Vault-13

RELX PLC RELX

SPONSORED ADR · ADR · CUSIP 759530108

397 institutional holders +48 vs Q3 2023
73,264,54973.3m shares reported held*
$2.9bnreported value*
59 new 151 added 116 reduced 25 sold out net bought ≈ $267.3m (+6.7m 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 ($5.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.65. Options: 3 managers hold calls ($534.5k notional), 2 hold puts ($170.5k).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 281Q4 22: 306Q1 23: 324Q2 23: 340Q3 23: 349Q4 23: 397397Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022281
Q4 2022306
Q1 2023324
Q2 2023340
Q3 2023349
Q4 2023397

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 23Q3 23: 183 bought or addedQ3 23: 128 cut or sold outQ3 23Q4 23: 210 bought or addedQ4 23: 141 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022155123
Q1 2023158139
Q2 2023166144
Q3 2023183128
Q4 2023210141

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 23 calls: $9.7kQ1 23 puts: $6.5kQ1 23P/C 0.67Q2 23 calls: $0Q2 23 puts: $26.7kQ2 23P/C —Q3 23 calls: $80.5kQ3 23 puts: $23.6kQ3 23P/C 0.29Q4 23 calls: $534.5kQ4 23 puts: $170.5kQ4 23P/C 0.32
Numbers
QuarterCallsPutsP/C
Q1 2023$9.7k$6.5k0.67
Q2 2023$0$26.7k—
Q3 2023$80.5k$23.6k0.29
Q4 2023$534.5k$170.5k0.32

Biggest buyers

MORGAN STANLEY Added +5,499,712+5.5m
JPMORGAN CHASE & CO Added +622,770+622.8k
Optiver Holding B.V. New +554,275+554.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +550,492+550.5k
GOLDMAN SACHS GROUP INC Added +399,101+399.1k
HRT FINANCIAL LP Added +265,041+265.0k
FMR LLC Added +192,293+192.3k
CAPTRUST FINANCIAL ADVISORS Added +164,139+164.1k
BANK OF MONTREAL /CAN/ Added +153,162+153.2k
Connor, Clark & Lunn Investment Management Ltd. Added +125,116+125.1k

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Reduced -730,155-730.2k
Capital International Investors Reduced -729,415-729.4k
BANK OF AMERICA CORP /DE/ Reduced -424,223-424.2k
Invesco Ltd. Reduced -208,442-208.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -184,800-184.8k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -107,503-107.5k
WELLS FARGO & COMPANY/MN Reduced -104,315-104.3k
Arlington Trust Co LLC Sold out -89,591-89.6k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Sold out -86,561-86.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -78,273-78.3k

