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B. Riley Financial
RILY

Overview Fund Activity

148 hedge funds and large institutions have $582M invested in B. Riley Financial in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 65 reducing their positions, and 22 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.33%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
26
Increased
33
Reduced
65
Closed
22
Calls
$24.2M
Puts
$88.7M
Net Calls
-$64.4M
Net Calls Change
+$2.4M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$12.3M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$8.84M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$13.2M
4
RGC
4
Redwood Grove Capital
California
$16.5M
5
RA
5
Royce & Associates
New York
$26.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$121M
2
EPM
2
Equitec Proprietary Markets
Illinois
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.4K
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$121M 2,624,517 -153,524 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.8M 1,148,872 -21,282 -2%
EPM
3
Equitec Proprietary Markets
Illinois
$51.3M 1,114,985 -131,755 -11%
State Street
4
State Street
Massachusetts
$32.3M 702,518 +793 +0.1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$30.9M 671,676 -6,592 -1%
RA
6
Royce & Associates
New York
$26.2M 569,232 +36,400 +7%
NC
7
Nokomis Capital
Texas
$19.9M 432,028 -31,914 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.9M 367,808 -10,341 -3%
RGC
9
Redwood Grove Capital
California
$16.5M 359,576 +63,402 +21%
Invesco
10
Invesco
Georgia
$15.6M 340,083 -8,785 -3%
LSV Asset Management
11
LSV Asset Management
Illinois
$14.5M 314,776 -28,400 -8%
Marshall Wace
12
Marshall Wace
United Kingdom
$13.2M 287,634 +177,651 +162%
HRCM
13
Hood River Capital Management
Florida
$12.3M 268,532 +268,532 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.8M 256,778 -13,360 -5%
Charles Schwab
15
Charles Schwab
California
$11.4M 248,871 +23,368 +10%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$11.2M 242,725 -4,439 -2%
Northern Trust
17
Northern Trust
Illinois
$8.88M 193,148 -8,290 -4%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$8.84M 192,163 +192,163 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$7.3M 158,670 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.37M 138,536 -2,976 -2%
MVP
21
Miller Value Partners
Florida
$6.08M 132,300 – –
Morgan Stanley
22
Morgan Stanley
New York
$5.26M 114,434 -114,712 -50%
Ameriprise
23
Ameriprise
Minnesota
$4.84M 105,286 +5,997 +6%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$4.5M 97,895 +325 +0.3%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.14M 90,001 -7,064 -7%
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