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Thomson Reuters
TRI

Overview Fund Activity

438 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
451
Dynamic Technology Lab
Singapore
– -$568K -4,640 Closed
SIA
452
SkyView Investment Advisors
New Jersey
– -$427K -3,492 Closed
WPI
453
Walter Public Investments
Canada
– -$413K -3,373 Closed
SFI
454
Susquehanna Fundamental Investments
Pennsylvania
– -$391K -3,200 Closed
FRM
455
Fox Run Management
Connecticut
– -$361K -2,952 Closed
Macquarie Group
456
Macquarie Group
Australia
– -$311K -2,532 Closed
HNW
457
High Note Wealth
Minnesota
– -$295K -2,412 Closed
SW
458
SVB Wealth
Massachusetts
– -$279K -2,280 Closed
NWM
459
Northcape Wealth Management
New York
– -$259K -2,117 Closed
ACA
460
Aspire Capital Advisors
Washington
– -$235K -1,924 Closed
GWWM
461
Great Waters Wealth Management
Minnesota
– -$230K -1,840 Closed
GAM
462
Gotham Asset Management
New York
– -$211K -1,725 Closed
NIC
463
Northwest Investment Counselors
Oregon
– -$61.5K -503 Closed
OA
464
Operose Advisors
Wisconsin
– -$36.6K -299 Closed
RW
465
RVW Wealth
California
– -$15.7K -128 Closed
HL
466
HeadInvest LLC
Maine
– -$10.5K -86 Closed
CSPIA
467
Cary Street Partners Investment Advisory
Virginia
– -$6.48K -53 Closed
TWM
468
Tradition Wealth Management
Minnesota
– -$3K -28 Closed
EARNEST Partners
469
EARNEST Partners
Georgia
– -$4.15K -25 Closed
CCP
470
Carmel Capital Partners
California
– -$2.45K -20 Closed
M
471
MOTCO
Texas
– -$2.45K -20 Closed
PCTC
472
Perkins Coie Trust Company
Washington
– -$978 -8 Closed
RA
473
Rise Advisors
New York
– -$113 -1 Closed
15 16 17 18
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