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Thomson Reuters

439 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, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
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
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$11.1M -$457K -3,385 -4%
AssetMark Inc
77
AssetMark Inc
California
$10.9M +$33.1K +245 +0.3%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$10.8M +$1.79M +13,255 +22%
AC
79
Addenda Capital
Quebec, Canada
$10.6M -$7.29K -54 -0.1%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$10.2M +$5.09M +37,694 +123%
Stifel Financial
81
Stifel Financial
Missouri
$10.1M +$53.4K +395 +0.6%
RJA
82
Raymond James & Associates
Florida
$10M -$186K -1,377 -2%
FNBOMD
83
First National Bank of Mount Dora
Florida
$9.95M -$10.8K -80 -0.1%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$9.71M -$9.57M -70,837 -52%
MBI
85
Montrusco Bolton Investments
Quebec, Canada
$8.48M +$212K +1,568 +3%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$8.44M -$316K -2,337 -4%
Barclays
87
Barclays
United Kingdom
$8.34M +$3.58M +26,509 +89%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$8.28M -$386K -2,855 -5%
AIM
89
Achmea Investment Management
Netherlands
$8.08M +$225K +1,666 +3%
BA
90
Bridgewater Associates
Connecticut
$7.8M +$125K +928 +2%
IIM
91
Intact Investment Management
Quebec, Canada
$7.32M -$1.94M -14,367 -23%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$7.18M -$49.9M -369,633 -88%
Mariner
93
Mariner
Kansas
$7.06M +$75.5K +559 +1%
UBS Group
94
UBS Group
Switzerland
$6.96M +$3.9M +28,890 +161%
Osaic Holdings
95
Osaic Holdings
Arizona
$6.46M +$184K +1,361 +3%
NEI
96
Northwest & Ethical Investments
Ontario, Canada
$6.44M -$675 -5 -0%
T
97
TOBAM
France
$6.15M -$5.39M -39,918 -49%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$5.45M -$658K -4,875 -12%
DAS
99
Dynamic Advisor Solutions
Arizona
$5.17M +$4.78M +35,353 New
SGI
100
Summit Global Investments
Utah
$5.13M -$127K -943 -3%