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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
HC
501
Hoese & Co
Minnesota
$6.15K – – –
CJ
502
Caitlin John
Michigan
$6.12K +$5.85K +208 New
ADL
503
Asset Dedication LLC
California
$6K -$14.8K -527 -73%
PWMG
504
Prestige Wealth Management Group
New Jersey
$5.38K – – –
MRCM
505
M&R Capital Management
New Jersey
$5.32K +$28 +1 +0.6%
FHA
506
First Horizon Advisors
Tennessee
$5.31K +$2.19K +78 +76%
CSS
507
Cubist Systematic Strategies
Connecticut
$5.23K -$3.55M -126,137 -100%
ODG
508
O'Dell Group
Ohio
$4.88K +$4.67K +166 New
PPC
509
Park Place Capital
Alabama
$4.79K -$5.12K -182 -53%
HWA
510
Heritage Wealth Advisors
Virginia
$4.41K – – –
TPCW
511
TD Private Client Wealth
New York
$4.12K – – –
AWM
512
Avior Wealth Management
Nebraska
$3.94K – – –
CT
513
Caldwell Trust
Florida
$3.62K – – –
PB
514
Pinnacle Bancorp
Nebraska
$3.26K – – –
SIC
515
SJS Investment Consulting
Ohio
$3.15K +$563 +20 +23%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$3.09K – – –
VF
517
VitalStone Financial
Texas
$3K +$56 +2 +2%
RWM
518
Ruedi Wealth Management
Illinois
$2.94K – – –
FCA
519
FinTrust Capital Advisors
South Carolina
$2.53K – – –
VAG
520
VisionPoint Advisory Group
Texas
$2.26K -$928 -33 -30%
VCM
521
Versant Capital Management
Arizona
$2.09K -$478 -17 -19%
MFT
522
Moisand Fitzgerald Tamayo
Florida
$2K – – –
AW
523
Avion Wealth
Texas
$2K +$506 +18 +29%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.76K +$1.69K +60 New
MCM
525
Manchester Capital Management
Vermont
$1.71K – – –
19 20
21
22 23

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.