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RLI Corp

331 hedge funds and large institutions have $4.71B invested in RLI Corp in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $801K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $3.77B → $4.71B (+$936M)

5% more funds holding

Funds holding: 316331 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1.38% less ownership

Funds ownership: 163.74%162.36% (-1.4%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
109
Reduced
107
Closed
34
Calls
$3.19M
Puts
$801K
Net Calls
+$2.39M
Net Calls Change
+$864K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
276
Money Concepts Capital
Florida
$18.2K +$3.11K +50 +22%
VCM
277
Vigilant Capital Management
Maine
$18K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$17K -$124 -2 -0.8%
BC
279
Bartlett & Co
Ohio
$17K
ST
280
Smithfield Trust
Pennsylvania
$17K
BCWM
281
Bartlett & Co Wealth Management
Ohio
$16.5K
TWA
282
TCI Wealth Advisors
Arizona
$16.4K
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$15.2K -$1.74K -28 -11%
CFD
284
Creative Financial Designs
Indiana
$13.9K +$746 +12 +6%
ZB
285
Zions Bancorporation
Utah
$13.9K -$559K -8,982 -98%
CWC
286
Carolinas Wealth Consulting
North Carolina
$13.1K -$622 -10 -5%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$13.1K +$12.4K +200 New
C
288
Covestor
United Kingdom
$13K -$249 -4 -2%
IA
289
IFP Advisors
Florida
$10K +$249 +4 New
LFG
290
Larson Financial Group
Missouri
$9.71K
VCM
291
Versant Capital Management
Arizona
$9.19K
SA
292
SRH Advisors
Kansas
$9K
SIC
293
SJS Investment Consulting
Ohio
$8.75K +$746 +12 +10%
MAM
294
Meeder Asset Management
Ohio
$6.96K +$4.11K +66 +165%
IFAM
295
Institutional & Family Asset Management
Colorado
$6.7K
QL
296
Quarry LP
New York
$6.17K +$5.85K +94 New
AAP
297
Arax Advisory Partners
Colorado
$6.04K
TPCW
298
TD Private Client Wealth
New York
$5.78K
QC
299
Quent Capital
New York
$4.99K
LC
300
Lindbrook Capital
California
$4.99K +$1.49K +24 +46%

RLI Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2022, worth a combined $4.71B — up 25% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RLI positions and 34 closed out — a net gain of 21 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $143M. The largest seller was Janus Henderson Group, cutting an estimated $52.5M.

  • 331 institutional investors held RLI Corp (RLI) as of Q4 2022, up from 316 in Q3 2022.
  • Funds reported $4.71B of RLI Corp stock for Q4 2022, up 25% quarter-over-quarter.
  • 55 funds opened new RLI Corp positions in Q4 2022 and 34 closed out, a net change of +21 holders.
  • The largest RLI Corp buyer in Q4 2022 was Morgan Stanley, an estimated $143M added.
  • The largest RLI Corp seller in Q4 2022 was Janus Henderson Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q4 2022.