Biggest calls

CITADEL ADVISORS LLC Added $519.5k13.1k shares
SIMPLEX TRADING, LLC Reduced $15.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $170.5k4.3k 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 Q4 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 Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 10,325,78210.3m $409.5m $409.5m 0.02% Added +5.5m +5,499,712
2 Capital International Investors 0.06% of their portfolio Los Angeles, CA 7,189,6327.2m $284.4m $284.4m 0.06% Reduced -729.4k -729,415
3 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 5,917,4975.9m $234.7m $234.7m 0.03% Reduced -424.2k -424,223
4 LAZARD ASSET MANAGEMENT LLC 0.24% of their portfolio NEW YORK, NY 4,803,2984.8m $190.5m $190.5m 0.24% Reduced -730.2k -730,155
5 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 3,349,5273.3m $132.8m $132.8m 0.03% Added +399.1k +399,101
6 BlackRock Inc. 0.00% of their portfolio New York, NY 2,812,1552.8m $111.5m $111.5m 0.00% Added +56.6k +56,620
7 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,694,0522.7m $106.8m $106.8m 0.03% Added +94.1k +94,052
8 FMR LLC 0.01% of their portfolio BOSTON, MA 2,541,8142.5m $100.8m $100.8m 0.01% Added +192.3k +192,293
9 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 2,117,5672.1m $84.0m $84.0m 0.07% Reduced -29.9k -29,945
10 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,702,7491.7m $67.5m $67.5m 0.03% Reduced -78.3k -78,273
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,619,7721.6m $64.2m $64.2m 0.01% Reduced -48.0k -48,032
12 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 1,583,3001.6m $62.8m $62.8m 0.10% Reduced -184.8k -184,800
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,498,2211.5m $59.4m $59.4m 0.01% Reduced -76.5k -76,531
14 JARISLOWSKY, FRASER Ltd 0.31% of their portfolio MONTREAL, A8 1,314,5831.3m $52.1m $52.1m 0.31% Reduced -5.4k -5,410
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,290,5861.3m $51.2m $51.2m 0.00% Added +622.8k +622,770
16 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,234,4591.2m $49.0m $49.0m 0.01% Reduced -104.3k -104,315
17 NATIXIS ADVISORS, LLC 0.13% of their portfolio Boston, MA 1,205,8151.2m $47.8m $47.8m 0.13% Reduced -795 -795
18 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,097,5081.1m $43.5m $43.5m 0.01% Reduced -208.4k -208,442
19 RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio ST PETERSBURG, FL 1,022,6791.0m $40.6m $40.6m 0.03% Reduced -56.7k -56,664
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio BOSTON, MA 1,016,9491.0m $40.3m $40.3m 0.04% Added +550.5k +550,492
21 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 846,264846.3k $33.6m $33.6m 0.01% Added +33.5k +33,540
22 CAUSEWAY CAPITAL MANAGEMENT LLC 0.63% of their portfolio LOS ANGELES, CA 622,977623.0k $24.7m $24.7m 0.63% Added +51.2k +51,158
23 Optiver Holding B.V. 0.66% of their portfolio AMSTERDAM, P7 554,275554.3k $22.0m $22.0m 0.66% New
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 508,919508.9k $20.2m $20.2m 0.01% Added +110.5k +110,522
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 428,197428.2k $17.0m $17.0m 0.00% Reduced -33.8k -33,811
26 AEGON ASSET MANAGEMENT UK Plc 0.26% of their portfolio EDINBURGH, X0 406,664406.7k $16.1m $16.1m 0.26% First filing
27 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 392,383392.4k $15.6m $15.6m 0.01% Reduced -14.8k -14,837
28 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 371,778371.8k $14.7m $14.7m 0.01% Reduced -57.1k -57,061
29 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 352,581352.6k $14.0m $14.0m 0.05% Added +656 +656
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 338,058338.1k $13.4m $13.4m 0.01% Reduced -27.7k -27,656
31 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 317,061317.1k $12.6m $12.6m 0.02% Added +3.6k +3,639
32 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 313,829313.8k $12.4m $12.4m 0.01% Added +21.1k +21,130
