We are live on ! Find out more
TRI icon

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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.91B -$33.2M -245,782 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$915M +$79.6M +588,969 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$833M +$6.93M +51,333 +0.9%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$806M -$50.6M -374,501 -6%
Fidelity International
5
Fidelity International
Bermuda
$730M +$59.2M +438,567 +10%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$673M -$218M -1,616,776 -26%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$632M -$20.5M -151,680 -3%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$551M +$118M +870,914 +31%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547M -$46.5M -344,384 -9%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$420M -$910K -6,734 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$330M -$33.8M -250,559 -10%
Morgan Stanley
12
Morgan Stanley
New York
$311M +$136M +1,007,599 +93%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$261M +$1.83M +13,534 +0.8%
JP Morgan Chase
14
JP Morgan Chase
New York
$201M +$65.3M +483,432 +55%
ClearBridge Investments
15
ClearBridge Investments
New York
$188M +$34.3M +254,284 +25%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$169M -$31.2M -230,645 -17%
WCM Investment Management
17
WCM Investment Management
California
$165M -$76.7M -568,116 -34%
Bank of America
18
Bank of America
North Carolina
$163M -$11.9M -87,969 -7%
Norges Bank
19
Norges Bank
Norway
$160M -$4.93M -36,531 -3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$158M +$5.76M +42,607 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$150M -$13.6M -100,750 -9%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$144M -$8.84M -65,429 -6%
Goldman Sachs
23
Goldman Sachs
New York
$142M +$45.1M +333,664 +54%
BlackRock
24
BlackRock
New York
$95.1M +$2.54M +18,818 +3%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$94.1M -$2.43M -17,959 -3%