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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
S
526
Sachetta
Massachusetts
$1.29K +$1.24K +44 New
GWS
527
Glassman Wealth Services
Virginia
$1.21K -$11.2K -397 -91%
RG
528
Retirement Group
California
$1.09K – – –
PWMG
529
Private Wealth Management Group
New Jersey
$1.06K +$1.01K +36 New
FMP
530
Financial Management Professionals
Texas
$1K -$28.5K -1,014 -98%
RFG
531
RFP Financial Group
Georgia
$941 – – –
AF
532
Advisornet Financial
Minnesota
$911 -$22.3K -794 -96%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$777 +$731 +26 New
GI
534
Gradient Investments
Minnesota
$676 – – –
HI
535
Horizon Investments
North Carolina
$647 +$281 +10 +83%
AFWM
536
Abich Financial Wealth Management
Virginia
$441 +$422 +15 New
TWP
537
TFO Wealth Partners
Ohio
$382 – – –
FGAM
538
Financial Gravity Asset Management
Texas
$40 +$28 +1 New
Asset Management One
539
Asset Management One
Japan
– -$4.9M -182,034 Closed
N
540
Natixis
France
– -$3.14M -116,391 Closed
CB
541
Cadence Bank
Mississippi
– -$2.31M -85,688 Closed
GCM
542
Genus Capital Management
British Columbia, Canada
– -$2.25M -83,400 Closed
DFCM
543
Dark Forest Capital Management
Puerto Rico
– -$1.92M -71,217 Closed
HF
544
HRT Financial
New York
– -$1.81M -67,339 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
545
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.43M -53,195 Closed
WFAG
546
Wescott Financial Advisory Group
Pennsylvania
– -$973K -36,122 Closed
Capstone Investment Advisors
547
Capstone Investment Advisors
New York
– -$905K -33,598 Closed
NRD
548
Nebula Research & Development
New York
– -$891K -33,076 Closed
RAG
549
RIA Advisory Group
Iowa
– -$820K -30,441 Closed
DA
550
Duality Advisers
Florida
– -$594K -22,050 Closed
20 21
22
23 24

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.