33 Eagle Ridge Investment Management 1.21% of their portfolio STAMFORD, CT 311,987312.0k $12.4m $12.4m 1.21% Reduced -2.5k -2,541
34 NORGES BANK 0.00% of their portfolio OSLO, Q8 309,000309.0k $12.3m $12.3m 0.00% Unchanged
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio Stamford, CT 305,855305.9k $12.1m $12.1m 0.16% Added +22.5k +22,510
36 HRT FINANCIAL LP 0.08% of their portfolio NEW YORK, NY 272,861272.9k $10.8m $10.8m 0.08% Added +265.0k +265,041
37 Edge Capital Group, LLC 0.58% of their portfolio ATLANTA, GA 261,573261.6k $10.4m $10.4m 0.58% Added +35.3k +35,306
38 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 254,819254.8k $10.1m $10.1m 0.00% Added +153.2k +153,162
39 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 249,872249.9k $9.9m $9.9m 0.01% Added +67.4k +67,387
40 Orion Porfolio Solutions, LLC 0.11% of their portfolio OMAHA, NE 240,428240.4k $9.7m $9.7m 0.11% Reduced -24.1k -24,087
41 Orion Portfolio Solutions, LLC 0.11% of their portfolio Omaha, NE 240,428240.4k $9.7m $9.7m 0.11% Reduced -24.1k -24,087
42 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 239,411239.4k $9.5m $9.5m 0.03% Reduced -66.9k -66,852
43 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 235,694235.7k $9.3m $9.3m 0.04% Added +125.1k +125,116
44 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 234,412234.4k $9.3m $9.3m 0.03% Added +164.1k +164,139
45 Bridgewater Associates, LP 0.05% of their portfolio Westport, CT 225,428225.4k $8.9m $8.9m 0.05% Reduced -6.5k -6,530
46 Ethic Inc. 0.22% of their portfolio NEW YORK, NY 186,413186.4k $7.4m $7.4m 0.22% Added +18.8k +18,824
47 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 177,351177.4k $7.0m $7.0m 0.04% First filing
48 Crossmark Global Holdings, Inc. 0.14% of their portfolio HOUSTON, TX 169,279169.3k $6.7m $6.7m 0.14% Reduced -582 -582
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 168,966169.0k $6.7m $6.7m 0.06% Reduced -107.5k -107,503
50 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 161,304161.3k $6.4m $6.4m 0.01% Added +3.1k +3,078
51 Hamilton Point Investment Advisors, LLC 1.25% of their portfolio CHAPEL HILL, NC 155,975156.0k $6.2m $6.2m 1.25% Added +3.4k +3,380
52 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 147,502147.5k $5.9m $5.9m 0.01% Reduced -41.5k -41,547
53 Advisors Capital Management, LLC 0.12% of their portfolio RIDGEWOOD, NJ 145,893145.9k $5.8m $5.8m 0.12% Reduced -530 -530
54 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 134,550134.6k $5.3m $5.3m 0.04% Reduced -1.6k -1,599
55 SCOTIA CAPITAL INC. 0.03% of their portfolio TORONTO, A6 127,610127.6k $5.1m $5.1m 0.03% Added +8.5k +8,502
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 125,161125.2k $5.0m $5.0m 0.00% Added +15.4k +15,382
57 Northwest & Ethical Investments L.P. 0.15% of their portfolio TORONTO, A6 125,000125.0k $5.0m $5.0m 0.15% Unchanged
58 RITHOLTZ WEALTH MANAGEMENT 0.19% of their portfolio NEW YORK, NY 123,566123.6k $4.9m $4.9m 0.19% Added +6.4k +6,364
59 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 119,821119.8k $4.7m $4.7m 0.01% Reduced -999 -999
60 APG Asset Management N.V. 0.01% of their portfolio Amsterdam, P7 112,600112.6k $4.0m $4.0m 0.01% Unchanged
61 NewEdge Wealth, LLC 0.11% of their portfolio STAMFORD, CT 104,453104.5k $4.1m $4.1m 0.11% Added +40.2k +40,235
62 QRG CAPITAL MANAGEMENT, INC. 0.06% of their portfolio BERWYN, PA 104,349104.3k $4.1m $4.1m 0.06% Added +38.6k +38,579
63 Seascape Capital Management 1.64% of their portfolio PORTSMOUTH, NH 98,25098.2k $3.9m $3.9m 1.64% Reduced -847 -847
64 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 98,06598.1k $3.9m $3.9m 0.02% Added +12.7k +12,680
65 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 94,62294.6k $3.8m $3.8m 0.01% Added +14.2k +14,159
66 SIT INVESTMENT ASSOCIATES INC 0.09% of their portfolio Minneapolis, MN 91,24291.2k $3.6m $3.6m 0.09% Reduced -588 -588
