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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
Rafferty Asset Management
101
Rafferty Asset Management
New York
$825K +$798K +27,190 New
MIH
102
Madison Investment Holdings
Wisconsin
$812K +$103K +3,496 +15%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$791K +$766K +26,086 New
IP
104
Isthmus Partners
Wisconsin
$782K +$13.2K +448 +2%
SRAM
105
Stone Ridge Asset Management
New York
$756K +$732K +24,914 New
RFC
106
Regions Financial Corp
Alabama
$753K +$3.99K +136 +0.6%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$749K -$833K -28,368 -53%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$746K -$69.1K -2,352 -9%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$734K – – –
CCG
110
Chatham Capital Group
Georgia
$714K +$5.87K +200 +0.9%
BCM
111
BlueCrest Capital Management
Jersey
$689K +$9.04K +308 +1%
FRA
112
Front Row Advisors
California
$658K +$637K +21,680 New
GT
113
Glenmede Trust
Pennsylvania
$642K – – –
O
114
OppenheimerFunds
New York
$639K -$35.4K -1,204 -5%
M&T Bank
115
M&T Bank
New York
$636K -$18K -614 -3%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$618K +$41.2K +1,404 +7%
MSA
117
Mason Street Advisors
Wisconsin
$612K +$15.7K +534 +3%
FA
118
FDx Advisors
Illinois
$572K -$1.64K -56 -0.3%
Holocene Advisors
119
Holocene Advisors
New York
$555K +$538K +18,310 New
BBHC
120
Brown Brothers Harriman & Co
New York
$543K – – –
TAM
121
THB Asset Management
Connecticut
$533K – – –
CGH
122
Crossmark Global Holdings
Texas
$500K +$7.63K +260 +2%
PIA
123
Piedmont Investment Advisors
North Carolina
$483K -$27.8K -948 -6%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$468K +$2.35K +80 +0.5%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$430K – – –
3 4
5
6 7

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.