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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
CA
301
Cetera Advisors
Colorado
$466K -$121K -4,309 -21%
FNT
302
First National Trust
Pennsylvania
$460K – – –
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$458K +$10.6K +376 +2%
PP
304
Prudential plc
United Kingdom
$458K – – –
FHB
305
First Hawaiian Bank
Hawaii
$455K +$760 +27 +0.2%
SFS
306
Sowell Financial Services
Arkansas
$454K -$61K -2,170 -12%
EI
307
Ethic Inc
New York
$450K -$60.5K -2,149 -12%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$442K -$32.9K -1,170 -7%
RCG
309
Resource Consulting Group
Florida
$441K +$422K +15,003 New
Walleye Capital
310
Walleye Capital
New York
$439K +$420K +14,942 New
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$432K +$410K +14,573 +10,795%
UB
312
UMB Bank
Missouri
$431K -$3.91K -139 -0.9%
FG
313
Foster Group
Iowa
$429K – – –
BSW
314
Buckingham Strategic Wealth
Missouri
$425K -$8.44K -300 -2%
CC
315
Cipher Capital
New York
$421K +$403K +14,335 New
MSAM
316
Moloney Securities Asset Management
Missouri
$405K +$1.46K +52 +0.4%
SNBOSD
317
Security National Bank of So Dak
Iowa
$401K – – –
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$400K +$382K +13,591 New
LG
319
Leuthold Group
Minnesota
$398K -$2.9K -103 -0.8%
SI
320
Stephens Inc
Arkansas
$398K -$1.27K -45 -0.3%
PSFG
321
Prairie Sky Financial Group
Illinois
$392K – – –
AWE
322
Avidian Wealth Enterprises
Texas
$388K – – –
ABLA
323
Alan B. Lancz & Associates
Ohio
$384K -$11.3K -400 -3%
GCM
324
Graham Capital Management
Connecticut
$375K -$67.3K -2,392 -16%
MPCG
325
Matrix Private Capital Group
New York
$371K – – –
11 12
13
14 15

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.