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B. Riley Financial
RILY

Overview Fund Activity

157 hedge funds and large institutions have $603M invested in B. Riley Financial in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
65
Reduced
43
Closed
17
Calls
$15.6M
Puts
$83.3M
Net Calls
-$67.8M
Net Calls Change
-$3.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.9M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.2M
4
HRCM
4
Hood River Capital Management
Florida
$19.3M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
NC
2
Nokomis Capital
Texas
$10.5M
3
RGC
3
Redwood Grove Capital
California
$11.2M
4
Invesco
4
Invesco
Georgia
$10.5M
5
EPM
5
Equitec Proprietary Markets
Illinois
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$107M 2,609,607 -14,910 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.9M 1,192,119 +43,247 +4%
EPM
3
Equitec Proprietary Markets
Illinois
$44M 1,074,005 -40,980 -4%
State Street
4
State Street
Massachusetts
$31.8M 776,532 +74,014 +11%
PAIM
5
Punch & Associates Investment Management
Minnesota
$31.8M 776,020 +104,344 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$28.9M 703,837 +702,473 +51,501%
Ameriprise
7
Ameriprise
Minnesota
$24M 584,363 +479,077 +455%
RA
8
Royce & Associates
New York
$23.5M 573,797 +4,565 +0.8%
HRCM
9
Hood River Capital Management
Florida
$19.3M 471,202 +202,670 +75%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.8M 385,752 +17,944 +5%
Marshall Wace
11
Marshall Wace
United Kingdom
$15.3M 373,948 +86,314 +30%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$13.9M 338,628 +95,903 +40%
Charles Schwab
13
Charles Schwab
California
$11.3M 276,455 +27,584 +11%
LSV Asset Management
14
LSV Asset Management
Illinois
$11.3M 274,676 -40,100 -13%
RGC
15
Redwood Grove Capital
California
$11.2M 273,567 -86,009 -24%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$11.2M 272,568 +272,524 +619,373%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$10.9M 265,451 +8,673 +3%
NC
18
Nokomis Capital
Texas
$10.5M 256,711 -175,317 -41%
Invesco
19
Invesco
Georgia
$10.5M 255,927 -84,156 -25%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$8.88M 216,579 +24,416 +13%
Northern Trust
21
Northern Trust
Illinois
$7.92M 193,121 -27 -0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.65M 137,730 -806 -0.6%
Morgan Stanley
23
Morgan Stanley
New York
$5.11M 124,688 +10,254 +9%
KCM
24
Kennedy Capital Management
Missouri
$4.9M 119,632 +72,247 +152%
MVP
25
Miller Value Partners
Florida
$4.73M 115,300 -17,000 -13%
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