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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
Axa
551
Axa
France
– -$536K -19,900 Closed
I
552
InceptionR
California
– -$508K -18,851 Closed
NC
553
NewSquare Capital
Pennsylvania
– -$493K -18,289 Closed
CC
554
Centiva Capital
New York
– -$485K -18,010 Closed
Fisher Asset Management
555
Fisher Asset Management
Washington
– -$433K -16,075 Closed
CM
556
Capula Management
Cayman Islands
– -$431K -15,980 Closed
MFS
557
Mirabella Financial Services
United Kingdom
– -$429K -15,929 Closed
DT
558
Diversified Trust
Tennessee
– -$423K -15,719 Closed
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
– -$393K -14,579 Closed
CFB
560
Cullen/Frost Bankers
Texas
– -$391K -14,500 Closed
DC
561
Diametric Capital
Massachusetts
– -$362K -13,441 Closed
PMEF
562
Point72 Middle East FZE
United Arab Emirates
– -$317K -11,777 Closed
CWM
563
Congress Wealth Management
Massachusetts
– -$294K -10,900 Closed
BP
564
BBR Partners
New York
– -$288K -10,700 Closed
KF
565
Krilogy Financial
Missouri
– -$285K -10,580 Closed
Rockefeller Capital Management
566
Rockefeller Capital Management
New York
– -$277K -10,263 Closed
CW
567
Connectus Wealth
Ohio
– -$269K -10,000 Closed
CCG
568
Cypress Capital Group
Florida
– -$253K -9,386 Closed
NC
569
NinePointTwo Capital
California
– -$238K -8,867 Closed
Voloridge Investment Management
570
Voloridge Investment Management
Florida
– -$228K -8,449 Closed
CIBC World Market
571
CIBC World Market
Ontario, Canada
– -$221K -8,197 Closed
SFO
572
Stokes Family Office
Louisiana
– -$210K -7,778 Closed
OA
573
Operose Advisors
Wisconsin
– -$78.1K -2,900 Closed
BAAM
574
Baker Avenue Asset Management
California
– -$73.2K -2,718 Closed
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
– -$42.7K -1,585 Closed
20 21 22
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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.