RenaissanceRe
320 hedge funds and large institutions have $6.55B invested in RenaissanceRe in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 142 reducing their positions, and 52 closing their positions.
3.39% more ownership
Funds ownership: 92.52% → 95.91% (+3.4%)
6% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 52
2% less funds holding
Funds holding: 328 → 320 (-8)
10% less capital invested
Capital invested by funds: $7.24B → $6.55B (-$690M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
31% less call options, than puts
Call options by funds: $2.53M | Put options by funds: $3.68M
37% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$76.6M |
| 2 |
Bank of New York Mellon
New York
|
+$69.5M |
| 3 |
Millennium Management
New York
|
+$34.5M |
| 4 |
JP Morgan Chase
New York
|
+$32.4M |
| 5 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$98M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$96.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$88.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$60.7M |
| 5 |
KCM
Kingdon Capital Management
New York
|
-$29.6M |
RNR Hedge Fund Activity: Q1 2022 in Review
320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q1 2022, worth a combined $6.55B — down 9.5% from $7.24B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of RNR and 49 opened new positions — a net loss of 3 holders — while 142 trimmed existing stakes and 89 added.
The largest buyer was Fidelity International, adding an estimated $76.6M. The largest seller was Sound Shore Management, exiting entirely with an estimated $98M sold.
- 320 institutional investors held RenaissanceRe (RNR) as of Q1 2022, down from 328 in Q4 2021.
- Funds reported $6.55B of RenaissanceRe stock for Q1 2022, down 9.5% quarter-over-quarter.
- 49 funds opened new RenaissanceRe positions in Q1 2022 and 52 closed out, a net change of -3 holders.
- The largest RenaissanceRe buyer in Q1 2022 was Fidelity International, an estimated $76.6M added.
- The largest RenaissanceRe seller in Q1 2022 was Sound Shore Management, an estimated $98M sold.
Based on aggregated 13F filings for Q1 2022.