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Research Solutions

34 hedge funds and large institutions have $31.5M invested in Research Solutions in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 3134 (+3)

3.93% more ownership

Funds ownership: 31.42%35.34% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $32.3M → $31.5M (-$884K)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$71.2K +$7.67K +2,700 +11%
Charles Schwab
27
Charles Schwab
California
$46.1K
SWM
28
Spire Wealth Management
Virginia
$29.8K +$33.2K +11,692 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$22.9K +$25.6K +9,000 New
TRCT
30
Tower Research Capital (TRC)
New York
$16.5K +$15.5K +5,469 +547%
UBS Group
31
UBS Group
Switzerland
$5.29K -$5.83K -2,054 -50%
Bank of America
32
Bank of America
North Carolina
$446 +$497 +175 New
JP Morgan Chase
33
JP Morgan Chase
New York
$181 +$17 +6 +9%
Jane Street
34
Jane Street
New York
-$69.6K -22,020 Closed
Wells Fargo
35
Wells Fargo
California
-$521 -165 Closed

RSSS Hedge Fund Activity: Q2 2024 in Review

34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q2 2024, worth a combined $31.5M — down 2.7% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSS positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.02M. The largest seller was Cove Street Capital, cutting an estimated $2.3M.

  • 34 institutional investors held Research Solutions (RSSS) as of Q2 2024, up from 31 in Q1 2024.
  • Funds reported $31.5M of Research Solutions stock for Q2 2024, down 2.7% quarter-over-quarter.
  • 5 funds opened new Research Solutions positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Research Solutions buyer in Q2 2024 was Needham Investment Management, an estimated $2.02M added.
  • The largest Research Solutions seller in Q2 2024 was Cove Street Capital, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.