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RLI Corp

359 hedge funds and large institutions have $4.99B invested in RLI Corp in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $1.12M

158% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 26

13% more funds holding

Funds holding: 318359 (+41)

0% less capital invested

Capital invested by funds: $5B → $4.99B (-$14.7M)

5.41% less ownership

Funds ownership: 166.29%160.88% (-5.4%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
359
Holders Change
+41
Holders Change %
+12.89%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
67
Increased
102
Reduced
126
Closed
26
Calls
$3.79M
Puts
$1.12M
Net Calls
+$2.67M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Argent Capital Management
Missouri
$462K +$79.9K +1,202 +22%
AP
227
Appleton Partners
Massachusetts
$452K
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$434K +$422K +6,356 New
LP
229
LMR Partners
United Kingdom
$410K +$399K +6,008 New
WLPWM
230
Walled Lake Planning & Wealth Management
Illinois
$410K
FC
231
FORA Capital
Florida
$409K +$398K +5,992 New
EAM
232
Erste Asset Management
Austria
$408K
CG
233
Caprock Group
Idaho
$404K +$5.98K +90 +2%
APWM
234
Argonautica Private Wealth Management
Massachusetts
$399K +$12K +180 +3%
ST
235
Somerset Trust
Pennsylvania
$398K -$1.2K -18 -0.3%
VPIM
236
Vanguard Personalized Indexing Management
California
$394K -$3.72K -56 -1%
WB
237
WesBanco Bank
West Virginia
$386K
BB
238
Busey Bank
Illinois
$362K
XT
239
XTX Topco
Cayman Islands
$350K +$341K +5,134 New
QPW
240
Quantum Private Wealth
Florida
$342K
CWP
241
Curated Wealth Partners
California
$341K
FFA
242
First Foundation Advisors
California
$338K -$1.06K -16 -0.3%
MAM
243
Madison Asset Management
Wisconsin
$337K
Corient Private Wealth
244
Corient Private Wealth
Florida
$333K +$5.45K +82 +2%
TCM
245
Traynor Capital Management
Pennsylvania
$332K +$323K +4,864 New
JF
246
Jump Financial
Illinois
$330K +$322K +4,838 New
BC
247
Bruce & Co
Illinois
$328K
EP
248
Edgestream Partners
New Jersey
$323K +$315K +4,736 New
HW
249
Hancock Whitney
Mississippi
$316K -$121K -1,824 -28%
II
250
Inspire Investing
Idaho
$314K +$34.7K +522 +13%

RLI Hedge Fund Activity: Q2 2023 in Review

359 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2023, worth a combined $4.99B — down 0.29% from $5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RLI positions and 26 closed out — a net gain of 41 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $51.3M. The largest seller was BlackRock, cutting an estimated $160M.

  • 359 institutional investors held RLI Corp (RLI) as of Q2 2023, up from 318 in Q1 2023.
  • Funds reported $4.99B of RLI Corp stock for Q2 2023, down 0.29% quarter-over-quarter.
  • 67 funds opened new RLI Corp positions in Q2 2023 and 26 closed out, a net change of +41 holders.
  • The largest RLI Corp buyer in Q2 2023 was Millennium Management, an estimated $51.3M added.
  • The largest RLI Corp seller in Q2 2023 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2023.