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Research Solutions

26 hedge funds and large institutions have $14.1M invested in Research Solutions in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $13.6M → $14.1M (+$543K)

0.59% less ownership

Funds ownership: 24.15%23.56% (-0.59%)

4% less funds holding

Funds holding: 2726 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$5.12M -$209K -99,513 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69M +$34.4K +16,421 +2%
BA
3
Bard Associates
Illinois
$1.26M -$10.9K -5,200 -0.8%
NIM
4
Needham Investment Management
New York
$1.06M +$94.4K +45,000 +9%
PCM
5
Perritt Capital Management
Illinois
$844K
PAIM
6
Punch & Associates Investment Management
Minnesota
$764K
PL
7
Parthenon LLC
Kentucky
$736K
HCM
8
Hodges Capital Management
Texas
$656K -$348K -166,044 -50%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$553K +$74.2K +35,400 +15%
DAS
10
Dynamic Advisor Solutions
Arizona
$249K +$2.14K +1,019 +0.8%
RI
11
Ridgewood Investments
New Jersey
$232K
OAM
12
Oppenheimer Asset Management
New York
$198K -$53.3K -25,402 -21%
Renaissance Technologies
13
Renaissance Technologies
New York
$160K +$12.5K +5,983 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$137K
BlackRock
15
BlackRock
New York
$81.7K +$2.73K +1,302 +3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$79K
NL
17
Navalign LLC
California
$70.2K -$35.9K -17,124 -33%
Northern Trust
18
Northern Trust
Illinois
$66.5K
GIM
19
Granahan Investment Management
Massachusetts
$54.3K +$11.8K +5,617 +26%
State Street
20
State Street
Massachusetts
$45.8K
CPA
21
Cowen Prime Advisors
New York
$43K -$10.5K -5,000 -20%
Citadel Advisors
22
Citadel Advisors
Florida
$31.8K +$9.41K +4,486 +40%
UBS Group
23
UBS Group
Switzerland
$4.46K +$2.55K +1,218 +122%
Wells Fargo
24
Wells Fargo
California
$283 +$23 +11 +8%
TRCT
25
Tower Research Capital (TRC)
New York
-$1.31K -627 -98%

RSSS Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q1 2023, worth a combined $14.1M — up 4% from $13.6M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of RSSS and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.

The largest buyer was Needham Investment Management, adding an estimated $94.4K. The largest seller was Hodges Capital Management, cutting an estimated $348K.

  • 26 institutional investors held Research Solutions (RSSS) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $14.1M of Research Solutions stock for Q1 2023, up 4% quarter-over-quarter.
  • 0 funds opened new Research Solutions positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest Research Solutions buyer in Q1 2023 was Needham Investment Management, an estimated $94.4K added.
  • The largest Research Solutions seller in Q1 2023 was Hodges Capital Management, an estimated $348K sold.

Based on aggregated 13F filings for Q1 2023.