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Research Solutions

29 hedge funds and large institutions have $24.2M invested in Research Solutions in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $20.3M → $24.2M (+$3.86M)

0% more funds holding

Funds holding: 2929 (0)

0.11% less ownership

Funds ownership: 28.59%28.49% (-0.11%)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$9.13M -$112K -45,745 -1%
NIM
2
Needham Investment Management
New York
$3.31M +$1.28M +525,000 +70%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54M +$6.1K +2,497 +0.3%
BA
4
Bard Associates
Illinois
$1.6M -$27.3K -11,175 -2%
HCM
5
Hodges Capital Management
Texas
$1.23M +$758K +309,980 +191%
PAIM
6
Punch & Associates Investment Management
Minnesota
$1.09M +$83K +33,937 +9%
PCM
7
Perritt Capital Management
Illinois
$1.06M -$35.4K -14,500 -3%
PL
8
Parthenon LLC
Kentucky
$952K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$716K +$81 +33 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$416K +$169K +69,258 +76%
DAS
11
Dynamic Advisor Solutions
Arizona
$353K -$2.19K -898 -0.7%
RI
12
Ridgewood Investments
New Jersey
$325K +$23K +9,400 +8%
OAM
13
Oppenheimer Asset Management
New York
$269K +$741 +303 +0.3%
4FG
14
4Thought Financial Group
New York
$219K +$206K +84,185 New
Renaissance Technologies
15
Renaissance Technologies
New York
$202K +$11.2K +4,600 +6%
BlackRock
16
BlackRock
New York
$170K +$46.9K +19,201 +42%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$102K
Northern Trust
18
Northern Trust
Illinois
$83.5K +$15 +6 +0%
GIM
19
Granahan Investment Management
Massachusetts
$80K +$1.96K +801 +3%
GRIM
20
Greenhaven Road Investment Management
Connecticut
$66.8K
State Street
21
State Street
Massachusetts
$65.5K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$61.6K +$17.5K +7,155 +43%
SM
23
Samjo Management
New York
$52K +$48.9K +20,000 New
Charles Schwab
24
Charles Schwab
California
$47K
Citadel Advisors
25
Citadel Advisors
Florida
$26.5K +$24.9K +10,197 New

RSSS Hedge Fund Activity: Q4 2023 in Review

29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q4 2023, worth a combined $24.2M — up 19% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RSSS positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $1.28M. The largest seller was First Dallas Securities, exiting entirely with an estimated $387K sold.

  • 29 institutional investors held Research Solutions (RSSS) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $24.2M of Research Solutions stock for Q4 2023, up 19% quarter-over-quarter.
  • 4 funds opened new Research Solutions positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Research Solutions buyer in Q4 2023 was Needham Investment Management, an estimated $1.28M added.
  • The largest Research Solutions seller in Q4 2023 was First Dallas Securities, an estimated $387K sold.

Based on aggregated 13F filings for Q4 2023.