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Research Solutions
RSSS

37 hedge funds and large institutions have $33.9M invested in Research Solutions in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 34 → 37 (+3)

8% more capital invested

Capital invested by funds: $31.5M → $33.9M (+$2.41M)

2.8% more ownership

Funds ownership: 35.34% → 38.14% (+2.8%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$978K
2
LCG
Luxor Capital Group
New York
+$531K
3
NIM
Needham Investment Management
New York
+$404K
4
DFA
DHK Financial Advisors
New Hampshire
+$320K
5
PAIM
Punch & Associates Investment Management
Minnesota
+$242K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$65.9K
2
CSC
Cove Street Capital
California
-$43.7K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.9K
4
RI
Ridgewood Investments
New Jersey
-$13.5K
5
TRCT
Tower Research Capital (TRC)
New York
-$13.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1
Needham Investment Management
New York
$7.85M +$404K +150,000 +6%
CSC
2
Cove Street Capital
California
$7.12M -$43.7K -16,215 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.19M – – –
PAIM
4
Punch & Associates Investment Management
Minnesota
$1.92M +$242K +89,676 +15%
EIM
5
Essex Investment Management
Massachusetts
$1.83M +$4.73K +1,757 +0.3%
BA
6
Bard Associates
Illinois
$1.71M +$22.8K +8,455 +1%
PCM
7
Perritt Capital Management
Illinois
$1.1M -$6.74K -2,502 -0.6%
PL
8
Parthenon LLC
Kentucky
$1,000K – – –
LPL Financial
9
LPL Financial
California
$992K +$978K +363,309 New
LCG
10
Luxor Capital Group
New York
$979K +$531K +197,346 +122%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$926K -$972 -361 -0.1%
HCM
12
Hodges Capital Management
Texas
$858K -$9.48K -3,520 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$651K +$171K +63,581 +36%
LCM
14
Legato Capital Management
California
$625K – – –
DAS
15
Dynamic Advisor Solutions
Arizona
$511K +$40.3K +14,950 +9%
OAM
16
Oppenheimer Asset Management
New York
$369K -$4.64K -1,724 -1%
Renaissance Technologies
17
Renaissance Technologies
New York
$338K +$17.9K +6,646 +6%
RI
18
Ridgewood Investments
New Jersey
$327K -$13.5K -5,000 -4%
DFA
19
DHK Financial Advisors
New Hampshire
$324K +$320K +118,761 New
4FG
20
4Thought Financial Group
New York
$230K – – –
BlackRock
21
BlackRock
New York
$177K +$13.3K +4,935 +8%
GIM
22
Granahan Investment Management
Massachusetts
$121K +$28K +10,400 +31%
WPC
23
White Pine Capital
Minnesota
$121K +$119K +44,148 New
HighTower Advisors
24
HighTower Advisors
Illinois
$105K – – –
Northern Trust
25
Northern Trust
Illinois
$103K – – –
1
2

RSSS Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q3 2024, worth a combined $33.9M — up 7.7% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSSS positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $978K. The largest seller was Citadel Advisors, cutting an estimated $65.9K.

  • 37 institutional investors held Research Solutions (RSSS) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $33.9M of Research Solutions stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 5 funds opened new Research Solutions positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest Research Solutions buyer in Q3 2024 was LPL Financial, an estimated $978K added.
  • The largest Research Solutions seller in Q3 2024 was Citadel Advisors, an estimated $65.9K sold.

Based on aggregated 13F filings for Q3 2024.