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RLI Corp
RLI

294 hedge funds and large institutions have $4.03B invested in RLI Corp in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $460K

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 82

11% more capital invested

Capital invested by funds: $3.63B → $4.03B (+$400M)

10% more funds holding

Funds holding: 268 → 294 (+26)

0.94% less ownership

Funds ownership: 161.76% → 160.82% (-0.94%)

Holders
294
Holders Change
+26
Holders Change %
+9.7%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
103
Reduced
82
Closed
18
Calls
$1.77M
Puts
$460K
Net Calls
+$1.31M
Net Calls Change
+$310K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$20.6M
2
EVM
Eaton Vance Management
Massachusetts
+$10.5M
3
UBS Group
UBS Group
Switzerland
+$6.56M
4
State Street
State Street
Massachusetts
+$4.27M
5
Norges Bank
Norges Bank
Norway
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
PC
Port Capital
Illinois
-$32.7M
2
VDI
Vaughan David Investments
Illinois
-$20.5M
3
Goldman Sachs
Goldman Sachs
New York
-$9.83M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$9.57M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
201
Engineers Gate Manager
New York
$269K -$166K -3,068 -39%
BC
202
Bruce & Co
Illinois
$269K – – –
American Century Companies
203
American Century Companies
Missouri
$250K +$241K +4,452 New
SCM
204
Shelton Capital Management
Colorado
$248K – – –
II
205
Inspire Investing
Idaho
$247K -$10.2K -188 -4%
VFA
206
Voya Financial Advisors
Connecticut
$240K -$4.44K -82 -2%
VI
207
Versor Investments
New York
$235K +$227K +4,200 New
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$234K -$618K -11,410 -73%
PC
209
Pecaut & Co
Iowa
$234K +$226K +4,180 New
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$233K -$28.5K -526 -11%
PFA
211
Pure Financial Advisors
California
$229K – – –
CC
212
Centiva Capital
New York
$226K +$218K +4,024 New
CAN
213
Cetera Advisor Networks
California
$221K +$213K +3,938 New
WA
214
Wealth Alliance
New York
$214K +$207K +3,816 New
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$212K +$204K +3,776 New
William Blair & Company
216
William Blair & Company
Illinois
$211K -$16.7K -308 -8%
JCM
217
Jacobi Capital Management
Pennsylvania
$210K +$203K +3,748 New
TRCT
218
Tower Research Capital (TRC)
New York
$209K -$29.4K -544 -13%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$209K +$202K +3,730 New
SOW
220
State of Wyoming
Wyoming
$204K -$7.36K -136 -4%
KAS
221
Kestra Advisory Services
Texas
$202K +$195K +3,602 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$200K +$325 +6 +0.2%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$172K +$6.93K +128 +4%
EWM
224
Elmwood Wealth Management
California
$146K +$141K +2,600 New
BHWM
225
Beaird Harris Wealth Management
Texas
$132K +$128K +2,356 New
7 8
9
10 11

RLI Hedge Fund Activity: Q4 2021 in Review

294 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2021, worth a combined $4.03B — up 11% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new RLI positions and 18 closed out — a net gain of 29 holders — while 103 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Port Capital, cutting an estimated $32.7M.

  • 294 institutional investors held RLI Corp (RLI) as of Q4 2021, up from 268 in Q3 2021.
  • Funds reported $4.03B of RLI Corp stock for Q4 2021, up 11% quarter-over-quarter.
  • 47 funds opened new RLI Corp positions in Q4 2021 and 18 closed out, a net change of +29 holders.
  • The largest RLI Corp buyer in Q4 2021 was BlackRock, an estimated $20.6M added.
  • The largest RLI Corp seller in Q4 2021 was Port Capital, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2021.