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ReposiTrak

79 hedge funds and large institutions have $114M invested in ReposiTrak in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $89.8M → $114M (+$24M)

13% more funds holding

Funds holding: 7079 (+9)

1.57% more ownership

Funds ownership: 32.25%33.81% (+1.6%)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

27% less call options, than puts

Call options by funds: $169K | Put options by funds: $230K

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
22
Reduced
21
Closed
8
Calls
$169K
Puts
$230K
Net Calls
-$61K
Net Calls Change
-$161K

TRAK Hedge Fund Activity: Q3 2024 in Review

79 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q3 2024, worth a combined $114M — up 27% from $89.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TRAK positions and 8 closed out — a net gain of 9 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $2.43M. The largest seller was Cetera Investment Advisers, cutting an estimated $568K.

  • 79 institutional investors held ReposiTrak (TRAK) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $114M of ReposiTrak stock for Q3 2024, up 27% quarter-over-quarter.
  • 17 funds opened new ReposiTrak positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest ReposiTrak buyer in Q3 2024 was Rice Hall James & Associates, an estimated $2.43M added.
  • The largest ReposiTrak seller in Q3 2024 was Cetera Investment Advisers, an estimated $568K sold.

Based on aggregated 13F filings for Q3 2024.