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Thomson Reuters
TRI

Overview Fund Activity

385 hedge funds and large institutions have $11.9B invested in Thomson Reuters in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+15
Holders Change %
+4.05%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
46
Increased
125
Reduced
137
Closed
27
Calls
$84.9M
Puts
$28.3M
Net Calls
+$56.5M
Net Calls Change
-$20.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$86.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.8M
4
MSV
MN Services Vermogensbeheer
Netherlands
+$39M
5
Goldman Sachs
Goldman Sachs
New York
+$32M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$132M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$88.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$58M
4
Two Sigma Investments
Two Sigma Investments
New York
-$56.3M
5
JCM
Junto Capital Management
New York
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
SVB Wealth
Massachusetts
$513K +$94.9K +829 +23%
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$510K +$53.6K +468 +12%
LWAC
228
Laurel Wealth Advisors (California)
California
$503K – – –
IWP
229
Icon Wealth Partners
Texas
$481K +$46.9K +409 +11%
BA
230
Bridgewater Associates
Connecticut
$472K +$9.63K +84 +2%
First Manhattan
231
First Manhattan
New York
$456K +$916 +8 +0.2%
NIM
232
Nexus Investment Management
Ontario, Canada
$450K – – –
HNW
233
High Note Wealth
Minnesota
$449K – – –
Creative Planning
234
Creative Planning
Kansas
$449K +$12.5K +109 +3%
FAFN
235
First Affirmative Financial Network
Colorado
$444K +$444K +3,875 New
GTCM
236
Gyon Technologies Capital Management
New Jersey
$424K -$1.19M -10,354 -74%
JGIA
237
Jackson Grant Investment Advisers
Connecticut
$420K – – –
William Blair & Company
238
William Blair & Company
Illinois
$416K +$20.1K +175 +5%
CCT
239
Country Club Trust
Missouri
$414K +$133K +1,156 +47%
MGWM
240
Marks Group Wealth Management
Minnesota
$407K +$407K +3,544 New
BP
241
Ballentine Partners
Massachusetts
$396K +$11.5K +100 +3%
TC
242
Tacita Capital
Ontario, Canada
$392K – – –
SWA
243
Stratos Wealth Advisors
Ohio
$385K +$39.6K +345 +11%
BEI
244
Benjamin Edwards Inc
Missouri
$380K +$25.6K +223 +7%
VCM
245
Virtue Capital Management
Tennessee
$377K -$391K -3,411 -51%
S
246
SignatureFD
Georgia
$377K +$81.3K +710 +28%
PI
247
PineBridge Investments
New York
$375K +$241K +1,655 +179%
BIC
248
Beach Investment Counsel
Pennsylvania
$371K – – –
BRWA
249
B. Riley Wealth Advisors
Florida
$370K +$370K +3,237 New
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
$364K -$246K -2,144 -40%
8 9
10
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