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Old Republic International

514 hedge funds and large institutions have $5.33B invested in Old Republic International in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $1.04M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 490514 (+24)

4% more capital invested

Capital invested by funds: $5.14B → $5.33B (+$196M)

0.95% less ownership

Funds ownership: 70.36%69.41% (-0.95%)

7% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 175

Holders
514
Holders Change
+24
Holders Change %
+4.9%
% of All Funds
8.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
67
Increased
162
Reduced
175
Closed
39
Calls
$6.93M
Puts
$1.04M
Net Calls
+$5.89M
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$515K -$5.64K -209 -1%
I
277
InceptionR
California
$508K +$22K +814 +5%
SAG
278
SageView Advisory Group
California
$500K
PAG
279
Private Advisor Group
New Jersey
$494K -$33.3K -1,236 -6%
NC
280
NewSquare Capital
Pennsylvania
$493K
SFI
281
SPC Financial Inc
Maryland
$491K +$27K +1,000 +6%
CCM
282
Coldstream Capital Management
Washington
$489K -$1.08K -40 -0.2%
FPAS
283
Focus Partners Advisor Solutions
Missouri
$488K +$54 +2 +0%
CC
284
Centiva Capital
New York
$485K +$486K +18,010 New
IPW
285
Impact Partnership Wealth
Georgia
$481K +$482K +17,863 New
CIM
286
Cambria Investment Management
California
$474K -$83.1K -3,080 -15%
SFS
287
Sowell Financial Services
Arkansas
$474K -$103K -3,831 -18%
NA
288
Navellier & Associates
Nevada
$472K -$35.9K -1,331 -7%
EI
289
Ethic Inc
New York
$470K -$383K -14,207 -45%
ECM
290
Evergreen Capital Management
Washington
$464K +$1.56K +58 +0.3%
LFAS
291
Level Four Advisory Services
Texas
$464K +$13.4K +497 +3%
EAM
292
Erste Asset Management
Austria
$442K
USAA
293
United Services Automobile Association
Texas
$440K +$46.4K +1,721 +12%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$437K +$18.6K +691 +4%
Fisher Asset Management
295
Fisher Asset Management
Washington
$433K +$434K +16,075 New
CM
296
Capula Management
Cayman Islands
$431K +$431K +15,980 New
MFS
297
Mirabella Financial Services
United Kingdom
$429K +$430K +15,929 New
FG
298
Foster Group
Iowa
$429K +$1.21K +45 +0.3%
JMPWA
299
JP Morgan Private Wealth Advisors
California
$425K -$97.7K -3,623 -19%
DT
300
Diversified Trust
Tennessee
$423K +$424K +15,719 New

ORI Hedge Fund Activity: Q3 2023 in Review

514 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Old Republic International (ORI) for Q3 2023, worth a combined $5.33B — up 3.8% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ORI positions and 39 closed out — a net gain of 28 holders — while 162 added to existing stakes and 175 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $47.6M. The largest seller was State Street, cutting an estimated $246M.

  • 514 institutional investors held Old Republic International (ORI) as of Q3 2023, up from 490 in Q2 2023.
  • Funds reported $5.33B of Old Republic International stock for Q3 2023, up 3.8% quarter-over-quarter.
  • 67 funds opened new Old Republic International positions in Q3 2023 and 39 closed out, a net change of +28 holders.
  • The largest Old Republic International buyer in Q3 2023 was Arrowstreet Capital, an estimated $47.6M added.
  • The largest Old Republic International seller in Q3 2023 was State Street, an estimated $246M sold.

Based on aggregated 13F filings for Q3 2023.