67 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 88,55588.6k $3.5m $3.5m 0.05% Added +9.6k +9,591
68 PARADIGM ASSET MANAGEMENT CO LLC 0.92% of their portfolio NEW YORK, NY 88,10088.1k $3.5m $3.5m 0.92% Unchanged
69 Mariner, LLC 0.01% of their portfolio Overland Park, KS 84,36284.4k $3.3m $3.3m 0.01% Added +6.8k +6,757
70 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 84,12584.1k $3.3m $3.3m 0.09% Added +73.0k +73,008
71 Quantinno Capital Management LP 0.12% of their portfolio NEW YORK, NY 84,07884.1k $3.3m $3.3m 0.12% Added +33.0k +32,957
72 Beck Bode, LLC 0.75% of their portfolio DEDHAM, MA 83,97084.0k $3.3m $3.3m 0.75% New
73 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 83,84283.8k $3.3m $3.3m 0.02% Added +1.4k +1,413
74 CAPITAL INSIGHT PARTNERS, LLC 0.66% of their portfolio SCOTTSDALE, AZ 81,41081.4k $3.2m $3.2m 0.66% Added +2.3k +2,322
75 Dorsey Wright & Associates 0.97% of their portfolio PASADENA, CA 80,31680.3k $3.2m $3.2m 0.97% Reduced -6.3k -6,265
76 Arlington Partners LLC 0.90% of their portfolio BIRMINGHAM, AL 78,69678.7k $3.1m $3.1m 0.90% Reduced -10.9k -10,895
77 EARNEST PARTNERS LLC 0.02% of their portfolio ATLANTA, GA 76,03676.0k $3.0m $3.0m 0.02% Reduced -2.7k -2,668
78 Lester Murray Antman dba SimplyRich 1.03% of their portfolio CARLSBAD, CA 75,67975.7k $3.0m $3.0m 1.03% Added +27 +27
79 TOWNSQUARE CAPITAL LLC 0.05% of their portfolio Lehi, UT 70,68970.7k $2.8m $2.8m 0.05% Reduced -4.2k -4,180
80 Laird Norton Wetherby Wealth Management, LLC 0.14% of their portfolio Seattle, WA 69,75169.8k $2.8m $2.8m 0.14% Added +2.6k +2,627
81 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 69,39069.4k $2.8m $2.8m 0.00% Added +19.7k +19,705
82 Capital Wealth Planning, LLC 0.03% of their portfolio NAPLES, FL 66,11366.1k $2.6m $2.6m 0.03% Added +34.9k +34,928
83 Penserra Capital Management LLC 0.05% of their portfolio ORINDA, CA 66,11366.1k $2.6m $2.6m 0.05% Added +34.9k +34,928
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,95764.0k $2.5m $2.5m 0.00% Reduced -35.6k -35,568
85 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 63,86763.9k $2.5m $2.5m 0.01% Added +27.1k +27,072
86 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 63,53063.5k $2.5m $2.5m 0.04% Added +5.1k +5,090
87 Henry James International Management Inc. 0.94% of their portfolio NEW YORK, NY 62,99163.0k $2.5m $2.5m 0.94% Unchanged
88 SG Americas Securities, LLC 0.03% of their portfolio NEW YORK, NY 60,76660.8k $2.4m $2.4m 0.03% Added +2.7k +2,687
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 57,53957.5k $2.3m $2.3m 0.00% Reduced -10.6k -10,574
90 EAGLE GLOBAL ADVISORS LLC 0.13% of their portfolio Houston, TX 55,84055.8k $2.2m $2.2m 0.13% Reduced -255 -255
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,33255.3k $2.2m $2.2m 0.00% Reduced -2.0k -2,001
92 Advisors Asset Management, Inc. 0.04% of their portfolio Monument, CO 53,35453.4k $2.1m $2.1m 0.04% Reduced -14.0k -14,020
93 Employees Retirement System of Texas 0.02% of their portfolio AUSTIN, TX 52,00852.0k $2.1m $2.1m 0.02% Added +1.6k +1,552
94 LMCG INVESTMENTS, LLC 0.13% of their portfolio BOSTON, MA 51,97152.0k $2.1m $2.1m 0.13% Reduced -1.0k -1,009
95 Eaton Financial Holdings Company, LLC 0.50% of their portfolio Coral Springs, FL 51,78551.8k $2.1m $2.1m 0.50% New
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 51,52151.5k $2.0m $2.0m 0.00% Reduced -2.8k -2,806
97 Ativo Capital Management LLC 2.14% of their portfolio CHICAGO, IL 50,41450.4k $2.0m $2.0m 2.14% Reduced -388 -388
98 Vanguard Personalized Indexing Management, LLC 0.05% of their portfolio OAKLAND, CA 47,48247.5k $1.9m $1.9m 0.05% Added +4.7k +4,664
99 Boston Common Asset Management, LLC 0.04% of their portfolio BOSTON, MA 46,60846.6k $1.8m $1.8m 0.04% New
100 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 45,10145.1k $1.8m $1.8m 0.00% Reduced -4.4k -4,406