We are live on ! Find out more
RLI icon

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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78M -$9.4K -320 -0.5%
SEI Investments
77
SEI Investments
Pennsylvania
$1.74M +$142K +4,830 +9%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$1.69M – – –
TPSF
79
Texas Permanent School Fund
Texas
$1.59M -$123K -4,176 -7%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.55M -$119K -4,050 -7%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M – – –
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$1.46M +$28K +952 +2%
PP
83
Paloma Partners
Connecticut
$1.43M +$1.38M +47,010 New
Stifel Financial
84
Stifel Financial
Missouri
$1.27M +$23.1K +786 +2%
BFA
85
Benedict Financial Advisors
Georgia
$1.2M -$17K -578 -1%
BTS
86
BB&T Securities
Virginia
$1.15M +$71.6K +2,438 +7%
LPL Financial
87
LPL Financial
California
$1.14M +$17K +578 +2%
JG
88
Jefferies Group
New York
$1.09M +$698K +23,768 +194%
PV
89
Private Vista
Illinois
$1.07M – – –
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1.06M – – –
Creative Planning
91
Creative Planning
Kansas
$1.04M -$143K -4,866 -12%
AG
92
Aperio Group
California
$1.03M +$125K +4,258 +14%
BUB
93
BBVA USA Bancshares
Texas
$1.03M -$47.7K -1,624 -5%
MIM
94
MetLife Investment Management
New Jersey
$1.02M +$984K +33,506 New
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$1.01M +$58.7K +2,000 +6%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$972K -$238K -8,094 -20%
MRI
97
Mad River Investors
Massachusetts
$948K – – –
UBS Group
98
UBS Group
Switzerland
$923K -$49.6K -1,690 -5%
MERSOM
99
Municipal Employees' Retirement System of Michigan
Michigan
$890K +$4.7K +160 +0.5%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$878K – – –
2 3
4
5 6

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.