Vault-13

RELX PLC RELX

SPONSORED ADR · ADR · CUSIP 759530108

422 institutional holders +25 vs Q4 2023
82,627,72982.6m shares reported held*
$3.6bnreported value*
60 new 183 added 120 reduced 31 sold out net bought ≈ $407.6m (+9.4m 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 ($7.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.28. Options: 3 managers hold calls ($16.4m notional), 3 hold puts ($592.8k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 281Q4 22: 306Q1 23: 324Q2 23: 340Q3 23: 349Q4 23: 397Q1 24: 422422Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022281
Q4 2022306
Q1 2023324
Q2 2023340
Q3 2023349
Q4 2023397
Q1 2024422

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 23Q1 24: 243 bought or addedQ1 24: 151 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022155123
Q1 2023158139
Q2 2023166144
Q3 2023183128
Q4 2023210141
Q1 2024243151

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ2 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 0.32Q1 24 calls: $16.4mQ1 24 puts: $592.8kQ1 24P/C 0.04
Numbers
QuarterCallsPutsP/C
Q2 2023$0$26.7k—
Q3 2023$80.5k$23.6k0.29
Q4 2023$534.5k$170.5k0.32
Q1 2024$16.4m$592.8k0.04

Biggest buyers

MORGAN STANLEY Added +4,564,052+4.6m
Capital International Investors Added +1,623,705+1.6m
FMR LLC Added +1,345,716+1.3m
CAPTRUST FINANCIAL ADVISORS Added +434,963+435.0k
BANK OF AMERICA CORP /DE/ Added +329,362+329.4k
BlackRock Inc. Added +328,956+329.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +273,967+274.0k
ENVESTNET ASSET MANAGEMENT INC Added +230,719+230.7k
GOLDMAN SACHS GROUP INC Added +229,938+229.9k
Qube Research & Technologies Ltd New +218,499+218.5k

Biggest sellers

Optiver Holding B.V. Sold out -554,275-554.3k
HRT FINANCIAL LP Reduced -255,266-255.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -219,200-219.2k
BANK OF MONTREAL /CAN/ Reduced -161,544-161.5k
AEGON ASSET MANAGEMENT UK Plc Reduced -133,064-133.1k
LAZARD ASSET MANAGEMENT LLC Reduced -122,717-122.7k
Bridgewater Associates, LP Reduced -121,168-121.2k
Invesco Ltd. Reduced -118,670-118.7k
APG Asset Management N.V. Sold out -112,600-112.6k
NORGES BANK Reduced -91,000-91.0k

Biggest calls

CITADEL ADVISORS LLC Added $16.4m377.7k shares
SIMPLEX TRADING, LLC Added $38.0k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $575.8k13.3k shares
SIMPLEX TRADING, LLC New $17.0k400 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 Q1 2024

