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RLI Corp

280 hedge funds and large institutions have $3.77B invested in RLI Corp in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

5% more funds holding

Funds holding: 266280 (+14)

7.72% less ownership

Funds ownership: 169.29%161.57% (-7.7%)

11% less capital invested

Capital invested by funds: $4.25B → $3.77B (-$474M)

18% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
80
Reduced
98
Closed
21
Calls
$679K
Puts
Net Calls
+$679K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
First Foundation Advisors
California
$257K
HSBC Holdings
202
HSBC Holdings
United Kingdom
$255K +$264K +4,862 New
SCM
203
Shelton Capital Management
Colorado
$231K
TI
204
Trexquant Investment
Connecticut
$225K +$234K +4,310 New
BCM
205
Brookstone Capital Management
Illinois
$220K +$231K +4,244 New
KAS
206
Kestra Advisory Services
Texas
$219K +$227K +4,184 New
RI
207
Ridgewood Investments
New Jersey
$217K -$142K -2,620 -39%
PFA
208
Pure Financial Advisors
California
$214K
WG
209
Winton Group
United Kingdom
$211K +$219K +4,030 New
VFA
210
Voya Financial Advisors
Connecticut
$209K -$396K -7,282 -64%
WA
211
Wealth Alliance
New York
$202K -$8.8K -162 -4%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$191K +$18.7K +344 +10%
AII
213
AGF Investments Inc
Ontario, Canada
$183K +$7.83K +144 +4%
SOW
214
State of Wyoming
Wyoming
$166K +$172K +3,166 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$159K +$9.35K +172 +6%
QT
216
Quantbot Technologies
New York
$146K +$152K +2,800 New
EWM
217
Elmwood Wealth Management
California
$136K -$76.1K -1,400 -35%
SFO
218
Standard Family Office
South Dakota
$108K +$72.1K +1,326 +179%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$100K -$2.83K -52 -3%
PMAS
220
PNC Managed Account Solutions
Texas
$93K +$96.6K +1,778 New
AF
221
Advisornet Financial
Minnesota
$87K
HNB
222
Huntington National Bank
Ohio
$85K +$17.7K +326 +25%
SPIA
223
Steward Partners Investment Advisory
New York
$83K
CTB
224
Country Trust Bank
Illinois
$73K
PAM
225
Panagora Asset Management
Massachusetts
$65K -$106K -1,944 -61%

RLI Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q2 2021, worth a combined $3.77B — down 11% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RLI positions and 21 closed out — a net gain of 16 holders — while 80 added to existing stakes and 98 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $18.6M. The largest seller was Vaughan David Investments, cutting an estimated $185M.

  • 280 institutional investors held RLI Corp (RLI) as of Q2 2021, up from 266 in Q1 2021.
  • Funds reported $3.77B of RLI Corp stock for Q2 2021, down 11% quarter-over-quarter.
  • 37 funds opened new RLI Corp positions in Q2 2021 and 21 closed out, a net change of +16 holders.
  • The largest RLI Corp buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $18.6M added.
  • The largest RLI Corp seller in Q2 2021 was Vaughan David Investments, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2021.