RLI icon

RLI Corp
RLI

Overview Fund Activity

357 hedge funds and large institutions have $5.03B invested in RLI Corp in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
101
Reduced
133
Closed
38
Calls
$3.5M
Puts
$812K
Net Calls
+$2.69M
Net Calls Change
+$2.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$301M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$30.9M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$21.2M
4
Ameriprise
4
Ameriprise
Minnesota
$26.1M
5
Millennium Management
5
Millennium Management
New York
$14.5M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$716K
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$7.62M
4
State Street
4
State Street
Massachusetts
$578M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$85.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$7K +$7K +108 New
IA
327
IFP Advisors
Florida
$6.13K -$2K -30 -25%
TPCW
328
TD Private Client Wealth
New York
$5.86K – – –
IFAM
329
Institutional & Family Asset Management
Colorado
$5.06K – – –
QC
330
Quent Capital
New York
$5.06K – – –
CMBA
331
C.M. Bidwell & Associates
Hawaii
$4.93K – – –
AF
332
Allworth Financial
California
$4.79K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$4.39K +$133 +2 +3%
BWL
334
Bogart Wealth LLC
Virginia
$4.13K – – –
PMFA
335
Plante Moran Financial Advisors
Michigan
$4.01K – – –
GWM
336
Geneos Wealth Management
Colorado
$3.99K -$4.66K -70 -54%
GWS
337
Glassman Wealth Services
Virginia
$3.33K – – –
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$3.11K – – –
VF
339
VitalStone Financial
Texas
$3K +$158 +2 +6%
Loomis, Sayles & Company
340
Loomis, Sayles & Company
Massachusetts
$3K +$3K +38 New
Jones Financial Companies
341
Jones Financial Companies
Missouri
$2.93K +$2.93K +44 New
AT
342
Arlington Trust
Alabama
$2.4K -$8.12K -122 -77%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$2.13K – – –
AAP
345
Arax Advisory Partners
Colorado
$2.13K – – –
NA
346
NewEdge Advisors
Louisiana
$2.13K +$2.13K +32 New
CAS
347
Coppell Advisory Solutions
Texas
$1.6K +$1.6K +24 New
FFA
348
Frazier Financial Advisors
Ohio
$1.33K +$1.33K +20 New
FMP
349
Financial Management Professionals
Texas
$1K – – –
IPW
350
Impact Partnership Wealth
Georgia
$932 -$123K -1,854 -99%
12 13
14
15 16