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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
GI
451
GAMMA Investing
California
$33.6K +$33.8K +1,200 New
CHA
452
Carmichael Hill & Associates
Maryland
$33.3K +$253 +9 +0.8%
RIM
453
Rockbridge Investment Management
New York
$32.3K +$30.9K +1,100 New
CA
454
Clearstead Advisors
Ohio
$30.8K -$29.4K -1,046 -50%
BWM
455
BKM Wealth Management
Wisconsin
$29.4K +$28.1K +1,000 New
MA
456
MCF Advisors
Kentucky
$28.3K – – –
DF
457
Dunhill Financial
United Kingdom
$27.6K +$2.58M +91,560 New
NF
458
Norwood Financial
Pennsylvania
$25K – – –
HIA
459
Harbor Investment Advisory
Maryland
$23.6K – – –
DMBA
460
Deseret Mutual Benefit Administrators
Utah
$23.5K -$6.75K -240 -23%
IPW
461
Impact Partnership Wealth
Georgia
$23.2K -$480K -17,072 -96%
RCM
462
Raleigh Capital Management
North Carolina
$23K -$2.02K -72 -8%
QCG
463
Quadrant Capital Group
Ohio
$22.3K – – –
RDFA
464
Ritter Daniher Financial Advisory
Ohio
$22.1K – – –
CFD
465
Creative Financial Designs
Indiana
$22K – – –
RFA
466
Register Financial Advisors
Georgia
$21.5K +$18.3K +651 +794%
NA
467
NewEdge Advisors
Louisiana
$20.8K -$202K -7,181 -91%
CT
468
Colonial Trust
South Carolina
$20.6K – – –
CBT
469
Central Bank & Trust
Kentucky
$20.2K +$19.3K +686 New
DA
470
Denali Advisors
California
$19.7K -$24.6K -876 -57%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$19.6K -$37.6K -1,337 -67%
LC
472
Lindbrook Capital
California
$17.3K +$15.7K +559 +1,928%
HCP
473
Hexagon Capital Partners
Arkansas
$16.6K -$7.91K -281 -33%
SWM
474
Spire Wealth Management
Virginia
$15.3K – – –
HI
475
Harbour Investments
Wisconsin
$15.1K +$14.5K +515 New
17 18
19
20 21

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.