We are live on ! Find out more
RLI icon

RLI Corp

393 hedge funds and large institutions have $5.15B invested in RLI Corp in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 149 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $914K

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

32% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 113

5% more funds holding

Funds holding: 376393 (+17)

1.2% more ownership

Funds ownership: 158.81%160.01% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $5.38B → $5.15B (-$236M)

Holders
393
Holders Change
+17
Holders Change %
+4.52%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
149
Reduced
113
Closed
34
Calls
$1.7M
Puts
$914K
Net Calls
+$788K
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
351
Rise Advisors
New York
$17.1K
QCG
352
Quadrant Capital Group
Ohio
$15.1K +$6.01K +84 +65%
C
353
Covestor
United Kingdom
$14K
IFS
354
Intelligent Financial Strategies
Minnesota
$12.9K -$29.8K -416 -69%
OWA
355
Opal Wealth Advisors
New York
$12.8K +$13K +182 New
HT
356
Headlands Technologies
Illinois
$12.4K +$12.6K +176 New
FNWA
357
Financial Network Wealth Advisors
Utah
$12.1K +$12.3K +172 New
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$716 +10 +6%
VCM
359
Versant Capital Management
Arizona
$11.8K -$1K -14 -8%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$9.43K +$3.29K +46 +52%
SA
361
SRH Advisors
Kansas
$9.29K
TWC
362
TD Waterhouse Canada
Ontario, Canada
$9.13K
Bessemer Group
363
Bessemer Group
New Jersey
$9K
LFG
364
Larson Financial Group
Missouri
$7.32K
EC
365
EntryPoint Capital
New York
$6.05K +$6.16K +86 New
LC
366
Lindbrook Capital
California
$5.77K -$3.44K -48 -37%
IFAM
367
Institutional & Family Asset Management
Colorado
$5.35K
QC
368
Quent Capital
New York
$5.35K
CMBA
369
C.M. Bidwell & Associates
Hawaii
$5.21K
SAM
370
Smartleaf Asset Management
Massachusetts
$4.91K +$5.01K +70 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$4.5K
BWL
372
Bogart Wealth LLC
Virginia
$4.36K
PMFA
373
Plante Moran Financial Advisors
Michigan
$4.24K
GWM
374
Geneos Wealth Management
Colorado
$4.22K
UB
375
UMB Bank
Missouri
$3.52K +$2K +28 +127%

RLI Hedge Fund Activity: Q2 2024 in Review

393 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2024, worth a combined $5.15B — down 4.4% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RLI positions and 34 closed out — a net gain of 22 holders — while 149 added to existing stakes and 113 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $11.6M. The largest seller was Balyasny Asset Management, cutting an estimated $26.5M.

  • 393 institutional investors held RLI Corp (RLI) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $5.15B of RLI Corp stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new RLI Corp positions in Q2 2024 and 34 closed out, a net change of +22 holders.
  • The largest RLI Corp buyer in Q2 2024 was Prospera Financial Services, an estimated $11.6M added.
  • The largest RLI Corp seller in Q2 2024 was Balyasny Asset Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2024.