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Thomson Reuters

387 hedge funds and large institutions have $11.9B invested in Thomson Reuters in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $84.9M | Put options by funds: $28.3M

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$757M)

4% more funds holding

Funds holding: 371387 (+16)

0.92% less ownership

Funds ownership: 21.12%20.2% (-0.92%)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 137

Holders
387
Holders Change
+16
Holders Change %
+4.31%
% of All Funds
6.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
47
Increased
125
Reduced
137
Closed
27
Calls
$84.9M
Puts
$28.3M
Net Calls
+$56.5M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$520K +$442K +3,794 +571%
SW
227
SVB Wealth
Massachusetts
$513K +$95K +815 +23%
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$510K +$53.6K +460 +12%
LWAC
229
Laurel Wealth Advisors (California)
California
$503K
IWP
230
Icon Wealth Partners
Texas
$481K +$46.9K +402 +11%
BA
231
Bridgewater Associates
Connecticut
$472K +$9.56K +82 +2%
First Manhattan
232
First Manhattan
New York
$456K +$932 +8 +0.2%
NIM
233
Nexus Investment Management
Ontario, Canada
$450K
HNW
234
High Note Wealth
Minnesota
$449K
Creative Planning
235
Creative Planning
Kansas
$449K +$12.5K +107 +3%
FAFN
236
First Affirmative Financial Network
Colorado
$444K +$445K +3,815 New
GTCM
237
Gyon Technologies Capital Management
New Jersey
$424K -$1.19M -10,194 -74%
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$420K
William Blair & Company
239
William Blair & Company
Illinois
$416K +$20K +172 +5%
CCT
240
Country Club Trust
Missouri
$414K +$133K +1,139 +47%
MGWM
241
Marks Group Wealth Management
Minnesota
$407K +$407K +3,489 New
BP
242
Ballentine Partners
Massachusetts
$396K +$11.3K +97 +3%
TC
243
Tacita Capital
Ontario, Canada
$392K
SWA
244
Stratos Wealth Advisors
Ohio
$385K +$39.6K +340 +11%
BEI
245
Benjamin Edwards Inc
Missouri
$380K +$25.5K +219 +7%
VCM
246
Virtue Capital Management
Tennessee
$377K -$391K -3,358 -51%
S
247
SignatureFD
Georgia
$377K +$81.3K +698 +27%
PI
248
PineBridge Investments
New York
$375K +$190K +1,629 +179%
BIC
249
Beach Investment Counsel
Pennsylvania
$371K
BRWA
250
B. Riley Wealth Advisors
Florida
$370K +$371K +3,187 New