Research Solutions
RSSS
29 hedge funds and large institutions have $24.2M invested in Research Solutions in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
19% more capital invested
Capital invested by funds: $20.3M → $24.2M (+$3.86M)
0% more funds holding
Funds holding: 29 → 29 (0)
0.11% less ownership
Funds ownership: 28.59% → 28.49% (-0.11%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $14.9K | +$11.6K | +4,740 | +474% |
|
27
Wells Fargo
San Francisco,
California
| $416 | +$22 | +9 | +6% |
|
28
JP Morgan Chase
New York
| $304 | +$210 | +86 | +277% |
|
29
Bank of America
Charlotte,
North Carolina
| $34 | +$32 | +13 | New |
|
|
FDS
30
First Dallas Securities
Dallas,
Texas
| – | -$387K | -154,990 | Closed |
|
|
KPWS
31
Kestra Private Wealth Services
Austin,
Texas
| – | -$61.4K | -24,577 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$1.49K | -594 | Closed |
|
RSSS Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q4 2023, worth a combined $24.2M — up 19% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RSSS positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Needham Investment Management, adding an estimated $1.28M. The largest seller was First Dallas Securities, exiting entirely with an estimated $387K sold.
- 29 institutional investors held Research Solutions (RSSS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $24.2M of Research Solutions stock for Q4 2023, up 19% quarter-over-quarter.
- 4 funds opened new Research Solutions positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Research Solutions buyer in Q4 2023 was Needham Investment Management, an estimated $1.28M added.
- The largest Research Solutions seller in Q4 2023 was First Dallas Securities, an estimated $387K sold.
Based on aggregated 13F filings for Q4 2023.