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RLI Corp

331 hedge funds and large institutions have $4.71B invested in RLI Corp in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $801K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $3.77B → $4.71B (+$936M)

5% more funds holding

Funds holding: 316331 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1.38% less ownership

Funds ownership: 163.74%162.36% (-1.4%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
109
Reduced
107
Closed
34
Calls
$3.19M
Puts
$801K
Net Calls
+$2.39M
Net Calls Change
+$864K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$9.16M +$16.2K +260 +0.2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$8.95M +$83.1K +1,336 +1%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$8.22M +$359K +5,778 +5%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$7.93M -$4.46M -71,662 -37%
CS
55
Credit Suisse
Switzerland
$7.93M +$668K +10,744 +10%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$7.89M +$854K +13,730 +13%
EAM
57
Eagle Asset Management
Florida
$7.83M +$7.35M +118,218 New
Ameriprise
58
Ameriprise
Minnesota
$7.7M -$580K -9,328 -7%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$7.63M +$24.9K +400 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$7.53M -$107K -1,716 -1%
PI
61
Putnam Investments
Massachusetts
$7.29M +$861K +13,844 +14%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$6.99M +$45.6K +734 +0.7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$6.71M +$74.8K +1,202 +1%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.18M -$25.7K -414 -0.4%
UBS AM
65
UBS AM
Illinois
$6.07M +$576K +9,266 +11%
First Trust Advisors
66
First Trust Advisors
Illinois
$6.03M +$1.18M +19,030 +26%
MIM
67
MetLife Investment Management
New Jersey
$5.92M -$101K -1,632 -2%
LPL Financial
68
LPL Financial
California
$5.84M -$680K -10,932 -11%
KAM
69
Karani Asset Management
New York
$5.54M -$1.28M -20,626 -20%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$5.11M -$312K -5,018 -6%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$4.82M +$429K +6,906 +10%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$4.79M +$314K +5,050 +7%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$4.78M
WTC
74
WhitTier Trust Company
Nevada
$4.57M -$270K -4,334 -6%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$4.4M +$17.2K +276 +0.4%

RLI Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2022, worth a combined $4.71B — up 25% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RLI positions and 34 closed out — a net gain of 21 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $143M. The largest seller was Janus Henderson Group, cutting an estimated $52.5M.

  • 331 institutional investors held RLI Corp (RLI) as of Q4 2022, up from 316 in Q3 2022.
  • Funds reported $4.71B of RLI Corp stock for Q4 2022, up 25% quarter-over-quarter.
  • 55 funds opened new RLI Corp positions in Q4 2022 and 34 closed out, a net change of +21 holders.
  • The largest RLI Corp buyer in Q4 2022 was Morgan Stanley, an estimated $143M added.
  • The largest RLI Corp seller in Q4 2022 was Janus Henderson Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q4 2022.