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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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$193M 2,752,356 -97,971 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.3M 1,076,413 -21,394 -2%
EPM
3
Equitec Proprietary Markets
Illinois
$72.2M 1,032,037 +350,551 +51%
PAIM
4
Punch & Associates Investment Management
Minnesota
$48.8M 697,367 -47,181 -6%
State Street
5
State Street
Massachusetts
$43.7M 624,924 -23,261 -4%
HRCM
6
Hood River Capital Management
Florida
$35.9M 512,896 +12,823 +3%
RA
7
Royce & Associates
New York
$30M 428,691 +56,802 +15%
SAM
8
Soviero Asset Management
New York
$29.5M 422,000 +2,000 +0.5%
Invesco
9
Invesco
Georgia
$26.8M 382,748 +7,417 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.3M 376,528 +13,491 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.5M 349,768 +10,935 +3%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$21.8M 311,785 -24,680 -7%
LSV Asset Management
13
LSV Asset Management
Illinois
$20.7M 296,412 +108,464 +58%
Morgan Stanley
14
Morgan Stanley
New York
$18.1M 258,583 +86,131 +50%
SCP
15
Steamboat Capital Partners
New York
$16M 229,272 +119,270 +108%
Goldman Sachs
16
Goldman Sachs
New York
$15.3M 218,221 +70,229 +47%
Northern Trust
17
Northern Trust
Illinois
$14.1M 201,145 -4,494 -2%
NC
18
Nokomis Capital
Texas
$12M 171,565 – –
ACH
19
ArrowMark Colorado Holdings
Colorado
$11M 157,526 – –
Principal Financial Group
20
Principal Financial Group
Iowa
$10.8M 154,909 -22,612 -13%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$9.9M 142,980 -30,015 -17%
Charles Schwab
22
Charles Schwab
California
$9.62M 137,453 +15,280 +13%
Victory Capital Management
23
Victory Capital Management
Texas
$8.77M 194,249 +168,935 +667%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$7.59M 108,426 +6,319 +6%
AAM
25
Advisors Asset Management
Colorado
$6.75M 96,429 +38,625 +67%
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