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RLI Corp

226 hedge funds and large institutions have $2.74B invested in RLI Corp in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 60

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 223226 (+3)

0.85% more ownership

Funds ownership: 177.9%178.75% (+0.85%)

11% less capital invested

Capital invested by funds: $3.09B → $2.74B (-$345M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
+3
Holders Change %
+1.35%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
77
Reduced
60
Closed
29
Calls
$254K
Puts
Net Calls
+$254K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Capital Bank & Trust
California
$125K +$118K +3,246 +877%
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K -$5.67K -156 -4%
GWM
178
Geneos Wealth Management
Colorado
$95K
MWNA
179
Marshall Wace North America
New York
$75K +$78.8K +2,170 New
MOACM
180
Mutual of America Capital Management
New York
$67K +$16.6K +458 +31%
HNB
181
Huntington National Bank
Ohio
$57K -$3.71K -102 -6%
AF
182
Advisornet Financial
Minnesota
$57K
VCM
183
Versant Capital Management
Arizona
$55K
SF
184
Synovus Financial
Georgia
$47K
IWA
185
Intercontinental Wealth Advisors
Texas
$47K +$49.7K +1,368 New
FHB
186
First Hawaiian Bank
Hawaii
$41K
SWA
187
Sutton Wealth Advisors
Florida
$39.8K
S
188
SignatureFD
Georgia
$33K
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$29K -$1.67K -46 -5%
US Bancorp
190
US Bancorp
Minnesota
$26K
FHA
191
First Horizon Advisors
Tennessee
$21K
PRC
192
Pearl River Capital
Michigan
$21K +$21.7K +596 New
RTC
193
Riverview Trust Company
Washington
$20K +$21.3K +586 New
LC
194
Lindbrook Capital
California
$17K +$18.5K +510 New
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$16K +$73 +2 +0.4%
BCA
196
Berman Capital Advisors
Georgia
$15K +$15.8K +436 New
ER
197
Enlightenment Research
Florida
$14K +$14.5K +400 New
RCAG
198
Rehmann Capital Advisory Group
Michigan
$13K
SGS
199
Sterling Global Strategies
California
$12.3K +$12.9K +356 New
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$11.5K +$12.1K +334 New