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Thomson Reuters

348 hedge funds and large institutions have $8.39B invested in Thomson Reuters in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

9% more funds holding

Funds holding: 319348 (+29)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.77% less ownership

Funds ownership: 19.98%19.21% (-0.77%)

3% less capital invested

Capital invested by funds: $8.61B → $8.39B (-$215M)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

24% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $42.5M

Holders
348
Holders Change
+29
Holders Change %
+9.09%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
61
Increased
105
Reduced
116
Closed
29
Calls
$32.3M
Puts
$42.5M
Net Calls
-$10.2M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ethic Inc
New York
$329K +$326K +3,810 New
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$316K
JGIA
228
Jackson Grant Investment Advisers
Connecticut
$311K
SW
229
SVB Wealth
Massachusetts
$308K
HC
230
Henshaw Capital
Massachusetts
$307K
BP
231
Ballentine Partners
Massachusetts
$294K
BTWM
232
Baker Tilly Wealth Management
Wisconsin
$292K +$290K +3,382 New
William Blair & Company
233
William Blair & Company
Illinois
$291K +$15.9K +186 +6%
TC
234
Tacita Capital
Ontario, Canada
$291K +$290K +3,384 New
BIC
235
Beach Investment Counsel
Pennsylvania
$275K -$20.3K -237 -7%
PI
236
PineBridge Investments
New York
$275K +$215K +2,507 New
MFG
237
Menard Financial Group
Texas
$272K -$42.1K -491 -13%
SI
238
Stephens Inc
Arkansas
$272K +$1.8K +21 +0.7%
BOPW
239
Brandywine Oak Private Wealth
Pennsylvania
$271K -$97.8K -1,142 -27%
Creative Planning
240
Creative Planning
Kansas
$270K +$3.94K +46 +1%
KeyBank National Association
241
KeyBank National Association
Ohio
$264K
GIBU
242
Gulf International Bank (UK)
United Kingdom
$260K -$80.9K -945 -24%
Prudential Financial
243
Prudential Financial
New Jersey
$258K +$256K +2,986 New
HW
244
Hancock Whitney
Mississippi
$255K
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$255K +$20K +234 +9%
WA
246
Wealth Alliance
New York
$253K -$1.03K -12 -0.4%
BAM
247
Burgundy Asset Management
Ontario, Canada
$251K +$249K +2,906 New
VAS
248
Vestmark Advisory Solutions
Massachusetts
$243K +$6.25K +73 +3%
IWP
249
Icon Wealth Partners
Texas
$236K +$234K +2,734 New
M&T Bank
250
M&T Bank
New York
$233K -$4.03K -47 -2%