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RLI Corp

280 hedge funds and large institutions have $3.77B invested in RLI Corp in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

5% more funds holding

Funds holding: 266280 (+14)

7.72% less ownership

Funds ownership: 169.29%161.57% (-7.7%)

11% less capital invested

Capital invested by funds: $4.25B → $3.77B (-$474M)

18% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
80
Reduced
98
Closed
21
Calls
$679K
Puts
Net Calls
+$679K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
251
IronBridge Private Wealth
Texas
$9K
KFP
252
KB Financial Partners
New Jersey
$8K -$122K -2,242 -93%
VCM
253
Versant Capital Management
Arizona
$8K -$8.04K -148 -50%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$8K +$1.41K +26 +20%
SA
255
SRH Advisors
Kansas
$7K
PMFA
256
Plante Moran Financial Advisors
Michigan
$6K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.76K +106 New
AWA
258
Arkadios Wealth Advisors
Georgia
$6K +$6.63K +122 New
IFAM
259
Institutional & Family Asset Management
Colorado
$5K
TPCW
260
TD Private Client Wealth
New York
$4.6K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$4K
CMBA
262
C.M. Bidwell & Associates
Hawaii
$4K
CFN
263
Cordasco Financial Network
Florida
$4K
TFO
264
Tarbox Family Office
California
$4K
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$3.5K -$647K -11,900 -15%
GAM
266
Gemmer Asset Management
California
$3K
GWS
267
Glassman Wealth Services
Virginia
$3K
MAM
268
Meeder Asset Management
Ohio
$3K
QCG
269
Quadrant Capital Group
Ohio
$3K
TWA
270
TCI Wealth Advisors
Arizona
$3K
FMP
271
Financial Management Professionals
Texas
$3K +$3.04K +56 New
AssetMark Inc
272
AssetMark Inc
California
$3K +$3.59K +66 New
CFGS
273
Concourse Financial Group Securities
Alabama
$2K
LC
274
Lindbrook Capital
California
$2K
NFG
275
Next Financial Group
Texas
$2K

RLI Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2021, worth a combined $3.77B — down 11% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RLI positions and 21 closed out — a net gain of 16 holders — while 80 added to existing stakes and 98 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $18.6M. The largest seller was Vaughan David Investments, cutting an estimated $185M.

  • 280 institutional investors held RLI Corp (RLI) as of Q2 2021, up from 266 in Q1 2021.
  • Funds reported $3.77B of RLI Corp stock for Q2 2021, down 11% quarter-over-quarter.
  • 37 funds opened new RLI Corp positions in Q2 2021 and 21 closed out, a net change of +16 holders.
  • The largest RLI Corp buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $18.6M added.
  • The largest RLI Corp seller in Q2 2021 was Vaughan David Investments, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2021.