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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
SSWM
351
Sheets Smith Wealth Management
North Carolina
$280K
CPA
352
Court Place Advisors
Maryland
$279K -$8.09K -300 -3%
KIG
353
Kowal Investment Group
Wisconsin
$277K +$54 +2 +0%
MWC
354
MBM Wealth Consultants
Missouri
$277K +$12.6K +467 +5%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$277K +$18.2K +676 +7%
FC
356
Fulcrum Capital
Washington
$276K
EIC
357
Equity Investment Corp
Georgia
$274K -$2.4K -89 -0.9%
KI
358
Kapitalo Investimentos
Brazil
$271K +$30.9K +1,144 +13%
CW
359
Connectus Wealth
Ohio
$269K -$372K -13,800 -58%
MCM
360
Mill Capital Management
North Carolina
$262K
APP
361
Avantax Planning Partners
Iowa
$261K +$12.5K +463 +5%
CCG
362
Cypress Capital Group
Florida
$253K
AWA
363
Arete Wealth Advisors
Illinois
$252K +$253K +9,361 New
FM
364
Foster & Motley
Ohio
$251K
SNBOSCI
365
Security National Bank of Sioux City Iowa
Iowa
$250K
QCM
366
QRG Capital Management
Illinois
$245K +$245K +9,082 New
VWA
367
Visionary Wealth Advisors
Illinois
$244K
CL
368
COWA LLC
Oklahoma
$242K +$1.92K +71 +0.8%
FCI
369
Financial Counselors Inc
Kansas
$242K -$1.89K -70 -0.8%
HFAS
370
Hummer Financial Advisory Services
Illinois
$240K
NC
371
NinePointTwo Capital
California
$238K
SWA
372
SFMG Wealth Advisors
Texas
$237K
PCM
373
Penserra Capital Management
California
$236K
PCMC
374
Paragon Capital Management (Colorado)
Colorado
$232K -$11.3K -419 -5%
Voloridge Investment Management
375
Voloridge Investment Management
Florida
$228K +$228K +8,449 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.