14
LSV Asset Management
Illinois
$16.7M 187,948 +64,761 +53%
Principal Financial Group
15
Principal Financial Group
Iowa
$15.8M 177,521 +20,424 +13%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$15.4M 172,995 -7,403 -4%
Morgan Stanley
17
Morgan Stanley
New York
$15.3M 172,452 +34,456 +25%
NC
18
Nokomis Capital
Texas
$15.2M 171,565 – –
JAM
19
Jupiter Asset Management
United Kingdom
$14.8M 166,957 +7,385 +5%
ACH
20
ArrowMark Colorado Holdings
Colorado
$14M 157,526 -19,999 -11%
Goldman Sachs
21
Goldman Sachs
New York
$13.2M 147,992 +227 +0.2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$12.6M 141,327 +4,231 +3%
2C
23
272 Capital
Texas
$12.1M 136,706 +136,706 New
Charles Schwab
24
Charles Schwab
California
$10.9M 122,173 +602 +0.5%
AA
25
Ancora Advisors
Ohio
$10.3M 116,303 +1,076 +0.9%
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