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B. Riley Financial
RILY

Overview Fund Activity

142 hedge funds and large institutions have $328M invested in B. Riley Financial in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 49 closing their positions.

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
53
Reduced
38
Closed
49
Calls
$69.6M
Puts
$156M
Net Calls
-$86.7M
Net Calls Change
-$19M

Top Buyers

1
Invesco
1
Invesco
Georgia
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
BlackRock
3
BlackRock
New York
$60.4M
4
NC
4
Nokomis Capital
Texas
$9.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.7M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
RGC
2
Redwood Grove Capital
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$2.65M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$398K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$60.4M 2,875,473 +265,866 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.2M 1,246,969 +54,850 +5%
Invesco
3
Invesco
Georgia
$22M 1,049,626 +793,699 +310%
EPM
4
Equitec Proprietary Markets
Illinois
$21.1M 1,005,800 -68,205 -6%
State Street
5
State Street
Massachusetts
$18.3M 872,970 +96,438 +12%
RA
6
Royce & Associates
New York
$15.6M 744,497 +170,700 +30%
PAIM
7
Punch & Associates Investment Management
Minnesota
$14.7M 700,485 -75,535 -10%
Morgan Stanley
8
Morgan Stanley
New York
$12.3M 587,184 +462,496 +371%
NC
9
Nokomis Capital
Texas
$9.35M 445,636 +188,925 +74%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$9.32M 444,180 -259,657 -37%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.87M 422,488 +36,736 +10%
Charles Schwab
12
Charles Schwab
California
$6.85M 326,428 +49,973 +18%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$6.11M 290,894 +18,326 +7%
LSV Asset Management
14
LSV Asset Management
Illinois
$5.45M 259,776 -14,900 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.02M 239,191 -26,260 -10%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$4.73M 225,392 +8,813 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.7M 224,004 +186,850 +503%
Northern Trust
18
Northern Trust
Illinois
$4.22M 201,110 +7,989 +4%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$3.81M 181,449 +161,687 +818%
Jane Street
20
Jane Street
New York
$3.34M 159,265 +147,670 +1,274%
Victory Capital Management
21
Victory Capital Management
Texas
$3.29M 156,770 +65,130 +71%
Marshall Wace
22
Marshall Wace
United Kingdom
$3.03M 144,278 -229,670 -61%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.81M 133,952 -3,778 -3%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$2.75M 131,185 +66,100 +102%
Ameriprise
25
Ameriprise
Minnesota
$2.65M 126,364 -457,999 -78%
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