Vault-13

RELX PLC RELX

SPONSORED ADR · ADR · CUSIP 759530108

340 institutional holders +16 vs Q1 2023
67,919,54567.9m shares reported held*
$2.3bnreported value*
37 new 129 added 120 reduced 24 sold out net sold ≈ $2.7m (-87.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.40. Options: 1 managers hold calls ($0 notional), 2 hold puts ($26.7k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 281Q4 22: 306Q1 23: 324Q2 23: 340340Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022281
Q4 2022306
Q1 2023324
Q2 2023340

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 155 bought or addedQ4 22: 123 cut or sold outQ4 22Q1 23: 158 bought or addedQ1 23: 139 cut or sold outQ1 23Q2 23: 166 bought or addedQ2 23: 144 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022155123
Q1 2023158139
Q2 2023166144

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ3 22 calls: $19.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $49.0kQ4 22 puts: $2.8kQ4 22P/C 0.06Q1 23 calls: $9.7kQ1 23 puts: $6.5kQ1 23P/C 0.67Q2 23 calls: $0Q2 23 puts: $26.7kQ2 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$19.0k$00.00
Q4 2022$49.0k$2.8k0.06
Q1 2023$9.7k$6.5k0.67
Q2 2023$0$26.7k—

Biggest buyers

LAZARD ASSET MANAGEMENT LLC Added +1,775,648+1.8m
ROYAL BANK OF CANADA Added +684,048+684.0k
GOLDMAN SACHS GROUP INC Added +243,339+243.3k
MILLENNIUM MANAGEMENT LLC Added +180,390+180.4k
TUDOR INVESTMENT CORP ET AL New +123,865+123.9k
DIMENSIONAL FUND ADVISORS LP Added +105,646+105.6k
JPMORGAN CHASE & CO Added +87,640+87.6k
Cresset Asset Management, LLC New +79,077+79.1k
Invesco Ltd. Added +65,670+65.7k
BlackRock Inc. Added +63,190+63.2k

Biggest sellers

FMR LLC Reduced -1,582,212-1.6m
BANK OF AMERICA CORP /DE/ Reduced -271,590-271.6k
Clearbridge Investments, LLC Reduced -267,811-267.8k
Connor, Clark & Lunn Investment Management Ltd. Reduced -227,963-228.0k
Optiver Holding B.V. Reduced -209,443-209.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -190,512-190.5k
Qube Research & Technologies Ltd Sold out -172,798-172.8k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Sold out -129,215-129.2k
AEGON ASSET MANAGEMENT UK Plc Reduced -124,940-124.9k
WELLS FARGO & COMPANY/MN Reduced -115,119-115.1k

