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RLI Corp
RLI

Overview Fund Activity

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
Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.34%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$179M
2
BlackRock
BlackRock
New York
$626M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$121M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
$628M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$41.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$145M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$188M
4
Millennium Management
Millennium Management
New York
$2.43M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$4.99K +$4.99K +76 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$4.86K – – –
GWM
303
Geneos Wealth Management
Colorado
$4.73K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$4.33K -$131 -2 -3%
JWM
305
Janiczek Wealth Management
Colorado
$4.23K +$4.23K +62 New
CS
306
Comerica Securities
Michigan
$4.2K +$4.2K +64 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.13K +50 +357%
PMFA
308
Plante Moran Financial Advisors
Michigan
$3.96K -$3.96K -60 -50%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$3.33K – – –
GWS
310
Glassman Wealth Services
Virginia
$3.28K – – –
SC
311
Schubert & Co
Texas
$3.02K +$263 +4 +10%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$2.49K +$2.49K +38 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$2.23K – – –
QCG
314
Quadrant Capital Group
Ohio
$1.97K -$788 -12 -29%
IAA
315
Independent Advisor Alliance
North Carolina
$1.92K +$473 +7,210 +33%
NA
316
NewEdge Advisors
Louisiana
$1.71K +$1.71K +30 New
AF
317
Allworth Financial
California
$1.58K – – –
TWP
318
TFO Wealth Partners
Ohio
$1.41K +$1.41K +62 New
AF
319
Advisornet Financial
Minnesota
$1.18K +$1.18K +18 New
DI
320
Disciplined Investments
Oklahoma
$1.05K -$263 -4 -20%
SWA
321
Sutton Wealth Advisors
Florida
$1.05K -$131 -2 -11%
FMP
322
Financial Management Professionals
Texas
$1K – – –
Jones Financial Companies
323
Jones Financial Companies
Missouri
$1K +$1K +14 New
GRP
324
Global Retirement Partners
California
$930 – – –
DA
325
Denali Advisors
California
$919 +$919 +14 New
11 12
13
14 15