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B. Riley Financial

141 hedge funds and large institutions have $252M invested in B. Riley Financial in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 33 closing their positions.

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
35
Reduced
50
Closed
33
Calls
$99.8M
Puts
$227M
Net Calls
-$128M
Net Calls Change
-$40.9M
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$59.6M 2,814,291 -61,182 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.5M 1,253,591 +6,622 +0.5%
State Street
3
State Street
Massachusetts
$19.8M 935,340 +62,370 +7%
Invesco
4
Invesco
Georgia
$16.1M 761,407 -288,219 -27%
EPM
5
Equitec Proprietary Markets
Illinois
$15.7M 743,254 -262,546 -26%
PAIM
6
Punch & Associates Investment Management
Minnesota
$12.7M 598,873 -101,612 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.13M 431,452 +8,964 +2%
Charles Schwab
8
Charles Schwab
California
$8.34M 394,125 +67,697 +21%
Morgan Stanley
9
Morgan Stanley
New York
$4.97M 234,666 -352,518 -60%
LSV Asset Management
10
LSV Asset Management
Illinois
$4.96M 234,236 -25,540 -10%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$4.64M 219,007 -71,887 -25%
Northern Trust
12
Northern Trust
Illinois
$4.37M 206,272 +5,162 +3%
Ameriprise
13
Ameriprise
Minnesota
$3.19M 150,841 +24,477 +19%
Citadel Advisors
14
Citadel Advisors
Florida
$3.12M 147,414 +85,240 +137%
NC
15
Nokomis Capital
Texas
$2.79M 131,892 -313,744 -70%
Jane Street
16
Jane Street
New York
$2.76M 130,176 -29,089 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.68M 126,413 -7,539 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.64M 124,832 -114,359 -48%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$2.05M 96,916 +77,937 +411%
UBS Group
20
UBS Group
Switzerland
$1.95M 92,227 +50,820 +123%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$1.94M 91,781 -2,575 -3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.85M 87,533 +87,533 New
Principal Financial Group
23
Principal Financial Group
Iowa
$1.83M 86,596 +255 +0.3%
Simplex Trading
24
Simplex Trading
Illinois
$1.81M 85,542 +85,542 New
SPWM
25
Straight Path Wealth Management
Michigan
$1.63M 77,200 +42,400 +122%