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 Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 14,889,83414.9m $644.6m $644.6m 0.02% Added +4.6m +4,564,052
2 Capital International Investors 0.08% of their portfolio Los Angeles, CA 8,813,3378.8m $381.5m $381.5m 0.08% Added +1.6m +1,623,705
3 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 6,246,8596.2m $270.4m $270.4m 0.03% Added +329.4k +329,362
4 LAZARD ASSET MANAGEMENT LLC 0.25% of their portfolio NEW YORK, NY 4,680,5814.7m $202.6m $202.6m 0.25% Reduced -122.7k -122,717
5 FMR LLC 0.01% of their portfolio BOSTON, MA 3,887,5303.9m $168.3m $168.3m 0.01% Added +1.3m +1,345,716
6 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 3,579,4653.6m $155.0m $155.0m 0.03% Added +229.9k +229,938
7 BlackRock Inc. 0.00% of their portfolio New York, NY 3,141,1113.1m $136.0m $136.0m 0.00% Added +329.0k +328,956
8 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,798,3582.8m $121.1m $121.1m 0.03% Added +104.3k +104,306
9 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 2,108,2912.1m $91.3m $91.3m 0.07% Reduced -9.3k -9,276
10 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,933,4681.9m $83.7m $83.7m 0.03% Added +230.7k +230,719
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,637,1331.6m $70.9m $70.9m 0.02% Added +138.9k +138,912
12 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,621,8811.6m $70.2m $70.2m 0.01% Added +2.1k +2,109
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,422,0061.4m $61.6m $61.6m 0.00% Added +131.4k +131,420
14 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,372,7491.4m $59.4m $59.4m 0.02% Added +138.3k +138,290
15 RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio NEW YORK, NY 1,364,1001.4m $59.1m $59.1m 0.09% Reduced -219.2k -219,200
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio BOSTON, MA 1,290,9161.3m $55.9m $55.9m 0.05% Added +274.0k +273,967
17 JARISLOWSKY, FRASER Ltd 0.32% of their portfolio MONTREAL, A8 1,281,4541.3m $55.5m $55.5m 0.32% Reduced -33.1k -33,129
18 NATIXIS ADVISORS, LLC 0.13% of their portfolio Boston, MA 1,277,8181.3m $55.3m $55.3m 0.13% Added +72.0k +72,003
19 RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio ST PETERSBURG, FL 999,512999.5k $43.3m $43.3m 0.03% Reduced -23.2k -23,167
20 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 978,838978.8k $42.4m $42.4m 0.01% Reduced -118.7k -118,670
21 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 776,931776.9k $33.6m $33.6m 0.01% Reduced -69.3k -69,333
22 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 669,375669.4k $29.0m $29.0m 0.11% Added +435.0k +434,963
23 CAUSEWAY CAPITAL MANAGEMENT LLC 0.73% of their portfolio LOS ANGELES, CA 644,352644.4k $27.9m $27.9m 0.73% Added +21.4k +21,375
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 540,671540.7k $23.4m $23.4m 0.01% Added +31.8k +31,752
25 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 525,746525.7k $22.8m $22.8m 0.02% Added +133.4k +133,363
26 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 422,430422.4k $18.3m $18.3m 0.05% Added +183.0k +183,019
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 406,311406.3k $17.6m $17.6m 0.00% Reduced -21.9k -21,886
28 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 366,136366.1k $15.8m $15.8m 0.05% Added +13.6k +13,555
29 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 351,325351.3k $15.2m $15.2m 0.01% Added +13.3k +13,267
30 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio Stamford, CT 342,665342.7k $14.8m $14.8m 0.16% Added +36.8k +36,810
31 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 339,528339.5k $14.7m $14.7m 0.01% Added +25.7k +25,699
32 Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio VANCOUVER, A1 337,035337.0k $14.6m $14.6m 0.06% Added +101.3k +101,341
33 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 335,956336.0k $14.6m $14.6m 0.01% Reduced -35.8k -35,822
