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RLI Corp
RLI

Overview Fund Activity

394 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+18
Holders Change %
+4.79%
% of All Funds
5.73%
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
114
Closed
32
Calls
$1.7M
Puts
$914K
Net Calls
+$788K
Net Calls Change
-$3.3M

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$11.4M
2
UBS AM
2
UBS AM
Illinois
$22.7M
3
2
3
2Xideas
Switzerland
$10.7M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$121M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$715K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$110M
3
AIG
3
American International Group
New York
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$71.6M
5
State Street
5
State Street
Massachusetts
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
351
SJS Investment Consulting
Ohio
$17.3K – – –
RA
352
Rise Advisors
New York
$17.1K – – –
QCG
353
Quadrant Capital Group
Ohio
$15.1K +$5.91K +84 +65%
C
354
Covestor
United Kingdom
$14K – – –
IFS
355
Intelligent Financial Strategies
Minnesota
$12.9K -$29.3K -416 -69%
OWA
356
Opal Wealth Advisors
New York
$12.8K +$12.8K +182 New
HT
357
Headlands Technologies
Illinois
$12.4K +$12.4K +176 New
FNWA
358
Financial Network Wealth Advisors
Utah
$12.1K +$12.1K +172 New
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$703 +10 +6%
VCM
360
Versant Capital Management
Arizona
$11.8K -$985 -14 -8%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$9.43K +$3.24K +46 +52%
SA
362
SRH Advisors
Kansas
$9.29K – – –
TWC
363
TD Waterhouse Canada
Ontario, Canada
$9.13K – – –
Bessemer Group
364
Bessemer Group
New Jersey
$9K – – –
LFG
365
Larson Financial Group
Missouri
$7.32K – – –
EC
366
EntryPoint Capital
New York
$6.05K +$6.05K +86 New
LC
367
Lindbrook Capital
California
$5.77K -$3.38K -48 -37%
IFAM
368
Institutional & Family Asset Management
Colorado
$5.35K – – –
QC
369
Quent Capital
New York
$5.35K – – –
CMBA
370
C.M. Bidwell & Associates
Hawaii
$5.21K – – –
SAM
371
Smartleaf Asset Management
Massachusetts
$4.91K +$4.91K +70 New
JWA
372
JFS Wealth Advisors
Pennsylvania
$4.5K – – –
BWL
373
Bogart Wealth LLC
Virginia
$4.36K – – –
PMFA
374
Plante Moran Financial Advisors
Michigan
$4.24K – – –
GWM
375
Geneos Wealth Management
Colorado
$4.22K – – –
13 14
15
16 17