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NLI Holdings

67 hedge funds and large institutions have $39.9M invested in NLI Holdings in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $175K | Put options by funds: $27K

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

26% more capital invested

Capital invested by funds: $31.7M → $39.9M (+$8.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 6667 (+1)

0.22% more ownership

Funds ownership: 10.77%10.99% (+0.22%)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
15
Closed
4
Calls
$175K
Puts
$27K
Net Calls
+$148K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$5.37K
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.53K
AAP
53
Arax Advisory Partners
Colorado
$4.14K
AIP
54
Ameritas Investment Partners
Nebraska
$3.95K
HNB
55
Hilltop National Bank
Wyoming
$3.51K
SAM
56
Smartleaf Asset Management
Massachusetts
$3.24K +$469 +73 +20%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.37K +213 +126%
AB
58
Amalgamated Bank
New York
$2K
HCA
59
Harbor Capital Advisors
Illinois
$2K +$1.98K +308 New
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.51K -$874 -136 -40%
EWA
61
EverSource Wealth Advisors
Alabama
$1.47K
CPA
62
Capital Performance Advisors
California
$372 +$321 +50 New
SCM
63
Sterling Capital Management
North Carolina
$201 +$173 +27 New
Group One Trading
64
Group One Trading
Illinois
$111
Osaic Holdings
65
Osaic Holdings
Arizona
$96
HNB
66
Huntington National Bank
Ohio
$7
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$310K -51,334 Closed
VWM
68
Venturi Wealth Management
Texas
-$140K -23,200 Closed
NA
69
NewEdge Advisors
Louisiana
-$4.05K -671 Closed
C
70
Covestor
United Kingdom
-$90 -14 -30%
IC
71
Innealta Capital
Texas
-$18 -3 Closed

NL Hedge Fund Activity: Q3 2024 in Review

67 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q3 2024, worth a combined $39.9M — up 26% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NL positions and 4 closed out — a net gain of 1 holder — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Millennium Management, adding an estimated $176K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $310K sold.

  • 67 institutional investors held NLI Holdings (NL) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $39.9M of NLI Holdings stock for Q3 2024, up 26% quarter-over-quarter.
  • 5 funds opened new NLI Holdings positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest NLI Holdings buyer in Q3 2024 was Millennium Management, an estimated $176K added.
  • The largest NLI Holdings seller in Q3 2024 was Susquehanna International Group, an estimated $310K sold.

Based on aggregated 13F filings for Q3 2024.