34 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 327,273327.3k $14.2m $14.2m 0.02% Added +10.2k +10,212
35 Eagle Ridge Investment Management 1.24% of their portfolio STAMFORD, CT 310,970311.0k $13.5m $13.5m 1.24% Reduced -1.0k -1,017
36 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 301,942301.9k $13.1m $13.1m 0.02% Added +52.1k +52,070
37 AEGON ASSET MANAGEMENT UK Plc 0.18% of their portfolio EDINBURGH, X0 273,600273.6k $11.8m $11.8m 0.18% Reduced -133.1k -133,064
38 Orion Porfolio Solutions, LLC 0.11% of their portfolio OMAHA, NE 237,789237.8k $10.3m $10.3m 0.11% Reduced -2.6k -2,639
39 Orion Portfolio Solutions, LLC 0.11% of their portfolio Omaha, NE 237,789237.8k $10.3m $10.3m 0.11% Reduced -2.6k -2,639
40 Edge Capital Group, LLC 0.49% of their portfolio ATLANTA, GA 229,823229.8k $9.9m $9.9m 0.49% Reduced -31.8k -31,750
41 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 222,924222.9k $9.7m $9.7m 0.05% Added +45.6k +45,573
42 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 218,499218.5k $9.5m $9.5m 0.02% New
43 NORGES BANK 0.00% of their portfolio OSLO, Q8 218,000218.0k $9.4m $9.4m 0.00% Reduced -91.0k -91,000
44 QRG CAPITAL MANAGEMENT, INC. 0.11% of their portfolio BERWYN, PA 206,698206.7k $8.9m $8.9m 0.11% Added +102.3k +102,349
45 Ethic Inc. 0.22% of their portfolio NEW YORK, NY 198,482198.5k $8.6m $8.6m 0.22% Added +12.1k +12,069
46 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 193,191193.2k $8.4m $8.4m 0.05% Added +65.6k +65,581
47 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 176,641176.6k $7.6m $7.6m 0.01% Added +15.3k +15,337
48 Crossmark Global Holdings, Inc. 0.14% of their portfolio HOUSTON, TX 171,032171.0k $7.4m $7.4m 0.14% Added +1.8k +1,753
49 Hamilton Point Investment Advisors, LLC 1.32% of their portfolio CHAPEL HILL, NC 156,230156.2k $6.8m $6.8m 1.32% Added +255 +255
50 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 155,688155.7k $6.7m $6.7m 0.06% Reduced -13.3k -13,278
51 Advisors Capital Management, LLC 0.12% of their portfolio RIDGEWOOD, NJ 147,070147.1k $6.4m $6.4m 0.12% Added +1.2k +1,177
52 RITHOLTZ WEALTH MANAGEMENT 0.22% of their portfolio NEW YORK, NY 146,408146.4k $6.3m $6.3m 0.22% Added +22.8k +22,842
53 NewEdge Wealth, LLC 0.13% of their portfolio STAMFORD, CT 145,079145.1k $6.0m $6.0m 0.13% Added +40.6k +40,626
54 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 139,169139.2k $6.0m $6.0m 0.02% Added +75.3k +75,302
55 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 138,777138.8k $6.0m $6.0m 0.00% Added +13.6k +13,616
56 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 130,289130.3k $5.6m $5.6m 0.04% Reduced -4.3k -4,261
57 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 113,675113.7k $4.9m $4.9m 0.02% Added +15.6k +15,610
58 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 110,731110.7k $4.8m $4.8m 0.01% Added +16.1k +16,109
59 Prosperity Consulting Group, LLC 0.58% of their portfolio OWINGS MILLS, MD 107,730107.7k $4.7m $4.7m 0.58% New
60 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 107,694107.7k $4.7m $4.7m 0.01% Reduced -12.1k -12,127
61 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 104,260104.3k $4.5m $4.5m 0.02% Reduced -121.2k -121,168
62 Blue Zone Wealth Advisors, LLC 1.51% of their portfolio LOS ANGELES, CA 101,652101.7k $4.4m $4.4m 1.51% New
63 Quantinno Capital Management LP 0.09% of their portfolio NEW YORK, NY 93,44693.4k $4.0m $4.0m 0.09% Added +9.4k +9,368
64 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 93,27593.3k $4.1m $4.1m 0.00% Reduced -161.5k -161,544
65 Northwest & Ethical Investments L.P. 0.11% of their portfolio TORONTO, A6 88,89788.9k $3.8m $3.8m 0.11% Reduced -36.1k -36,103
66 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 88,79488.8k $3.8m $3.8m 0.02% Added +5.0k +4,952
