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Old Republic International
ORI

Overview Fund Activity

538 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
Holders
538
Holders Change
+25
Holders Change %
+4.87%
% of All Funds
7.89%
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
1
Morgan Stanley
New York
$145M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$40.6M
3
Northern Trust
3
Northern Trust
Illinois
$87.7M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$14.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$63.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$409M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$207M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$189M
5
State Street
5
State Street
Massachusetts
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$306K – – –
CPA
352
Court Place Advisors
Maryland
$304K – – –
KIG
353
Kowal Investment Group
Wisconsin
$302K +$59 +2 +0%
FC
354
Fulcrum Capital
Washington
$301K – – –
AAM
355
Advisors Asset Management
Colorado
$295K -$3M -102,088 -91%
SPIA
356
Steward Partners Investment Advisory
New York
$293K -$13.8K -468 -4%
BFM
357
Boothbay Fund Management
New York
$289K -$30.8K -1,047 -10%
MCM
358
Mill Capital Management
North Carolina
$289K +$2.38K +81 +0.8%
EA
359
Evolution Advisers
Virginia
$285K -$30.6K -1,038 -10%
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$283K -$31.7K -1,079 -10%
AWA
361
Arete Wealth Advisors
Illinois
$281K +$5.67K +193 +2%
FM
362
Foster & Motley
Ohio
$280K +$5.97K +203 +2%
APP
363
Avantax Planning Partners
Iowa
$279K -$6.15K -209 -2%
QCM
364
QRG Capital Management
Illinois
$277K +$10.3K +350 +4%
Lido Advisors
365
Lido Advisors
California
$274K -$2.19M -74,444 -89%
SNBOSCI
366
Security National Bank of Sioux City Iowa
Iowa
$272K – – –
FCI
367
Financial Counselors Inc
Kansas
$267K +$2.21K +75 +0.8%
VWA
368
Visionary Wealth Advisors
Illinois
$266K – – –
MWC
369
MBM Wealth Consultants
Missouri
$265K -$22.7K -809 -8%
HFAS
370
Hummer Financial Advisory Services
Illinois
$262K – – –
FFM
371
Forum Financial Management
Illinois
$261K -$58.8K -2,000 -18%
SWA
372
SFMG Wealth Advisors
Texas
$259K – – –
CL
373
COWA LLC
Oklahoma
$258K -$6.44K -219 -2%
WG
374
Winton Group
United Kingdom
$253K -$195K -6,640 -44%
MWM
375
MGB Wealth Management
Texas
$253K +$253K +8,600 New
13 14
15
16 17