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NLI Holdings

41 hedge funds and large institutions have $9.51M invested in NLI Holdings in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 6.98%6.54% (-0.44%)

15% less funds holding

Funds holding: 4841 (-7)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

62% less capital invested

Capital invested by funds: $25.2M → $9.51M (-$15.7M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$4.47M -$41.9K -8,248 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22M -$317K -62,252 -13%
MP
3
Mangrove Partners
Connecticut
$927K +$101K +19,925 +7%
BIT
4
BlackRock Institutional Trust
California
$543K
BFA
5
BlackRock Fund Advisors
California
$490K -$8.74K -1,718 -1%
State Street
6
State Street
Massachusetts
$351K -$3.48K -684 -0.6%
Northern Trust
7
Northern Trust
Illinois
$284K +$936 +184 +0.2%
Renaissance Technologies
8
Renaissance Technologies
New York
$214K +$67.8K +13,331 +23%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$194K +$226K +44,500 +217%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$110K -$36.9K -7,260 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$95K -$585 -115 -0.4%
Charles Schwab
12
Charles Schwab
California
$88K +$9.65K +1,898 +7%
BIM
13
BlackRock Investment Management
Delaware
$84K
TCIM
14
TIAA CREF Investment Management
New York
$77K -$21.9K -4,300 -14%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$45K +$76.5K +15,035 New
AllianceBernstein
16
AllianceBernstein
Tennessee
$40K -$2.54K -500 -4%
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$37K -$1.02K -200 -2%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$36K +$1.22K +239 +2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$33K +$5.09K +1,000 +10%
Deutsche Bank
20
Deutsche Bank
Germany
$29K -$47.1K -9,254 -47%
TA
21
Teachers Advisors
New York
$27K
NFA
22
Nationwide Fund Advisors
Ohio
$24K
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$19K -$9.15K -1,800 -23%
Morgan Stanley
24
Morgan Stanley
New York
$13K +$21.2K +4,170 +4,129%
AIG
25
American International Group
New York
$12K +$20 +4 +0.1%

NL Hedge Fund Activity: Q3 2015 in Review

41 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q3 2015, worth a combined $9.51M — down 62% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NL and 2 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was California Public Employees Retirement System, adding an estimated $226K. The largest seller was Zacks Investment Management, exiting entirely with an estimated $672K sold.

  • 41 institutional investors held NLI Holdings (NL) as of Q3 2015, down from 48 in Q2 2015.
  • Funds reported $9.51M of NLI Holdings stock for Q3 2015, down 62% quarter-over-quarter.
  • 2 funds opened new NLI Holdings positions in Q3 2015 and 9 closed out, a net change of -7 holders.
  • The largest NLI Holdings buyer in Q3 2015 was California Public Employees Retirement System, an estimated $226K added.
  • The largest NLI Holdings seller in Q3 2015 was Zacks Investment Management, an estimated $672K sold.

Based on aggregated 13F filings for Q3 2015.