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Thomson Reuters
TRI

Overview Fund Activity

397 hedge funds and large institutions have $11.3B invested in Thomson Reuters in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
121
Reduced
139
Closed
44
Calls
$35.5M
Puts
$58.7M
Net Calls
-$23.2M
Net Calls Change
-$79.8M

Top Buyers

1
UBS AM
UBS AM
Illinois
$141M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$86.6M
4
HAM
Honeycomb Asset Management
New York
$35.9M
5
ClearBridge Investments
ClearBridge Investments
New York
$267M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$719M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$623M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$287K +$36.7K +296 +15%
SCA
277
Snowden Capital Advisors
New York
$284K -$55.2K -445 -16%
GIBU
278
Gulf International Bank (UK)
United Kingdom
$282K – – –
RJT
279
Raymond James Trust
Florida
$276K +$2.73K +22 +1%
BOPW
280
Brandywine Oak Private Wealth
Pennsylvania
$274K -$27.3K -221 -9%
FTDI
281
First Trust Direct Indexing
Massachusetts
$262K +$5.7K +46 +2%
OCAM
282
Onex Canada Asset Management
Ontario, Canada
$262K +$45.4K +365 +21%
Balyasny Asset Management
283
Balyasny Asset Management
Illinois
$256K -$139K -1,115 -35%
BIM
284
Bridges Investment Management
Nebraska
$256K – – –
HCA
285
Horan Capital Advisors
Ohio
$250K – – –
PCA
286
Personal Capital Advisors
California
$244K +$744 +6 +0.3%
QCG
287
Quadrant Capital Group
Ohio
$243K +$31.6K +254 +15%
WIA
288
Westbourne Investment Advisors
Maryland
$241K +$241K +1,941 New
SC
289
Savant Capital
Illinois
$239K +$1.61K +13 +0.7%
HNB
290
Huntington National Bank
Ohio
$236K -$3.22K -26 -1%
SPC
291
Sigma Planning Corp
Michigan
$236K +$236K +1,898 New
DCM
292
DGS Capital Management
New Jersey
$234K +$234K +1,884 New
VPI
293
Value Partners Investments
Manitoba, Canada
$232K +$232K +1,871 New
ECM
294
ExodusPoint Capital Management
New York
$230K +$230K +1,851 New
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$228K +$126K +1,013 +122%
OFW
296
Omnia Family Wealth
Florida
$218K – – –
CAN
297
Cetera Advisor Networks
California
$217K -$16.6K -134 -7%
GWM
298
Geneos Wealth Management
Colorado
$216K – – –
MLL
299
Moody Lynn & Lieberson
Massachusetts
$215K +$215K +1,729 New
WHC
300
Wulff, Hansen & Co
California
$210K +$210K +1,696 New
10 11
12
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