We are live on ! Find out more
RLI icon

RLI Corp
RLI

306 hedge funds and large institutions have $3.99B invested in RLI Corp in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $520K

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more funds holding

Funds holding: 294 → 306 (+12)

1.1% more ownership

Funds ownership: 160.82% → 161.92% (+1.1%)

1% less capital invested

Capital invested by funds: $4.03B → $3.99B (-$48.8M)

4% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 102

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
98
Reduced
102
Closed
24
Calls
$3.85M
Puts
$520K
Net Calls
+$3.33M
Net Calls Change
+$2.02M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$13.6M
2
EVM
Eaton Vance Management
Massachusetts
+$12.3M
3
Millennium Management
Millennium Management
New York
+$10.3M
4
State Street
State Street
Massachusetts
+$9.45M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$12.1M
2
VBA
Van Berkom & Associates
Quebec, Canada
-$10.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.67M
4
Wells Fargo
Wells Fargo
California
-$8.49M
5
Barclays
Barclays
United Kingdom
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
276
Plante Moran Financial Advisors
Michigan
$7K – – –
SA
277
SRH Advisors
Kansas
$7K – – –
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$6K -$211 -4 -4%
IFAM
279
Institutional & Family Asset Management
Colorado
$6K – – –
SIC
280
SJS Investment Consulting
Ohio
$6K +$211 +4 +4%
MAM
281
Meeder Asset Management
Ohio
$6K +$5.48K +104 New
MCM
282
Manchester Capital Management
Vermont
$5K +$2K +38 +83%
EWA
283
EverSource Wealth Advisors
Alabama
$5K +$4.85K +92 New
TPCW
284
TD Private Client Wealth
New York
$4.87K – – –
DFCM
285
Dark Forest Capital Management
Puerto Rico
$4K -$7.38K -140 -65%
CMBA
286
C.M. Bidwell & Associates
Hawaii
$4K – – –
CFN
287
Cordasco Financial Network
Florida
$4K – – –
QC
288
Quent Capital
New York
$4K – – –
TFO
289
Tarbox Family Office
California
$4K – – –
FMP
290
Financial Management Professionals
Texas
$3K – – –
GAM
291
Gemmer Asset Management
California
$3K – – –
GWS
292
Glassman Wealth Services
Virginia
$3K – – –
AAP
293
Arax Advisory Partners
Colorado
$2K -$633 -12 -30%
UB
294
UMB Bank
Missouri
$2K – – –
CI
295
Cordant Inc
Oregon
$2K +$1.48K +28 New
JWA
296
JFS Wealth Advisors
Pennsylvania
$2K +$1.48K +28 +175%
QCG
297
Quadrant Capital Group
Ohio
$1K -$422 -8 -25%
SC
298
Schubert & Co
Texas
$1K -$316 -6 -38%
FPS
299
Fieldpoint Private Securities
Connecticut
$1K – – –
FHA
300
First Horizon Advisors
Tennessee
$1K – – –
10 11
12
13 14

RLI Hedge Fund Activity: Q1 2022 in Review

306 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2022, worth a combined $3.99B — down 1.2% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RLI positions and 24 closed out — a net gain of 13 holders — while 98 added to existing stakes and 102 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $13.6M. The largest seller was Raymond James & Associates, cutting an estimated $12.1M.

  • 306 institutional investors held RLI Corp (RLI) as of Q1 2022, up from 294 in Q4 2021.
  • Funds reported $3.99B of RLI Corp stock for Q1 2022, down 1.2% quarter-over-quarter.
  • 37 funds opened new RLI Corp positions in Q1 2022 and 24 closed out, a net change of +13 holders.
  • The largest RLI Corp buyer in Q1 2022 was Citadel Advisors, an estimated $13.6M added.
  • The largest RLI Corp seller in Q1 2022 was Raymond James & Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2022.