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Research Solutions

25 hedge funds and large institutions have $19.1M invested in Research Solutions in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

0.07% less ownership

Funds ownership: 29.04%28.98% (-0.07%)

6% less capital invested

Capital invested by funds: $20.2M → $19.1M (-$1.17M)

11% less funds holding

Funds holding: 2825 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$5.7M -$110K -44,281 -2%
SC
2
Samjo Capital
New York
$3.15M +$942K +380,000 +42%
BA
3
Bard Associates
Illinois
$1.52M -$12.4K -5,000 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.47M -$883K -356,500 -37%
CPA
5
Cowen Prime Advisors
New York
$1.24M +$224K +90,500 +22%
PCM
6
Perritt Capital Management
Illinois
$1.11M +$70.9K +28,600 +7%
PAIM
7
Punch & Associates Investment Management
Minnesota
$935K +$178K +72,000 +23%
PL
8
Parthenon LLC
Kentucky
$901K
HCM
9
Hodges Capital Management
Texas
$837K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$477K +$149K +59,985 +45%
RI
11
Ridgewood Investments
New Jersey
$284K +$48.8K +19,676 +21%
OAM
12
Oppenheimer Asset Management
New York
$281K +$92.4K +37,289 +48%
4FG
13
4Thought Financial Group
New York
$207K
Renaissance Technologies
14
Renaissance Technologies
New York
$185K -$29.7K -12,000 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$165K
DAS
16
Dynamic Advisor Solutions
Arizona
$121K +$14.6K +5,890 +14%
NL
17
Navalign LLC
California
$118K +$60.8K +24,530 +105%
BlackRock
18
BlackRock
New York
$105K +$2.69K +1,085 +3%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$103K
Northern Trust
20
Northern Trust
Illinois
$81K
State Street
21
State Street
Massachusetts
$50K
UBS Group
22
UBS Group
Switzerland
$11K +$11.7K +4,725 New
TCWM
23
Total Clarity Wealth Management
Illinois
$7K +$3.04K +1,229 +75%
CWS
24
Confluence Wealth Services
Pennsylvania
$5K +$5.45K +2,201 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
-$564K -218,100 Closed

RSSS Hedge Fund Activity: Q4 2021 in Review

25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q4 2021, worth a combined $19.1M — down 5.8% from $20.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RSSS and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Samjo Capital, adding an estimated $942K. The largest seller was Vanguard Group, cutting an estimated $883K.

  • 25 institutional investors held Research Solutions (RSSS) as of Q4 2021, down from 28 in Q3 2021.
  • Funds reported $19.1M of Research Solutions stock for Q4 2021, down 5.8% quarter-over-quarter.
  • 2 funds opened new Research Solutions positions in Q4 2021 and 5 closed out, a net change of -3 holders.
  • The largest Research Solutions buyer in Q4 2021 was Samjo Capital, an estimated $942K added.
  • The largest Research Solutions seller in Q4 2021 was Vanguard Group, an estimated $883K sold.

Based on aggregated 13F filings for Q4 2021.