Biggest calls

Biggest puts

CITADEL ADVISORS LLC Added $26.7k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LAZARD ASSET MANAGEMENT LLC 0.34% of their portfolio NEW YORK, NY 8,246,2658.2m $275.7m $275.7m 0.34% Added +1.8m +1,775,648
2 Capital International Investors 0.06% of their portfolio Los Angeles, CA 7,853,6677.9m $261.2m $261.2m 0.06% Reduced -56.2k -56,243
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,927,8725.9m $198.2m $198.2m 0.02% Reduced -271.6k -271,590
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,708,8424.7m $157.4m $157.4m 0.02% Added +57.4k +57,368
5 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,791,1492.8m $93.3m $93.3m 0.02% Added +243.3k +243,339
6 BlackRock Inc. 0.00% of their portfolio New York, NY 2,631,9222.6m $88.0m $88.0m 0.00% Added +63.2k +63,190
7 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,518,5792.5m $84.2m $84.2m 0.03% Added +105.6k +105,646
8 FMR LLC 0.01% of their portfolio BOSTON, MA 2,154,5842.2m $72.0m $72.0m 0.01% Reduced -1.6m -1,582,212
9 Clearbridge Investments, LLC 0.06% of their portfolio NEW YORK, NY 2,111,0462.1m $70.6m $70.6m 0.06% Reduced -267.8k -267,811
10 RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio NEW YORK, NY 1,883,0001.9m $62.9m $62.9m 0.09% Reduced -12.4k -12,400
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,782,9071.8m $59.6m $59.6m 0.01% Added +27.6k +27,636
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,531,1081.5m $51.2m $51.2m 0.01% Added +684.0k +684,048
13 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,396,5181.4m $46.7m $46.7m 0.02% Reduced -2.8k -2,785
14 JARISLOWSKY, FRASER Ltd 0.27% of their portfolio MONTREAL, A8 1,338,6231.3m $44.8m $44.8m 0.27% Reduced -47.6k -47,607
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,326,3331.3m $44.3m $44.3m 0.01% Reduced -115.1k -115,119
16 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,174,2391.2m $39.3m $39.3m 0.01% Added +65.7k +65,670
17 RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio ST PETERSBURG, FL 1,164,8311.2m $38.9m $38.9m 0.03% Reduced -62.9k -62,897
18 NATIXIS ADVISORS, LLC 0.12% of their portfolio Boston, MA 1,159,7801.2m $38.8m $38.8m 0.12% Reduced -91.1k -91,102
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 776,571776.6k $26.0m $26.0m 0.03% Reduced -190.5k -190,512
20 CAUSEWAY CAPITAL MANAGEMENT LLC 0.65% of their portfolio LOS ANGELES, CA 743,294743.3k $24.8m $24.8m 0.65% Added +60.4k +60,414
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 685,337685.3k $22.9m $22.9m 0.00% Added +87.6k +87,640
22 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 664,045664.0k $22.2m $22.2m 0.01% Added +5.3k +5,277
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 532,996533.0k $17.8m $17.8m 0.00% Reduced -51.2k -51,243
24 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 511,700511.7k $17.1m $17.1m 0.02% Added +180.4k +180,390
25 AEGON ASSET MANAGEMENT UK Plc 0.23% of their portfolio EDINBURGH, X0 428,315428.3k $14.3m $14.3m 0.23% Reduced -124.9k -124,940
26 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 423,634423.6k $14.1m $14.1m 0.01% Reduced -6.5k -6,525
27 NORGES BANK 0.00% of their portfolio OSLO, Q8 400,000400.0k $13.4m $13.4m 0.00% Reduced -95.0k -95,000
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 348,294348.3k $11.6m $11.6m 0.00% Added +40.4k +40,430
29 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 344,868344.9k $11.5m $11.5m 0.04% Added +4.3k +4,275
30 Optiver Holding B.V. 0.33% of their portfolio AMSTERDAM, P7 340,336340.3k $11.4m $11.4m 0.33% Reduced -209.4k -209,443
31 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 316,509316.5k $10.6m $10.6m 0.02% Added +19.7k +19,677
32 Eagle Ridge Investment Management 1.11% of their portfolio STAMFORD, CT 315,289315.3k $10.5m $10.5m 1.11% Added +8.4k +8,354
33 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 308,462308.5k $10.3m $10.3m 0.04% First filing