67 CAPITAL INSIGHT PARTNERS, LLC 0.71% of their portfolio SCOTTSDALE, AZ 87,59387.6k $3.8m $3.8m 0.71% Added +6.2k +6,183
68 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 87,03987.0k $3.8m $3.8m 0.00% Added +17.6k +17,649
69 Seascape Capital Management 1.38% of their portfolio PORTSMOUTH, NH 85,88685.9k $3.7m $3.7m 1.38% Reduced -12.4k -12,364
70 Mariner, LLC 0.01% of their portfolio Overland Park, KS 85,87785.9k $3.7m $3.7m 0.01% Added +1.5k +1,515
71 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 82,68682.7k $3.6m $3.6m 0.05% Reduced -5.9k -5,869
72 SIT INVESTMENT ASSOCIATES INC 0.08% of their portfolio Minneapolis, MN 82,63282.6k $3.6m $3.6m 0.08% Reduced -8.6k -8,610
73 PARADIGM ASSET MANAGEMENT CO LLC 0.90% of their portfolio NEW YORK, NY 82,10082.1k $3.6m $3.6m 0.90% Reduced -6.0k -6,000
74 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 81,03881.0k $3.5m $3.5m 0.05% Added +17.5k +17,508
75 Henry James International Management Inc. 1.04% of their portfolio NEW YORK, NY 78,19178.2k $3.4m $3.4m 1.04% Added +15.2k +15,200
76 Lester Murray Antman dba SimplyRich 1.07% of their portfolio CARLSBAD, CA 76,69476.7k $3.3m $3.3m 1.07% Added +1.0k +1,015
77 Arlington Partners LLC 1.66% of their portfolio BIRMINGHAM, AL 75,19675.2k $3.3m $3.3m 1.66% Reduced -3.5k -3,500
78 EARNEST PARTNERS LLC 0.01% of their portfolio ATLANTA, GA 74,97275.0k $3.2m $3.2m 0.01% Reduced -1.1k -1,064
79 Dorsey Wright & Associates 0.83% of their portfolio PASADENA, CA 73,87073.9k $3.2m $3.2m 0.83% Reduced -6.4k -6,446
80 Employees Retirement System of Texas 0.03% of their portfolio AUSTIN, TX 72,82872.8k $3.2m $3.2m 0.03% Added +20.8k +20,820
81 TOWNSQUARE CAPITAL LLC 0.05% of their portfolio Lehi, UT 72,52872.5k $3.1m $3.1m 0.05% Added +1.8k +1,839
82 Boston Common Asset Management, LLC 0.07% of their portfolio BOSTON, MA 71,08271.1k $3.1m $3.1m 0.07% Added +24.5k +24,474
83 Laird Norton Wetherby Wealth Management, LLC 0.15% of their portfolio Seattle, WA 70,73370.7k $3.1m $3.1m 0.15% Added +982 +982
84 Capital Wealth Planning, LLC 0.03% of their portfolio NAPLES, FL 67,48567.5k $2.9m $2.9m 0.03% Added +1.4k +1,372
85 Penserra Capital Management LLC 0.04% of their portfolio ORINDA, CA 67,48567.5k $2.9m $2.9m 0.04% Added +1.4k +1,372
86 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 63,12863.1k $2.7m $2.7m 0.01% Added +22.5k +22,525
87 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 61,57661.6k $2.7m $2.7m 0.01% Added +810 +810
88 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 60,66660.7k $2.6m $2.6m 0.01% Added +41.1k +41,084
89 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 58,51958.5k $2.5m $2.5m 0.01% Reduced -89.0k -88,983
90 Vanguard Personalized Indexing Management, LLC 0.05% of their portfolio OAKLAND, CA 56,50256.5k $2.4m $2.4m 0.05% Added +9.0k +9,020
91 EAGLE GLOBAL ADVISORS LLC 0.14% of their portfolio Houston, TX 55,78055.8k $2.4m $2.4m 0.14% Reduced -60 -60
92 Quantbot Technologies LP 0.13% of their portfolio NEW YORK, NY 53,90253.9k $2.3m $2.3m 0.13% Added +43.1k +43,133
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 53,51753.5k $2.3m $2.3m 0.00% Reduced -4.0k -4,022
94 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 53,40053.4k $2.3m $2.3m 0.01% Added +34.6k +34,600
95 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 52,70052.7k $2.3m $2.3m 0.02% Added +38.8k +38,800
96 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,56352.6k $2.3m $2.3m 0.00% Reduced -2.8k -2,769
97 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 52,47252.5k $2.3m $2.3m 0.01% Added +9.7k +9,744
98 Ativo Capital Management LLC 2.18% of their portfolio CHICAGO, IL 50,23550.2k $2.2m $2.2m 2.18% Reduced -179 -179
99 LMCG INVESTMENTS, LLC 0.13% of their portfolio BOSTON, MA 49,10449.1k $2.1m $2.1m 0.13% Reduced -2.9k -2,867
100 Cubist Systematic Strategies, LLC 0.02% of their portfolio STAMFORD, CT 48,60348.6k $2.1m $2.1m 0.02% New