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RLI Corp
RLI

208 hedge funds and large institutions have $2.31B invested in RLI Corp in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

12% more funds holding

Funds holding: 186 → 208 (+22)

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$181M)

4.34% more ownership

Funds ownership: 168.69% → 173.03% (+4.3%)

Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
76
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$22.2M
2
BlackRock
BlackRock
New York
+$9.28M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.72M
4
RA
Royce & Associates
New York
+$4.72M
5
Goldman Sachs
Goldman Sachs
New York
+$4.52M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.71M
2
EVM
Eaton Vance Management
Massachusetts
-$5.17M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$19M – – –
PC
27
Port Capital
Illinois
$18.9M +$18.3M +624,298 New
PC
28
Polar Capital
United Kingdom
$18.6M +$352K +12,000 +2%
Principal Financial Group
29
Principal Financial Group
Iowa
$17.9M -$127K -4,334 -0.7%
Charles Schwab
30
Charles Schwab
California
$16.8M +$1.21M +41,350 +8%
PCM
31
Palisade Capital Management
New Jersey
$16.3M +$1.28M +43,496 +9%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$13.5M – – –
Bank of America
33
Bank of America
North Carolina
$12.7M -$1.3M -44,320 -10%
Morgan Stanley
34
Morgan Stanley
New York
$12.6M +$1.73M +58,764 +17%
Ameriprise
35
Ameriprise
Minnesota
$12.1M -$182K -6,196 -2%
EVM
36
Eaton Vance Management
Massachusetts
$10.7M -$5.17M -176,090 -33%
EAM
37
EULAV Asset Management
Florida
$9.2M – – –
ProShare Advisors
38
ProShare Advisors
Maryland
$8.92M +$67.2K +2,288 +0.8%
Deutsche Bank
39
Deutsche Bank
Germany
$8.15M +$2.06M +70,018 +35%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7.12M +$164K +5,600 +2%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$6.98M – – –
GACM
42
Global Alpha Capital Management
Quebec, Canada
$6.6M +$376K +12,800 +6%
PPA
43
Parametric Portfolio Associates
Washington
$6.06M +$275K +9,358 +5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$6.06M +$753K +25,646 +15%
PC
45
PhiloSmith Capital
Connecticut
$6.04M -$587K -20,000 -9%
TCIM
46
TIAA CREF Investment Management
New York
$5.75M -$410K -13,952 -7%
Legal & General Group
47
Legal & General Group
United Kingdom
$5.62M +$116K +3,960 +2%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$5.23M -$597K -20,328 -11%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$4.55M +$185K +6,292 +4%
Prudential Financial
50
Prudential Financial
New Jersey
$4.42M -$90.4K -3,080 -2%
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RLI Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2017, worth a combined $2.31B — up 8.5% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RLI positions and 12 closed out — a net gain of 22 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.2M. The largest seller was Neuberger Berman Group, cutting an estimated $7.71M.

  • 208 institutional investors held RLI Corp (RLI) as of Q4 2017, up from 186 in Q3 2017.
  • Funds reported $2.31B of RLI Corp stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 34 funds opened new RLI Corp positions in Q4 2017 and 12 closed out, a net change of +22 holders.
  • The largest RLI Corp buyer in Q4 2017 was JP Morgan Chase, an estimated $22.2M added.
  • The largest RLI Corp seller in Q4 2017 was Neuberger Berman Group, an estimated $7.71M sold.

Based on aggregated 13F filings for Q4 2017.