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 286,176286.2k $9.6m $9.6m 0.05% Reduced -23.8k -23,813
35 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 270,475270.5k $9.0m $9.0m 0.01% Added +35.1k +35,143
36 Orion Porfolio Solutions, LLC 0.10% of their portfolio OMAHA, NE 267,133267.1k $8.9m $8.9m 0.10% Reduced -17.9k -17,874
37 Orion Portfolio Solutions, LLC 0.10% of their portfolio Omaha, NE 267,133267.1k $8.9m $8.9m 0.10% Reduced -17.9k -17,874
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.12% of their portfolio Stamford, CT 247,300247.3k $8.3m $8.3m 0.12% Added +8.1k +8,131
39 Bridgewater Associates, LP 0.05% of their portfolio Westport, CT 237,587237.6k $7.9m $7.9m 0.05% Added +30.9k +30,859
40 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 230,764230.8k $7.7m $7.7m 0.01% Reduced -64.3k -64,272
41 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 221,135221.1k $7.4m $7.4m 0.04% Reduced -228.0k -227,963
42 Edge Capital Group, LLC 0.41% of their portfolio ATLANTA, GA 211,556211.6k $7.1m $7.1m 0.41% Added +578 +578
43 Crossmark Global Holdings, Inc. 0.13% of their portfolio HOUSTON, TX 177,298177.3k $6.0m $6.0m 0.13% Added +8.0k +7,970
44 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 157,916157.9k $5.3m $5.3m 0.01% Reduced -13.1k -13,086
45 Hamilton Point Investment Advisors, LLC 1.20% of their portfolio CHAPEL HILL, NC 150,279150.3k $5.0m $5.0m 1.20% Added +13.3k +13,309
46 Ethic Inc. 0.19% of their portfolio NEW YORK, NY 150,224150.2k $5.0m $5.0m 0.19% Added +15.2k +15,217
47 Advisors Capital Management, LLC 0.12% of their portfolio RIDGEWOOD, NJ 146,618146.6k $4.9m $4.9m 0.12% Added +589 +589
48 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 139,131139.1k $4.6m $4.6m 0.01% Added +40.1k +40,119
49 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 134,585134.6k $4.5m $4.5m 0.01% Added +4.2k +4,203
50 APG Asset Management N.V. 0.01% of their portfolio Amsterdam, P7 128,900128.9k $3.9m $3.9m 0.01% Unchanged
51 Northwest & Ethical Investments L.P. 0.13% of their portfolio TORONTO, A6 125,000125.0k $4.2m $4.2m 0.13% Unchanged
52 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 123,865123.9k $4.1m $4.1m 0.07% New
53 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 123,036123.0k $4.1m $4.1m 0.04% Reduced -24.2k -24,205
54 RITHOLTZ WEALTH MANAGEMENT 0.17% of their portfolio NEW YORK, NY 114,986115.0k $3.8m $3.8m 0.17% Reduced -15.7k -15,662
55 SCOTIA CAPITAL INC. 0.03% of their portfolio TORONTO, A6 112,653112.7k $3.8m $3.8m 0.03% Reduced -1.5k -1,492
56 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 101,158101.2k $3.4m $3.4m 0.00% Reduced -4.9k -4,922
57 Seascape Capital Management 1.57% of their portfolio PORTSMOUTH, NH 98,84998.8k $3.3m $3.3m 1.57% Reduced -1.5k -1,485
58 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 96,97997.0k $3.2m $3.2m 0.05% Reduced -4.7k -4,674
59 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,49692.5k $3.1m $3.1m 0.00% Added +3.4k +3,362
60 Dorsey Wright & Associates 0.93% of their portfolio PASADENA, CA 92,26192.3k $3.1m $3.1m 0.93% Reduced -9.2k -9,215
61 SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio Minneapolis, MN 91,83091.8k $3.1m $3.1m 0.08% Unchanged
62 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.11% of their portfolio BALA CYNWYD, PA 86,56186.6k $2.9m $2.9m 0.11% Unchanged
63 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 79,07779.1k $2.6m $2.6m 0.02% New
64 EARNEST PARTNERS LLC 0.01% of their portfolio ATLANTA, GA 78,72278.7k $2.6m $2.6m 0.01% Reduced -1.5k -1,503
65 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 78,36778.4k $2.6m $2.6m 0.01% Added +12.4k +12,375
66 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 77,61277.6k $2.6m $2.6m 0.00% Reduced -2.3k -2,259
