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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
TWC
326
TD Waterhouse Canada
Ontario, Canada
$8.8K +$8.64K +130 New
SA
327
SRH Advisors
Kansas
$8.77K
APW
328
Acima Private Wealth
Virginia
$8.19K
BG
329
Bollard Group
Massachusetts
$7K +$7.04K +106 New
QCG
330
Quadrant Capital Group
Ohio
$6.55K -$5.98K -90 -48%
TPCW
331
TD Private Client Wealth
New York
$6K
LC
332
Lindbrook Capital
California
$5.73K +$532 +8 +11%
IFAM
333
Institutional & Family Asset Management
Colorado
$5.19K -$1.73K -26 -25%
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$5.19K
QC
335
Quent Capital
New York
$5.19K
CMBA
336
C.M. Bidwell & Associates
Hawaii
$5.05K
JWA
337
JFS Wealth Advisors
Pennsylvania
$4.37K -$133 -2 -3%
BWL
338
Bogart Wealth LLC
Virginia
$4.23K
PMFA
339
Plante Moran Financial Advisors
Michigan
$4.11K
AAP
340
Arax Advisory Partners
Colorado
$3.41K -$2.52K -38 -43%
GWS
341
Glassman Wealth Services
Virginia
$3.41K
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$3K +$3.19K +48 New
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.32K
AWM
344
Atticus Wealth Management
Florida
$2.32K +$2.26K +34 New
PFBT
345
Parkside Financial Bank & Trust
Missouri
$2.18K -$399 -6 -16%
AF
346
Allworth Financial
California
$1.64K
CAS
347
Coppell Advisory Solutions
Texas
$1.63K +$1.59K +24 New
DI
348
Disciplined Investments
Oklahoma
$1.09K -$133 -2 -11%
FMP
349
Financial Management Professionals
Texas
$1K
DA
350
Denali Advisors
California
$819 +$797 +12 New

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.