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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
FP
476
Financial Perspectives
Minnesota
$15K +$113 +4 +0.8%
MHR
477
Matthew Hamilton Rosenberg
$14.7K – – –
NFSG
478
Newbridge Financial Services Group
Florida
$14.3K +$56 +2 +0.4%
W
479
WealthCollab
Washington
$14.3K +$13.6K +485 New
PS
480
Principal Securities
Iowa
$13.7K +$13.1K +467 New
TWC
481
TD Waterhouse Canada
Ontario, Canada
$13.1K +$12.5K +444 New
CAL
482
Capital Advisors Ltd
Ohio
$13K – – –
First Manhattan
483
First Manhattan
New York
$12.8K -$675 -24 -6%
WIA
484
Wetzel Investment Advisors
Indiana
$12K +$11.3K +400 New
MAM
485
Meeder Asset Management
Ohio
$11.6K – – –
PCM
486
Peregrine Capital Management
Minnesota
$11.5K – – –
CT
487
Cambridge Trust
Massachusetts
$11.5K +$11K +390 New
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$10.5K – – –
HH
489
HWG Holdings
Texas
$10.2K +$9.79K +348 New
PFBT
490
Parkside Financial Bank & Trust
Missouri
$10.1K -$4.25K -151 -31%
DIP
491
DT Investment Partners
Pennsylvania
$9.61K – – –
CMP
492
Coston McIsaac & Partners
Maine
$9K -$675 -24 -7%
BFEC
493
Benjamin F. Edwards & Company
Missouri
$9K – – –
FCT
494
First Community Trust
Iowa
$8.82K – – –
FFA
495
Frazier Financial Advisors
Ohio
$8.73K +$8.36K +297 New
GPI
496
General Partner Inc
Pennsylvania
$8.47K – – –
BIA
497
Bell Investment Advisors
California
$8.35K – – –
FMTCOCP
498
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
MSWM
499
McGlone Suttner Wealth Management
Wisconsin
$7.5K +$7.17K +255 New
DJSG
500
D.J. St. Germain
Massachusetts
$6.17K – – –
18 19
20
21 22

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.