We are live on ! Find out more
NL icon

NLI Holdings

66 hedge funds and large institutions have $42.9M invested in NLI Holdings in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $16K | Put options by funds: $2K

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $39.9M → $42.9M (+$2.95M)

0.3% more ownership

Funds ownership: 10.99%11.3% (+0.3%)

1% less funds holding

Funds holding: 6766 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
13
Closed
6
Calls
$16K
Puts
$2K
Net Calls
+$14K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$200K
Goldman Sachs
27
Goldman Sachs
New York
$184K +$50.2K +6,342 +37%
N
28
Nuveen
North Carolina
$180K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$171K +$7.38K +933 +4%
WG
30
Winton Group
United Kingdom
$159K +$162K +20,494 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$139K -$36.7K -4,633 -21%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$115K +$17.5K +2,217 +18%
Barclays
33
Barclays
United Kingdom
$105K +$12.7K +1,604 +13%
Deutsche Bank
34
Deutsche Bank
Germany
$85.8K
UBS Group
35
UBS Group
Switzerland
$79.9K -$4.09K -517 -5%
Lazard Asset Management
36
Lazard Asset Management
New York
$74K +$22.7K +2,871 +43%
Citigroup
37
Citigroup
New York
$50.5K +$2.85K +360 +6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$48.8K
Wells Fargo
39
Wells Fargo
California
$42.2K +$8.52K +1,077 +25%
FCMT
40
Founders Capital Management (Texas)
Texas
$38.9K
Mirae Asset Global ETFs Holdings
41
Mirae Asset Global ETFs Holdings
Hong Kong
$37.4K +$1.8K +228 +5%
SO
42
STRS Ohio
Ohio
$34.2K +$34.8K +4,400 New
CF
43
Corebridge Financial
Texas
$32.5K -$2.49K -315 -7%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$19.3K -$570 -72 -3%
Canada Life
45
Canada Life
Manitoba, Canada
$19K +$19.3K +2,444 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$11.3K
TRCT
47
Tower Research Capital (TRC)
New York
$9.28K +$2.5K +316 +36%
IA
48
IFP Advisors
Florida
$6.85K +$8 +1 +0.1%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$6K
Legal & General Group
50
Legal & General Group
United Kingdom
$5.62K

NL Hedge Fund Activity: Q4 2024 in Review

66 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q4 2024, worth a combined $42.9M — up 7.4% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NL positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $173K. The largest seller was Millennium Management, exiting entirely with an estimated $410K sold.

  • 66 institutional investors held NLI Holdings (NL) as of Q4 2024, down from 67 in Q3 2024.
  • Funds reported $42.9M of NLI Holdings stock for Q4 2024, up 7.4% quarter-over-quarter.
  • 7 funds opened new NLI Holdings positions in Q4 2024 and 6 closed out, a net change of +1 holder.
  • The largest NLI Holdings buyer in Q4 2024 was Dimensional Fund Advisors, an estimated $173K added.
  • The largest NLI Holdings seller in Q4 2024 was Millennium Management, an estimated $410K sold.

Based on aggregated 13F filings for Q4 2024.