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Research Solutions
RSSS

23 hedge funds and large institutions have $16.7M invested in Research Solutions in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more ownership

Funds ownership: 28.98% → 28.98% (+0%)

8% less funds holding

Funds holding: 25 → 23 (-2)

12% less capital invested

Capital invested by funds: $19.1M → $16.7M (-$2.34M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$555K
2
CSC
Cove Street Capital
California
+$197K
3
HCM
Hodges Capital Management
Texas
+$43.9K
4
SC
Samjo Capital
New York
+$43.9K
5
DAS
Dynamic Advisor Solutions
Arizona
+$20.4K

Top Sellers

Rank Fund Capital Flow
1
CPA
Cowen Prime Advisors
New York
-$551K
2
Renaissance Technologies
Renaissance Technologies
New York
-$75.5K
3
TCWM
Total Clarity Wealth Management
Illinois
-$7K
4
CWS
Confluence Wealth Services
Pennsylvania
-$5K
5
UBS Group
UBS Group
Switzerland
-$4.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1
Cove Street Capital
California
$5.13M +$197K +89,896 +4%
SC
2
Samjo Capital
New York
$2.77M +$43.9K +20,000 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.81M +$555K +252,932 +42%
BA
4
Bard Associates
Illinois
$1.31M -$439 -200 -0%
PCM
5
Perritt Capital Management
Illinois
$982K +$17.6K +8,000 +2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$809K – – –
PL
7
Parthenon LLC
Kentucky
$780K – – –
HCM
8
Hodges Capital Management
Texas
$767K +$43.9K +20,000 +6%
CPA
9
Cowen Prime Advisors
New York
$537K -$551K -251,000 -50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$413K – – –
RI
11
Ridgewood Investments
New Jersey
$246K – – –
OAM
12
Oppenheimer Asset Management
New York
$243K -$808 -368 -0.3%
4FG
13
4Thought Financial Group
New York
$179K – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$143K – – –
DAS
15
Dynamic Advisor Solutions
Arizona
$125K +$20.4K +9,271 +19%
NL
16
Navalign LLC
California
$93K – – –
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$89K – – –
BlackRock
18
BlackRock
New York
$87K -$4.29K -1,953 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$86K -$75.5K -34,400 -46%
Northern Trust
20
Northern Trust
Illinois
$70K +$362 +165 +0.5%
State Street
21
State Street
Massachusetts
$44K – – –
UBS Group
22
UBS Group
Switzerland
$5K -$4.68K -2,133 -45%
TCWM
23
Total Clarity Wealth Management
Illinois
– -$7K -2,859 Closed
CWS
24
Confluence Wealth Services
Pennsylvania
– -$5K -2,201 Closed
Wells Fargo
25
Wells Fargo
California
– +$2 +1 +0.9%

RSSS Hedge Fund Activity: Q1 2022 in Review

23 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q1 2022, worth a combined $16.7M — down 12% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of RSSS and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Vanguard Group, adding an estimated $555K. The largest seller was Cowen Prime Advisors, cutting an estimated $551K.

  • 23 institutional investors held Research Solutions (RSSS) as of Q1 2022, down from 25 in Q4 2021.
  • Funds reported $16.7M of Research Solutions stock for Q1 2022, down 12% quarter-over-quarter.
  • 0 funds opened new Research Solutions positions in Q1 2022 and 2 closed out, a net change of -2 holders.
  • The largest Research Solutions buyer in Q1 2022 was Vanguard Group, an estimated $555K added.
  • The largest Research Solutions seller in Q1 2022 was Cowen Prime Advisors, an estimated $551K sold.

Based on aggregated 13F filings for Q1 2022.