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Research Solutions
RSSS

28 hedge funds and large institutions have $20.2M invested in Research Solutions in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

12% more funds holding

Funds holding: 25 → 28 (+3)

0.32% more ownership

Funds ownership: 28.73% → 29.04% (+0.32%)

7% less capital invested

Capital invested by funds: $21.6M → $20.2M (-$1.42M)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
+$1.55M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$829K
3
CSC
Cove Street Capital
California
+$713K
4
HCM
Hodges Capital Management
Texas
+$453K
5
Renaissance Technologies
Renaissance Technologies
New York
+$121K

Top Sellers

Rank Fund Capital Flow
1
CPA
Cowen Prime Advisors
New York
-$2.65M
2
SC
Samjo Capital
New York
-$538K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$231K
4
Millennium Management
Millennium Management
New York
-$63.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1
Cove Street Capital
California
$6.18M +$713K +264,749 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5M -$231K -85,859 -8%
SC
3
Samjo Capital
New York
$2.35M -$538K -200,000 -18%
BA
4
Bard Associates
Illinois
$1.63M +$1.55M +576,220 +1,262%
PCM
5
Perritt Capital Management
Illinois
$1.11M +$2.69K +1,000 +0.2%
CPA
6
Cowen Prime Advisors
New York
$1.08M -$2.65M -986,000 -71%
PL
7
Parthenon LLC
Kentucky
$960K – – –
HCM
8
Hodges Capital Management
Texas
$891K +$453K +168,215 +98%
PAIM
9
Punch & Associates Investment Management
Minnesota
$807K +$829K +308,000 New
Russell Investments Group
10
Russell Investments Group
United Kingdom
$564K +$30.1K +11,200 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$351K – – –
RI
12
Ridgewood Investments
New Jersey
$251K +$86.1K +31,991 +50%
Renaissance Technologies
13
Renaissance Technologies
New York
$228K +$121K +45,114 +108%
4FG
14
4Thought Financial Group
New York
$221K – – –
OAM
15
Oppenheimer Asset Management
New York
$202K -$6.99K -2,598 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$174K +$27.1K +10,050 +18%
Millennium Management
17
Millennium Management
New York
$155K -$63.5K -23,599 -28%
DAS
18
Dynamic Advisor Solutions
Arizona
$114K – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$109K -$25.6K -9,501 -18%
BlackRock
20
BlackRock
New York
$108K +$102K +37,829 +1,050%
Northern Trust
21
Northern Trust
Illinois
$86K – – –
NL
22
Navalign LLC
California
$61K – – –
State Street
23
State Street
Massachusetts
$53K +$55.2K +20,507 New
BRWA
24
B. Riley Wealth Advisors
Florida
$38K +$38.1K +14,167 New
TCWM
25
Total Clarity Wealth Management
Illinois
$4K +$4.39K +1,630 New
1
2

RSSS Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q3 2021, worth a combined $20.2M — down 6.6% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSS positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Bard Associates, adding an estimated $1.55M. The largest seller was Cowen Prime Advisors, cutting an estimated $2.65M.

  • 28 institutional investors held Research Solutions (RSSS) as of Q3 2021, up from 25 in Q2 2021.
  • Funds reported $20.2M of Research Solutions stock for Q3 2021, down 6.6% quarter-over-quarter.
  • 5 funds opened new Research Solutions positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Research Solutions buyer in Q3 2021 was Bard Associates, an estimated $1.55M added.
  • The largest Research Solutions seller in Q3 2021 was Cowen Prime Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2021.