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B. Riley Financial
RILY

Overview Fund Activity

144 hedge funds and large institutions have $372M invested in B. Riley Financial in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 41 closing their positions.

Holders
144
Holders Change
-26
Holders Change %
-15.29%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
52
Reduced
57
Closed
41
Calls
$15.1M
Puts
$81.9M
Net Calls
-$66.8M
Net Calls Change
-$57.7M

Top Buyers

1
RGC
1
Redwood Grove Capital
California
$8.41M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.51M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$3.19M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$2.26M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.12M
2
2C
2
272 Capital
Texas
$0
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.9M 2,778,041 -61,197 -2%
EPM
2
Equitec Proprietary Markets
Illinois
$35.4M 1,246,740 +53,299 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M 1,170,154 +3,828 +0.3%
State Street
4
State Street
Massachusetts
$19.9M 701,725 +30,121 +4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$19.3M 678,268 -7,017 -1%
RA
6
Royce & Associates
New York
$15.1M 532,832 -42,005 -7%
NC
7
Nokomis Capital
Texas
$13.2M 463,942 +63,463 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.7M 378,149 +16,935 +5%
Invesco
9
Invesco
Georgia
$9.9M 348,868 +78,100 +29%
LSV Asset Management
10
LSV Asset Management
Illinois
$9.74M 343,176 -1,300 -0.4%
RGC
11
Redwood Grove Capital
California
$8.41M 296,174 +174,790 +144%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.67M 270,138 +68,668 +34%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$7.02M 247,164 +76,408 +45%
Morgan Stanley
14
Morgan Stanley
New York
$6.51M 229,146 +120,402 +111%
Charles Schwab
15
Charles Schwab
California
$6.4M 225,503 +27,042 +14%
Northern Trust
16
Northern Trust
Illinois
$5.72M 201,438 +1,887 +0.9%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$4.5M 158,670 +158,670 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.02M 141,512 -22,240 -14%
MVP
19
Miller Value Partners
Florida
$3.76M 132,300 +44,800 +51%
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$3.19M 112,307 +92,886 +478%
Marshall Wace
21
Marshall Wace
United Kingdom
$3.12M 109,983 -350,852 -76%
Ameriprise
22
Ameriprise
Minnesota
$2.82M 99,289 +21,003 +27%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$2.77M 97,570 -90 -0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.76M 97,065 -2,086 -2%
KCM
25
Kennedy Capital Management
Missouri
$2.35M 82,940 +29,153 +54%
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