67 TOWNSQUARE CAPITAL LLC 0.05% of their portfolio Lehi, UT 77,48977.5k $2.6m $2.6m 0.05% Added +10.3k +10,254
68 CAPITAL INSIGHT PARTNERS, LLC 0.57% of their portfolio SCOTTSDALE, AZ 75,88775.9k $2.5m $2.5m 0.57% Added +2.3k +2,331
69 Lester Murray Antman dba SimplyRich 0.88% of their portfolio CARLSBAD, CA 74,19274.2k $2.5m $2.5m 0.88% Added +21 +21
70 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 72,36172.4k $2.4m $2.4m 0.05% Reduced -13.4k -13,359
71 Mariner, LLC 0.01% of their portfolio Overland Park, KS 68,57368.6k $2.3m $2.3m 0.01% Added +1.7k +1,664
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 67,32867.3k $2.3m $2.3m 0.00% Reduced -17.9k -17,904
73 Laird Norton Wetherby Wealth Management, LLC 0.12% of their portfolio Seattle, WA 66,49666.5k $2.2m $2.2m 0.12% Added +4.4k +4,398
74 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 66,25566.3k $2.2m $2.2m 0.08% Added +56.1k +56,145
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 63,37963.4k $2.1m $2.1m 0.00% Added +9.5k +9,468
76 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 63,19263.2k $2.1m $2.1m 0.00% Reduced -14.5k -14,467
77 Henry James International Management Inc. 0.91% of their portfolio NEW YORK, NY 62,99163.0k $2.1m $2.1m 0.91% Reduced -5.8k -5,800
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 60,63060.6k $2.0m $2.0m 0.00% Reduced -32.0k -32,015
79 Vestmark Advisory Solutions, Inc. 0.08% of their portfolio Wakefield, MA 60,24860.2k $2.0m $2.0m 0.08% Reduced -2.4k -2,357
80 SG Americas Securities, LLC 0.02% of their portfolio NEW YORK, NY 58,07958.1k $1.9m $1.9m 0.02% Reduced -2.7k -2,708
81 PARADIGM ASSET MANAGEMENT CO LLC 0.51% of their portfolio NEW YORK, NY 57,00057.0k $1.9m $1.9m 0.51% Unchanged
82 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 56,89756.9k $1.9m $1.9m 0.00% Reduced -5.2k -5,208
83 EAGLE GLOBAL ADVISORS LLC 0.12% of their portfolio Houston, TX 56,29556.3k $1.9m $1.9m 0.12% Added +3.6k +3,630
84 LMCG INVESTMENTS, LLC 0.12% of their portfolio BOSTON, MA 55,43355.4k $1.9m $1.9m 0.12% Reduced -1.8k -1,819
85 ADVISOR PARTNERS II, LLC 0.09% of their portfolio WALNUT CREEK, CA 55,08355.1k $1.8m $1.8m 0.09% Added +9.0k +9,045
86 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 52,80552.8k $1.8m $1.8m 0.03% Reduced -6.1k -6,070
87 Ativo Capital Management LLC 1.81% of their portfolio CHICAGO, IL 51,40151.4k $1.7m $1.7m 1.81% Reduced -2.9k -2,865
88 Employees Retirement System of Texas 0.02% of their portfolio AUSTIN, TX 50,45650.5k $1.7m $1.7m 0.02% Unchanged
89 NewEdge Wealth, LLC 0.05% of their portfolio STAMFORD, CT 47,63947.6k $1.6m $1.6m 0.05% Added +14.1k +14,121
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 45,38045.4k $1.5m $1.5m 0.00% Reduced -1.1k -1,133
91 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 45,02145.0k $1.5m $1.5m 0.00% Unchanged
92 Verdence Capital Advisors LLC 0.17% of their portfolio HUNT VALLEY, MD 45,00545.0k $1.5m $1.5m 0.17% Reduced -10.9k -10,867
93 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 44,91044.9k $1.5m $1.5m 0.00% Reduced -37.6k -37,621
94 Freedom Investment Management, Inc. 0.17% of their portfolio SOUTH WINDSOR, CT 44,21944.2k $1.5m $1.5m 0.17% Reduced -37.8k -37,786
95 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 43,90943.9k $1.5m $1.5m 0.01% Unchanged
96 Vanguard Personalized Indexing Management, LLC 0.04% of their portfolio OAKLAND, CA 40,58940.6k $1.4m $1.4m 0.04% Added +6.3k +6,293
97 Schechter Investment Advisors, LLC 0.12% of their portfolio BIRMINGHAM, MI 39,10039.1k $1.3m $1.3m 0.12% Reduced -2.7k -2,743
98 First Trust Direct Indexing L.P. 0.14% of their portfolio Boston, MA 37,76737.8k $1.3m $1.3m 0.14% Added +895 +895
99 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,89236.9k $1.2m $1.2m 0.00% Reduced -7.6k -7,616
100 WCM INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio LAGUNA BEACH, CA 35,84235.8k $1.2m $1.2m 0.00% Added +272 +272