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RLI Corp
RLI

Overview Fund Activity

268 hedge funds and large institutions have $3.2B invested in RLI Corp in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
77
Reduced
99
Closed
25
Calls
$385K
Puts
$895K
Net Calls
-$510K
Net Calls Change
-$124K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$247M
2
ECM
ExodusPoint Capital Management
New York
$6.11M
3
Morgan Stanley
Morgan Stanley
New York
$15M
4
PC
Port Capital
Illinois
$56.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14M

Top Sellers

1
Invesco
Invesco
Georgia
$11.7M
2
BlackRock
BlackRock
New York
$374M
3
Vanguard Group
Vanguard Group
Pennsylvania
$351M
4
State Street
State Street
Massachusetts
$390M
5
Renaissance Technologies
Renaissance Technologies
New York
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
CSat Investment Advisory
Michigan
$20K +$2.34K +56 +13%
HIA
227
Harbor Investment Advisory
Maryland
$20K +$10.3K +250 +106%
HFRG
228
Houlihan Financial Resource Group
Virginia
$20K +$20K +400 New
BCA
229
Berman Capital Advisors
Georgia
$19K – – –
SIM
230
Sonora Investment Management
Arizona
$17K – – –
RWA
231
Ropes Wealth Advisors
Massachusetts
$17K +$17K +414 New
IA
232
IFP Advisors
Florida
$15K +$1.99K +46 +15%
PA
233
Parallel Advisors
California
$14K -$683 -16 -5%
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$13K +$13K +302 New
VCM
235
Versant Capital Management
Arizona
$12K – – –
CWC
236
Carolinas Wealth Consulting
North Carolina
$12K +$8.81K +210 +276%
CDIA
237
Capital Directions Investment Advisors
Georgia
$10K – – –
ST
238
Smithfield Trust
Pennsylvania
$10K +$6.4K +160 +178%
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$86 +2 +1%
AF
240
Allworth Financial
California
$8K -$69.4K -1,666 -90%
FHA
241
Flagship Harbor Advisors
Massachusetts
$7K – – –
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +164 New
CFGS
244
Concourse Financial Group Securities
Alabama
$7K +$7K +176 New
SA
245
SRH Advisors
Kansas
$6K – – –
IFAM
246
Institutional & Family Asset Management
Colorado
$6K – – –
AAMU
247
Amundi Asset Management US
Massachusetts
$6K – – –
PMFA
248
Plante Moran Financial Advisors
Michigan
$5K – – –
Bank Julius Baer & Co
249
Bank Julius Baer & Co
Switzerland
$5K – – –
CA
250
Crewe Advisors
Utah
$5K +$5K +122 New
8 9
10
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