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RLI Corp

331 hedge funds and large institutions have $4.71B invested in RLI Corp in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $801K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more capital invested

Capital invested by funds: $3.77B → $4.71B (+$936M)

5% more funds holding

Funds holding: 316331 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1.38% less ownership

Funds ownership: 163.74%162.36% (-1.4%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
109
Reduced
107
Closed
34
Calls
$3.19M
Puts
$801K
Net Calls
+$2.39M
Net Calls Change
+$864K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Appleton Partners
Massachusetts
$435K
TF
202
Trek Financial
Arizona
$427K +$405K +6,506 New
ACM
203
Argent Capital Management
Missouri
$419K -$371K -5,960 -48%
ST
204
Somerset Trust
Pennsylvania
$419K
SBH
205
Segall Bryant & Hamill
Illinois
$406K
SWS
206
SYSTM Wealth Solutions
Illinois
$397K +$376K +6,050 New
IAG
207
Investment Advisory Group
Massachusetts
$394K
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$392K -$26.9K -432 -7%
WB
209
WesBanco Bank
West Virginia
$382K +$362K +5,814 New
VI
210
Versor Investments
New York
$381K +$49.1K +790 +16%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$378K -$50.4K -810 -12%
FFA
212
First Foundation Advisors
California
$363K -$8.71K -140 -2%
BB
213
Busey Bank
Illinois
$348K
GAM
214
Gotham Asset Management
New York
$332K +$315K +5,060 New
MML Investors Services
215
MML Investors Services
Massachusetts
$332K -$16.9K -272 -5%
QPW
216
Quantum Private Wealth
Florida
$329K -$29.2K -470 -9%
CWP
217
Curated Wealth Partners
California
$326K -$5.72K -92 -2%
MAM
218
Madison Asset Management
Wisconsin
$324K -$256K -4,110 -45%
PA
219
Profund Advisors
Maryland
$323K -$7.71K -124 -2%
FFN
220
Focus Financial Network
Minnesota
$321K
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$321K +$11.2K +180 +4%
BC
222
Bruce & Co
Illinois
$315K
DWP
223
Destiny Wealth Partners
Florida
$311K -$35.9K -578 -11%
KAS
224
Kestra Advisory Services
Texas
$310K +$294K +4,722 New
Mariner
225
Mariner
Kansas
$300K +$285K +4,576 New

RLI Hedge Fund Activity: Q4 2022 in Review

331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q4 2022, worth a combined $4.71B — up 25% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RLI positions and 34 closed out — a net gain of 21 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $143M. The largest seller was Janus Henderson Group, cutting an estimated $52.5M.

  • 331 institutional investors held RLI Corp (RLI) as of Q4 2022, up from 316 in Q3 2022.
  • Funds reported $4.71B of RLI Corp stock for Q4 2022, up 25% quarter-over-quarter.
  • 55 funds opened new RLI Corp positions in Q4 2022 and 34 closed out, a net change of +21 holders.
  • The largest RLI Corp buyer in Q4 2022 was Morgan Stanley, an estimated $143M added.
  • The largest RLI Corp seller in Q4 2022 was Janus Henderson Group, an estimated $52.5M sold.

Based on aggregated 13F filings for Q4 2022.