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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 %
TC
176
Tacita Capital
Ontario, Canada
$1.47M -$57.1K -389 -4%
FFA
177
Farther Finance Advisors
California
$1.46M +$1.23M +8,389 +537%
OTPPB
178
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.41M -$202K -1,379 -13%
TI
179
Trexquant Investment
Connecticut
$1.37M +$1.37M +9,341 New
American Century Companies
180
American Century Companies
Missouri
$1.36M +$56.7K +388 +4%
GT
181
Glenmede Trust
Pennsylvania
$1.35M +$52.6K +360 +4%
SCA
182
Snowden Capital Advisors
New York
$1.33M -$11.9K -81 -0.9%
SC
183
Syon Capital
California
$1.28M +$641K +4,386 +100%
OC
184
Oppenheimer & Co
New York
$1.26M – – –
Squarepoint
185
Squarepoint
New York
$1.2M +$1.2M +8,190 New
FI
186
FJ Investments
Utah
$1.2M +$1.2M +8,190 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$1.19M +$106K +725 +10%
YCM
188
Yousif Capital Management
Michigan
$1.17M +$78.2K +535 +7%
AWM
189
Axxcess Wealth Management
California
$1.16M -$159K -1,087 -12%
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.15M -$24.9K -170 -2%
PIC
191
PCJ Investment Counsel
Ontario, Canada
$1.13M +$1.13M +7,696 New
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$1.12M +$50.1K +343 +5%
VPIM
193
Vanguard Personalized Indexing Management
California
$1.09M +$46.4K +317 +4%
WA
194
Wealthstar Advisors
Texas
$1.06M +$380K +2,598 +55%
CP
195
CenterBook Partners
Connecticut
$1.05M +$1.05M +7,179 New
S
196
SignatureFD
Georgia
$1.05M +$34.7K +237 +3%
S
197
SimplyRich
California
$1.03M – – –
GT
198
Greenleaf Trust
Michigan
$991K +$1.32K +9 +0.1%
WP
199
Woodline Partners
California
$979K +$979K +6,692 New
QWP
200
Quotient Wealth Partners
Texas
$957K +$957K +6,543 New
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