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B. Riley Financial
RILY

Overview Fund Activity

164 hedge funds and large institutions have $581M invested in B. Riley Financial in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
60
Reduced
59
Closed
24
Calls
$19.5M
Puts
$20.9M
Net Calls
-$1.42M
Net Calls Change
+$13.4M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$6.09M
2
HA
2
Heartland Advisors
Wisconsin
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.76M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.8M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$321K
3
EPM
3
Equitec Proprietary Markets
Illinois
$56.6M
4
2C
4
272 Capital
Texas
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$118M 2,651,003 +21,206 +0.8%
EPM
2
Equitec Proprietary Markets
Illinois
$56.6M 1,271,112 -80,516 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$50.8M 1,142,191 +32,189 +3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$30.1M 675,998 -13,787 -2%
State Street
5
State Street
Massachusetts
$28.4M 638,960 +12,973 +2%
RA
6
Royce & Associates
New York
$21.6M 484,090 -32,249 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.2M 385,486 +16,838 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$15.9M 356,376 -14,300 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.9M 335,459 +2,415 +0.7%
Invesco
10
Invesco
Georgia
$14.3M 320,720 +3,568 +1%
HRCM
11
Hood River Capital Management
Florida
$13M 292,371 -161,182 -36%
NC
12
Nokomis Capital
Texas
$12.9M 288,642 -14,503 -5%
Goldman Sachs
13
Goldman Sachs
New York
$11.7M 262,604 -4,118 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$9.76M 219,221 +47,143 +27%
SAM
15
Soviero Asset Management
New York
$9.08M 215,000 – –
Northern Trust
16
Northern Trust
Illinois
$9.01M 202,428 +155 +0.1%
Charles Schwab
17
Charles Schwab
California
$7.75M 173,996 +19,660 +13%
Victory Capital Management
18
Victory Capital Management
Texas
$7.37M 165,450 -59,215 -26%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$6.42M 144,143 -2,535 -2%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$6.09M 136,810 +136,810 New
Morgan Stanley
21
Morgan Stanley
New York
$5.78M 129,756 -22,171 -15%
AAM
22
Advisors Asset Management
Colorado
$4.89M 109,717 -1,278 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.4M 98,862 -3,499 -3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$4.3M 96,585 +2,735 +3%
BIM
25
Bridgecreek Investment Management
Oklahoma
$4.01M 90,125 +5,465 +6%
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