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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
TI
176
Trexquant Investment
Connecticut
$2.13M -$1.62M -57,600 -44%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$2.09M +$41.1K +1,462 +2%
SGCA
178
Steel Grove Capital Advisors
Tennessee
$2.07M -$254K -9,033 -11%
LIM
179
Leavell Investment Management
Alabama
$2.04M -$8.95K -318 -0.5%
Corient Private Wealth
180
Corient Private Wealth
Florida
$2.04M -$1.63M -57,979 -46%
IWS
181
Insight Wealth Strategies
California
$2.02M +$58.9K +2,092 +3%
SWS
182
SYSTM Wealth Solutions
Illinois
$1.95M +$85.2K +3,029 +5%
TCM
183
Twin Capital Management
Pennsylvania
$1.94M -$40.3K -1,431 -2%
SEI Investments
184
SEI Investments
Pennsylvania
$1.91M +$246K +8,733 +16%
CA
185
CoreCap Advisors
Michigan
$1.9M -$58.7K -2,085 -3%
RIL
186
Rothschild Investment LLC
Illinois
$1.87M +$5.77K +205 +0.3%
D.E. Shaw & Co
187
D.E. Shaw & Co
New York
$1.85M -$845K -30,038 -32%
SOMRS
188
State of Michigan Retirement System
Michigan
$1.84M -$19.7K -700 -1%
Prudential Financial
189
Prudential Financial
New Jersey
$1.81M +$359K +12,744 +26%
WCM
190
Wedge Capital Management
North Carolina
$1.8M +$162K +5,764 +10%
EP
191
Edgestream Partners
New Jersey
$1.74M +$1.66M +59,060 New
IWC
192
Integrated Wealth Concepts
Massachusetts
$1.73M +$97.4K +3,464 +6%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M -$19.7K -699 -1%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$1.7M +$343K +12,197 +27%
GT
195
Glenmede Trust
Pennsylvania
$1.7M -$507K -18,035 -24%
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$111K +3,931 +7%
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$1.69M +$784K +27,882 +95%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$1.68M – – –
DBIA
199
Dumont & Blake Investment Advisors
New Jersey
$1.67M -$29.1K -1,035 -2%
Creative Planning
200
Creative Planning
Kansas
$1.66M +$505K +17,968 +47%
6 7
8
9 10

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.