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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
SIC
401
Salem Investment Counselors
North Carolina
$198K -$28.1K -1,000 -13%
CSC
402
Caldwell Sutter Capital
California
$191K – – –
SOW
403
State of Wyoming
Wyoming
$179K -$14.3K -507 -8%
NSG
404
Nalls Sherbakoff Group
Tennessee
$177K – – –
EL
405
EMFO LLC
Florida
$159K – – –
SIA
406
Sit Investment Associates
Minnesota
$153K – – –
S
407
SignatureFD
Georgia
$143K -$17.2K -613 -11%
BBHC
408
Brown Brothers Harriman & Co
New York
$141K -$25.3K -900 -16%
WTC
409
WhitTier Trust Company
Nevada
$141K +$118K +4,200 +700%
IGWM
410
ICA Group Wealth Management
Colorado
$139K +$133K +4,725 New
KBC Group
411
KBC Group
Belgium
$132K – – –
Nomura Asset Management
412
Nomura Asset Management
Japan
$124K – – –
JWM
413
Janiczek Wealth Management
Colorado
$121K -$2.95K -105 -2%
CFO
414
CVA Family Office
Colorado
$121K +$115K +4,100 New
EWA
415
EverSource Wealth Advisors
Alabama
$118K +$760 +27 +0.7%
GGI
416
Godsey & Gibb Inc
Virginia
$115K – – –
IFAM
417
Institutional & Family Asset Management
Colorado
$115K – – –
NICM
418
Neo Ivy Capital Management
New York
$109K +$105K +3,723 New
PTC
419
Private Trust Company
Ohio
$99.9K +$2.81K +100 +3%
SIS
420
Sound Income Strategies
Florida
$94K +$90K +3,198 New
Mitsubishi UFJ Trust & Banking
421
Mitsubishi UFJ Trust & Banking
Japan
$91.8K +$3.8K +135 +5%
UFG
422
United Fire Group
Iowa
$88.2K – – –
HT
423
Headlands Technologies
Illinois
$74.4K +$71.1K +2,529 New
CTC
424
Central Trust Company
Missouri
$73.8K -$5.63K -200 -7%
AI
425
AXS Investments
New York
$72.9K -$703 -25 -1%
15 16
17
18 19

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.