We are live on ! Find out more
RLI icon

RLI Corp
RLI

398 hedge funds and large institutions have $5.68B invested in RLI Corp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 154 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 136

10% more capital invested

Capital invested by funds: $5.15B → $5.68B (+$538M)

1% more funds holding

Funds holding: 393 → 398 (+5)

8% more call options, than puts

Call options by funds: $3.7M | Put options by funds: $3.42M

0.31% more ownership

Funds ownership: 160.01% → 160.32% (+0.31%)

Holders
398
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
154
Reduced
136
Closed
32
Calls
$3.7M
Puts
$3.42M
Net Calls
+$279K
Net Calls Change
-$509K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.9M
2
NIG
NFJ Investment Group
Texas
+$9.47M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.02M
4
State Street
State Street
Massachusetts
+$8.6M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$7.49M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$18.2M
2
Invesco
Invesco
Georgia
-$14.4M
3
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$9.89M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.94M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
51
PhiloSmith Capital
Connecticut
$15.5M – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$15.5M +$3.76M +50,920 +34%
Federated Hermes
53
Federated Hermes
Pennsylvania
$15.4M +$14.8K +200 +0.1%
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$14.6M -$1.3M -17,600 -9%
WT
55
Whittier Trust
California
$13.6M +$567K +7,670 +5%
N
56
Nuveen
North Carolina
$13.3M +$288K +3,894 +2%
PFS
57
Prospera Financial Services
Texas
$13.2M +$639K +8,648 +5%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$13.1M -$9.89M -133,818 -44%
Bank of America
59
Bank of America
North Carolina
$12.8M -$12.9K -174 -0.1%
Legal & General Group
60
Legal & General Group
United Kingdom
$12.6M +$189K +2,556 +2%
Swiss National Bank
61
Swiss National Bank
Switzerland
$12.4M -$73.9K -1,000 -0.6%
RJA
62
Raymond James & Associates
Florida
$11.4M +$306K +4,144 +3%
EAM
63
Eventide Asset Management
Massachusetts
$11.4M +$1.6M +21,682 +17%
Goldman Sachs
64
Goldman Sachs
New York
$11.4M -$1.74M -23,554 -14%
UBS Group
65
UBS Group
Switzerland
$10.7M +$1.82M +24,656 +22%
AA
66
ALPS Advisors
Colorado
$10.7M +$1.68M +22,666 +20%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$10.3M -$1.16M -15,664 -11%
NIG
68
NFJ Investment Group
Texas
$9.93M +$9.47M +128,156 New
SEI Investments
69
SEI Investments
Pennsylvania
$9.73M +$3.64M +49,246 +65%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$9.46M +$9.02M +122,056 New
MWM
71
Moran Wealth Management
Florida
$9.45M +$236K +3,188 +3%
Man Group
72
Man Group
United Kingdom
$9.11M +$458K +6,200 +6%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.82M -$44.4K -600 -0.5%
First Trust Advisors
74
First Trust Advisors
Illinois
$8.69M +$1.16M +15,650 +16%
Stifel Financial
75
Stifel Financial
Missouri
$8.67M +$962K +13,008 +13%
1 2
3
4 5

RLI Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q3 2024, worth a combined $5.68B — up 10% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RLI positions and 32 closed out — a net gain of 7 holders — while 154 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.9M. The largest seller was Ameriprise, cutting an estimated $18.2M.

  • 398 institutional investors held RLI Corp (RLI) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $5.68B of RLI Corp stock for Q3 2024, up 10% quarter-over-quarter.
  • 39 funds opened new RLI Corp positions in Q3 2024 and 32 closed out, a net change of +7 holders.
  • The largest RLI Corp buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $10.9M added.
  • The largest RLI Corp seller in Q3 2024 was Ameriprise, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2024.