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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.

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

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
2
WCM Investment Management
California
$165M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
76
Franklin Resources
California
$11.1M 75,608 -3,438 -4%
AssetMark Inc
77
AssetMark Inc
California
$10.9M 74,658 +249 +0.3%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$10.8M 73,334 +13,463 +22%
AC
79
Addenda Capital
Quebec, Canada
$10.6M 54,528 -55 -0.1%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$10.2M 69,509 +38,285 +123%
Stifel Financial
81
Stifel Financial
Missouri
$10.1M 69,269 +402 +0.6%
RJA
82
Raymond James & Associates
Florida
$10M 68,543 -1,399 -2%
FNBOMD
83
First National Bank of Mount Dora
Florida
$9.95M 68,015 -81 -0.1%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$9.71M 66,388 -71,948 -52%
MBI
85
Montrusco Bolton Investments
Quebec, Canada
$8.48M 57,743 +1,593 +3%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$8.44M 57,415 -2,374 -4%
Barclays
87
Barclays
United Kingdom
$8.34M 57,031 +26,925 +89%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$8.28M 56,651 -2,899 -5%
AIM
89
Achmea Investment Management
Netherlands
$8.08M 55,023 +1,693 +3%
BA
90
Bridgewater Associates
Connecticut
$7.8M 53,356 +943 +2%
IIM
91
Intact Investment Management
Quebec, Canada
$7.32M 50,056 -14,592 -23%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$7.18M 49,084 -375,429 -88%
Mariner
93
Mariner
Kansas
$7.06M 48,308 +568 +1%
UBS Group
94
UBS Group
Switzerland
$6.96M 47,589 +29,343 +161%
Osaic Holdings
95
Osaic Holdings
Arizona
$6.46M 44,082 +1,383 +3%
NEI
96
Northwest & Ethical Investments
Ontario, Canada
$6.44M 44,063 -5 -0%
T
97
TOBAM
France
$6.15M 41,867 -40,544 -49%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$5.45M 37,240 -4,951 -12%
DAS
99
Dynamic Advisor Solutions
Arizona
$5.17M 35,907 +35,907 New
SGI
100
Summit Global Investments
Utah
$5.13M 35,077 -957 -3%
2 3
4
5 6