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Radian Group

272 hedge funds and large institutions have $3.61B invested in Radian Group in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

33% more capital invested

Capital invested by funds: $2.72B → $3.61B (+$886M)

27% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 79

22% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $2.75M

9.71% more ownership

Funds ownership: 94.46%104.17% (+9.7%)

4% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 49

2% less funds holding

Funds holding: 278272 (-6)

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
4.33%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
47
Increased
100
Reduced
79
Closed
49
Calls
$3.36M
Puts
$2.75M
Net Calls
+$603K
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$547M +$83.2M +3,907,959 +19%
BlackRock
2
BlackRock
New York
$334M +$36.4M +1,710,552 +13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$294M -$12.8M -599,769 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$282M +$232M +10,874,587 +575%
LSV Asset Management
5
LSV Asset Management
Illinois
$163M -$357K -16,747 -0.2%
State Street
6
State Street
Massachusetts
$155M +$46.7M +2,195,362 +46%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$138M +$10.4M +487,386 +8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$121M -$804K -37,752 -0.7%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$88.2M -$8.01M -376,088 -9%
Charles Schwab
10
Charles Schwab
California
$81.6M -$5.38M -252,473 -6%
DSC
11
Donald Smith & Co
New York
$77.2M -$557K -26,166 -0.7%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$77.1M -$13.5M -632,762 -15%
Ameriprise
13
Ameriprise
Minnesota
$71.7M +$13.8M +648,252 +25%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$66.5M +$2.81M +131,963 +5%
Morgan Stanley
15
Morgan Stanley
New York
$62.5M +$20.9M +982,291 +53%
RRAM
16
River Road Asset Management
Kentucky
$57.6M +$1.87M +87,804 +3%
Northern Trust
17
Northern Trust
Illinois
$56.5M +$2.42M +113,630 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$51.3M +$14.8M +694,836 +43%
N
19
Nuveen
North Carolina
$49.6M +$5.13M +240,972 +12%
JVBC
20
J.V. Bruni & Co
Colorado
$48.3M -$271K -12,740 -0.6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$42.9M +$5.71M +268,050 +16%
American Century Companies
22
American Century Companies
Missouri
$33.7M +$4.95M +232,512 +18%
First Trust Advisors
23
First Trust Advisors
Illinois
$31.7M +$2.59M +121,835 +9%
Invesco
24
Invesco
Georgia
$24.6M +$3.45M +161,820 +17%
Goldman Sachs
25
Goldman Sachs
New York
$22.9M -$1.99M -93,586 -8%

RDN Hedge Fund Activity: Q1 2023 in Review

272 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Radian Group (RDN) for Q1 2023, worth a combined $3.61B — up 33% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of RDN and 47 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $35M sold.

  • 272 institutional investors held Radian Group (RDN) as of Q1 2023, down from 278 in Q4 2022.
  • Funds reported $3.61B of Radian Group stock for Q1 2023, up 33% quarter-over-quarter.
  • 47 funds opened new Radian Group positions in Q1 2023 and 49 closed out, a net change of -2 holders.
  • The largest Radian Group buyer in Q1 2023 was JP Morgan Chase, an estimated $232M added.
  • The largest Radian Group seller in Q1 2023 was Arrowstreet Capital, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2023.