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Old Republic International
ORI

Overview Fund Activity

514 hedge funds and large institutions have $5.9B invested in Old Republic International in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 164 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-24
Holders Change %
-4.46%
% of All Funds
7.45%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
43
Increased
164
Reduced
204
Closed
58
Calls
$4.63M
Puts
$1.92M
Net Calls
+$2.7M
Net Calls Change
-$2.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$865M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$89.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$15.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$46.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$362M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$132M
4
BlackRock
4
BlackRock
New York
$945M
5
Macquarie Group
5
Macquarie Group
Australia
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
301
Avidian Wealth Enterprises
Texas
$401K -$4.61K -150 -1%
LG
302
Leuthold Group
Minnesota
$399K -$17K -554 -4%
CAN
303
Cetera Advisor Networks
California
$393K +$16.4K +534 +4%
SF
304
Synovus Financial
Georgia
$389K +$2.43K +79 +0.6%
MPCG
305
Matrix Private Capital Group
New York
$388K – – –
Cerity Partners
306
Cerity Partners
New York
$380K +$380K +12,359 New
DADC
307
D.A. Davidson & Co
Montana
$376K -$10.1K -330 -3%
SFM
308
Signet Financial Management
New Jersey
$373K +$6.79K +221 +2%
CIM
309
Contravisory Investment Management
Massachusetts
$363K -$6.61K -215 -2%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$363K -$54.7K -1,780 -13%
NRS
311
Neville Rodie & Shaw
New York
$360K – – –
EFG
312
Everhart Financial Group
Ohio
$357K +$29.3K +953 +9%
AWM
313
AE Wealth Management
Kansas
$356K -$3.96M -129,013 -92%
PTC
314
Petrus Trust Company
Texas
$356K +$126K +4,108 +55%
FHC
315
First Heartland Consultants
Missouri
$354K +$15.5K +503 +5%
SWP
316
Stratos Wealth Partners
Ohio
$351K +$22.4K +728 +7%
NRD
317
Nebula Research & Development
New York
$350K +$350K +11,382 New
SCM
318
Shelton Capital Management
Colorado
$345K – – –
PA
319
Pinnacle Associates
New York
$344K -$6.7K -218 -2%
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$343K +$84K +2,734 +32%
IA
321
IFP Advisors
Florida
$343K -$17.3K -564 -5%
FFM
322
Forum Financial Management
Illinois
$338K +$64.5K +2,100 +24%
JWA
323
JFS Wealth Advisors
Pennsylvania
$337K -$768 -25 -0.2%
EWM
324
Empirical Wealth Management
Washington
$332K +$89.9K +2,927 +37%
FM
325
Foster & Motley
Ohio
$328K +$35.5K +1,154 +12%
11 12
13
14 15