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Research Solutions
RSSS

27 hedge funds and large institutions have $14.4M invested in Research Solutions in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 26 → 27 (+1)

2% more capital invested

Capital invested by funds: $14.1M → $14.4M (+$284K)

0.14% less ownership

Funds ownership: 23.56% → 23.42% (-0.14%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hodges Capital Management
Texas
+$321K
2
GRIM
Greenhaven Road Investment Management
Connecticut
+$51.1K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$44.1K
4
Charles Schwab
Charles Schwab
California
+$37.9K
5
NIM
Needham Investment Management
New York
+$15.7K

Top Sellers

1
CSC
Cove Street Capital
California
-$398K
2
Renaissance Technologies
Renaissance Technologies
New York
-$21K
3
NL
Navalign LLC
California
-$6.04K
4
UBS Group
UBS Group
Switzerland
-$2.56K
5
Northern Trust
Northern Trust
Illinois
-$2.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1
Cove Street Capital
California
$4.81M -$398K -189,554 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71M +$3.83K +1,823 +0.2%
BA
3
Bard Associates
Illinois
$1.28M +$420 +200 +0%
NIM
4
Needham Investment Management
New York
$1.09M +$15.7K +7,500 +1%
HCM
5
Hodges Capital Management
Texas
$976K +$321K +152,714 +90%
PCM
6
Perritt Capital Management
Illinois
$857K – – –
PAIM
7
Punch & Associates Investment Management
Minnesota
$775K – – –
PL
8
Parthenon LLC
Kentucky
$747K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$562K +$365 +174 +0.1%
DAS
10
Dynamic Advisor Solutions
Arizona
$263K +$9.83K +4,685 +4%
RI
11
Ridgewood Investments
New Jersey
$236K – – –
OAM
12
Oppenheimer Asset Management
New York
$201K – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$182K +$44.1K +21,034 +31%
Renaissance Technologies
14
Renaissance Technologies
New York
$142K -$21K -10,018 -13%
BlackRock
15
BlackRock
New York
$97.9K +$15.4K +7,326 +18%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$80K – – –
Northern Trust
17
Northern Trust
Illinois
$65.5K -$2.04K -973 -3%
NL
18
Navalign LLC
California
$65.4K -$6.04K -2,876 -8%
GIM
19
Granahan Investment Management
Massachusetts
$62.2K +$7.27K +3,465 +13%
GRIM
20
Greenhaven Road Investment Management
Connecticut
$51K +$51.1K +24,367 New
State Street
21
State Street
Massachusetts
$46.5K – – –
CPA
22
Cowen Prime Advisors
New York
$40.8K – – –
Charles Schwab
23
Charles Schwab
California
$36.9K +$37.9K +18,069 New
Citadel Advisors
24
Citadel Advisors
Florida
$32.5K +$212 +101 +0.6%
UBS Group
25
UBS Group
Switzerland
$2.04K -$2.56K -1,218 -55%
1
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RSSS Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q2 2023, worth a combined $14.4M — up 2% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RSSS positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $321K. The largest seller was Cove Street Capital, cutting an estimated $398K.

  • 27 institutional investors held Research Solutions (RSSS) as of Q2 2023, up from 26 in Q1 2023.
  • Funds reported $14.4M of Research Solutions stock for Q2 2023, up 2% quarter-over-quarter.
  • 2 funds opened new Research Solutions positions in Q2 2023 and 1 closed out, a net change of +1 holder.
  • The largest Research Solutions buyer in Q2 2023 was Hodges Capital Management, an estimated $321K added.
  • The largest Research Solutions seller in Q2 2023 was Cove Street Capital, an estimated $398K sold.

Based on aggregated 13F filings for Q2 2023.