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Research Solutions
RSSS

29 hedge funds and large institutions have $20.3M invested in Research Solutions in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

41% more capital invested

Capital invested by funds: $14.4M → $20.3M (+$5.9M)

7% more funds holding

Funds holding: 27 → 29 (+2)

5.17% more ownership

Funds ownership: 23.42% → 28.59% (+5.2%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSC
Cove Street Capital
California
+$2.66M
2
NIM
Needham Investment Management
New York
+$483K
3
FDS
First Dallas Securities
Texas
+$344K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$297K
5
KPWS
Kestra Private Wealth Services
Texas
+$54.5K

Top Sellers

1
HCM
Hodges Capital Management
Texas
-$354K
2
NL
Navalign LLC
California
-$65.4K
3
Citadel Advisors
Citadel Advisors
Florida
-$32.5K
4
BA
Bard Associates
Illinois
-$9.04K
5
BlackRock
BlackRock
New York
-$4.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1
Cove Street Capital
California
$8.15M +$2.66M +1,200,350 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.44M +$297K +133,927 +16%
NIM
3
Needham Investment Management
New York
$1.85M +$483K +217,500 +41%
BA
4
Bard Associates
Illinois
$1.56M -$9.04K -4,075 -0.6%
PCM
5
Perritt Capital Management
Illinois
$1.05M +$2.22K +1,000 +0.2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$962K +$10.2K +4,600 +1%
PL
7
Parthenon LLC
Kentucky
$916K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$688K -$55 -25 -0%
HCM
9
Hodges Capital Management
Texas
$407K -$354K -159,395 -49%
FDS
10
First Dallas Securities
Texas
$387K +$344K +154,990 New
DAS
11
Dynamic Advisor Solutions
Arizona
$323K +$1.15K +520 +0.4%
RI
12
Ridgewood Investments
New Jersey
$289K – – –
OAM
13
Oppenheimer Asset Management
New York
$258K +$11K +4,977 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$224K +$3.04K +1,371 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$182K +$7.76K +3,500 +5%
BlackRock
16
BlackRock
New York
$115K -$4.21K -1,897 -4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$97K – – –
Northern Trust
18
Northern Trust
Illinois
$80.2K – – –
GIM
19
Granahan Investment Management
Massachusetts
$74.9K -$1.12K -503 -2%
State Street
20
State Street
Massachusetts
$62.3K +$5.33K +2,400 +11%
KPWS
21
Kestra Private Wealth Services
Texas
$61.4K +$54.5K +24,577 New
SC
22
Samjo Capital
New York
$50K +$44.4K +20,000 New
Charles Schwab
23
Charles Schwab
California
$44.6K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$40.8K +$36.7K +16,529 New
UBS Group
25
UBS Group
Switzerland
$2.5K – – –
1
2

RSSS Hedge Fund Activity: Q3 2023 in Review

29 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q3 2023, worth a combined $20.3M — up 41% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSS positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Cove Street Capital, adding an estimated $2.66M. The largest seller was Hodges Capital Management, cutting an estimated $354K.

  • 29 institutional investors held Research Solutions (RSSS) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $20.3M of Research Solutions stock for Q3 2023, up 41% quarter-over-quarter.
  • 5 funds opened new Research Solutions positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest Research Solutions buyer in Q3 2023 was Cove Street Capital, an estimated $2.66M added.
  • The largest Research Solutions seller in Q3 2023 was Hodges Capital Management, an estimated $354K sold.

Based on aggregated 13F filings for Q3 2023.