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Old Republic International
ORI

539 hedge funds and large institutions have $5.87B invested in Old Republic International in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 141 increasing their positions, 219 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.07M

63% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 51

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

10% more capital invested

Capital invested by funds: $5.33B → $5.87B (+$533M)

5% more funds holding

Funds holding: 514 → 539 (+25)

1.83% more ownership

Funds ownership: 69.41% → 71.24% (+1.8%)

36% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 219

Holders
539
Holders Change
+25
Holders Change %
+4.86%
% of All Funds
7.86%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
83
Increased
141
Reduced
219
Closed
51
Calls
$5.8M
Puts
$1.07M
Net Calls
+$4.73M
Net Calls Change
-$1.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$65.4M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$24.7M
3
Northern Trust
Northern Trust
Illinois
+$14.7M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$13.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$9.87M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$26.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$22.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$17.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.4M
5
State Street
State Street
Massachusetts
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
226
Hussman Strategic Advisors
Maryland
$1.23M – – –
Stifel Financial
227
Stifel Financial
Missouri
$1.14M -$15.5K -551 -1%
SDIC
228
South Dakota Investment Council
South Dakota
$1.14M – – –
VPIM
229
Vanguard Personalized Indexing Management
California
$1.09M -$94.7K -3,365 -8%
LF
230
Lee Financial
Texas
$1.07M +$1.21K +43 +0.1%
HSA
231
HBK Sorce Advisory
Pennsylvania
$1.06M +$1.02M +36,141 New
Lazard Asset Management
232
Lazard Asset Management
New York
$1.05M -$22.4K -797 -2%
Truist Financial
233
Truist Financial
North Carolina
$1.05M -$21.2K -754 -2%
Fuller & Thaler Asset Management
234
Fuller & Thaler Asset Management
California
$1.05M +$397K +14,100 +66%
Deutsche Bank
235
Deutsche Bank
Germany
$1.03M +$28.8K +1,024 +3%
KWA
236
Kellett Wealth Advisors
Ohio
$987K +$7.85K +279 +0.8%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$980K +$937K +33,320 New
HighTower Advisors
238
HighTower Advisors
Illinois
$976K +$36.1K +1,285 +4%
Federated Hermes
239
Federated Hermes
Pennsylvania
$975K -$122K -4,347 -12%
MWPCG
240
Measured Wealth Private Client Group
New Hampshire
$966K +$47.1K +1,676 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
241
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$962K +$920K +32,710 New
X
242
Xponance
Pennsylvania
$951K -$9.23K -328 -1%
OTL
243
Oak Thistle LLC
New York
$949K -$154K -5,476 -15%
Pictet Asset Management
244
Pictet Asset Management
Switzerland
$918K -$49K -1,742 -5%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$908K – – –
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$891K -$39.2K -1,394 -4%
A
247
AlphaQuest
New York
$881K +$843K +29,977 New
NYLIM
248
New York Life Investment Management
New York
$878K +$840K +29,864 New
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$874K +$133K +4,716 +19%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$824K – – –
8 9
10
11 12

ORI Hedge Fund Activity: Q4 2023 in Review

539 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q4 2023, worth a combined $5.87B — up 10% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ORI positions and 51 closed out — a net gain of 32 holders — while 141 added to existing stakes and 219 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.4M. The largest seller was UBS Group, cutting an estimated $26.4M.

  • 539 institutional investors held Old Republic International (ORI) as of Q4 2023, up from 514 in Q3 2023.
  • Funds reported $5.87B of Old Republic International stock for Q4 2023, up 10% quarter-over-quarter.
  • 83 funds opened new Old Republic International positions in Q4 2023 and 51 closed out, a net change of +32 holders.
  • The largest Old Republic International buyer in Q4 2023 was Morgan Stanley, an estimated $65.4M added.
  • The largest Old Republic International seller in Q4 2023 was UBS Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2023.