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Research Solutions

48 hedge funds and large institutions have $56.8M invested in Research Solutions in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

68% more capital invested

Capital invested by funds: $33.9M → $56.8M (+$22.9M)

30% more funds holding

Funds holding: 3748 (+11)

4.01% more ownership

Funds ownership: 38.14%42.15% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1
Needham Investment Management
New York
$12M +$15.8K +5,000 +0.2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.67M +$5.14M +1,626,944 +231%
CSC
3
Cove Street Capital
California
$7.32M -$2.66M -842,214 -32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.95M +$79.4K +25,126 +2%
BA
5
Bard Associates
Illinois
$2.69M +$71.4K +22,596 +4%
EIM
6
Essex Investment Management
Massachusetts
$2.47M -$239K -75,491 -11%
HCM
7
Hodges Capital Management
Texas
$2.13M +$634K +200,480 +64%
LCG
8
Luxor Capital Group
New York
$2.07M +$445K +140,760 +39%
PL
9
Parthenon LLC
Kentucky
$1.63M +$82.2K +26,000 +7%
PCM
10
Perritt Capital Management
Illinois
$1.56M -$81.5K -25,798 -6%
LPL Financial
11
LPL Financial
California
$1.46M -$36.5K -11,550 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.09M +$79.5K +25,141 +11%
Renaissance Technologies
13
Renaissance Technologies
New York
$917K +$307K +97,154 +79%
DAS
14
Dynamic Advisor Solutions
Arizona
$758K -$14.3K -4,540 -2%
LCM
15
Legato Capital Management
California
$735K -$163K -51,593 -23%
RI
16
Ridgewood Investments
New Jersey
$498K
DFA
17
DHK Financial Advisors
New Hampshire
$493K
WPC
18
White Pine Capital
Minnesota
$491K +$234K +74,174 +168%
BlackRock
19
BlackRock
New York
$437K +$128K +40,432 +62%
OAM
20
Oppenheimer Asset Management
New York
$428K -$101K -32,103 -24%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$415K +$316K +100,000 New
4FG
22
4Thought Financial Group
New York
$349K
State Street
23
State Street
Massachusetts
$244K +$97.7K +30,900 +111%
IFG
24
Independent Financial Group
California
$203K +$155K +48,989 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$196K +$63.7K +20,166 +74%

RSSS Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Research Solutions (RSSS) for Q4 2024, worth a combined $56.8M — up 68% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSSS positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $5.14M. The largest seller was Cove Street Capital, cutting an estimated $2.66M.

  • 48 institutional investors held Research Solutions (RSSS) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $56.8M of Research Solutions stock for Q4 2024, up 68% quarter-over-quarter.
  • 15 funds opened new Research Solutions positions in Q4 2024 and 4 closed out, a net change of +11 holders.
  • The largest Research Solutions buyer in Q4 2024 was Punch & Associates Investment Management, an estimated $5.14M added.
  • The largest Research Solutions seller in Q4 2024 was Cove Street Capital, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2024.