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Research Solutions

31 hedge funds and large institutions have $32.3M invested in Research Solutions in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $24.2M → $32.3M (+$8.17M)

7% more funds holding

Funds holding: 2931 (+2)

2.93% more ownership

Funds ownership: 28.49%31.42% (+2.9%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$10.9M -$225K -78,220 -2%
NIM
2
Needham Investment Management
New York
$6.36M +$2.12M +737,500 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.69M +$548K +190,681 +20%
BA
4
Bard Associates
Illinois
$1.96M +$21.8K +7,595 +1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$1.43M +$95K +33,063 +8%
PCM
6
Perritt Capital Management
Illinois
$1.28M -$3.07K -1,067 -0.3%
PL
7
Parthenon LLC
Kentucky
$1.16M
HCM
8
Hodges Capital Management
Texas
$1M -$445K -154,990 -33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$870K -$500 -174 -0.1%
EIM
10
Essex Investment Management
Massachusetts
$561K +$510K +177,389 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$513K +$6.83K +2,378 +1%
RI
12
Ridgewood Investments
New Jersey
$395K
DAS
13
Dynamic Advisor Solutions
Arizona
$384K -$19.7K -6,870 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$329K +$76.2K +26,511 +34%
OAM
15
Oppenheimer Asset Management
New York
$317K -$9.41K -3,274 -3%
4FG
16
4Thought Financial Group
New York
$266K
BlackRock
17
BlackRock
New York
$201K -$4.48K -1,560 -2%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$124K
LCM
19
Legato Capital Management
California
$110K +$100K +34,872 New
Northern Trust
20
Northern Trust
Illinois
$103K +$1.55K +541 +2%
GIM
21
Granahan Investment Management
Massachusetts
$97.2K
State Street
22
State Street
Massachusetts
$79.7K
Jane Street
23
Jane Street
New York
$69.6K +$63.3K +22,020 New
GRIM
24
Greenhaven Road Investment Management
Connecticut
$63.1K -$16.4K -5,717 -22%
Charles Schwab
25
Charles Schwab
California
$57.1K

RSSS Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q1 2024, worth a combined $32.3M — up 34% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSS positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.12M. The largest seller was Hodges Capital Management, cutting an estimated $445K.

  • 31 institutional investors held Research Solutions (RSSS) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $32.3M of Research Solutions stock for Q1 2024, up 34% quarter-over-quarter.
  • 5 funds opened new Research Solutions positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest Research Solutions buyer in Q1 2024 was Needham Investment Management, an estimated $2.12M added.
  • The largest Research Solutions seller in Q1 2024 was Hodges Capital Management, an estimated $445K sold.

Based on aggregated 13F filings for Q1 2024.