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RLI Corp

318 hedge funds and large institutions have $5B invested in RLI Corp in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.79M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $4.71B → $5B (+$294M)

3.93% more ownership

Funds ownership: 162.36%166.29% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 115

4% less funds holding

Funds holding: 331318 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
318
Holders Change
-13
Holders Change %
-3.93%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
117
Reduced
115
Closed
37
Calls
$2.55M
Puts
$1.79M
Net Calls
+$758K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$2.48M +$79.7K +1,200 +3%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$2.46M +$236K +3,552 +11%
Citigroup
103
Citigroup
New York
$2.45M +$1.2M +18,052 +96%
IP
104
Isthmus Partners
Wisconsin
$2.45M +$25.4K +382 +1%
COPPSERS
105
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.42M +$7.84K +118 +0.3%
Axa
106
Axa
France
$2.42M +$2.42M +36,400 New
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$2.37M -$90.3K -1,360 -4%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$2.27M -$225K -3,390 -9%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$2.25M +$1.49M +22,452 +197%
Creative Planning
110
Creative Planning
Kansas
$2.25M +$42.5K +640 +2%
DC
111
Davenport & Co
Virginia
$2.23M +$95.8K +1,442 +4%
BFA
112
Benedict Financial Advisors
Georgia
$2.15M +$36.8K +554 +2%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$2.15M +$105K +1,580 +5%
M&T Bank
114
M&T Bank
New York
$2.11M
Prudential Financial
115
Prudential Financial
New Jersey
$2.06M -$831K -12,514 -26%
CCM
116
Coldstream Capital Management
Washington
$2.05M -$1.46K -22 -0.1%
IAA
117
Independent Advisor Alliance
North Carolina
$2.02M +$83.9K +1,264 +4%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$1.98M -$280K -4,210 -12%
Asset Management One
119
Asset Management One
Japan
$1.94M +$70.5K +1,062 +4%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$1.93M +$161K +2,428 +9%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$1.93M +$58.7K +884 +3%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$1.86M +$1.66M +25,012 +821%
NW
123
NewEdge Wealth
Pennsylvania
$1.81M -$250K -3,766 -12%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$1.81M -$236K -3,560 -12%
AIP
125
Ameritas Investment Partners
Nebraska
$1.8M +$9.83K +148 +0.6%

RLI Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2023, worth a combined $5B — up 6.2% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RLI and 26 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 117 added.

The largest buyer was AllianceBernstein, adding an estimated $90.6M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 318 institutional investors held RLI Corp (RLI) as of Q1 2023, down from 331 in Q4 2022.
  • Funds reported $5B of RLI Corp stock for Q1 2023, up 6.2% quarter-over-quarter.
  • 26 funds opened new RLI Corp positions in Q1 2023 and 37 closed out, a net change of -11 holders.
  • The largest RLI Corp buyer in Q1 2023 was AllianceBernstein, an estimated $90.6M added.
  • The largest RLI Corp seller in Q1 2023 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2023.