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RenaissanceRe

319 hedge funds and large institutions have $5.37B invested in RenaissanceRe in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $2.97M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

2.89% more ownership

Funds ownership: 97.4%100.29% (+2.9%)

2% more funds holding

Funds holding: 314319 (+5)

4% more capital invested

Capital invested by funds: $5.16B → $5.37B (+$204M)

18% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 122

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
46
Increased
100
Reduced
122
Closed
39
Calls
$15.9M
Puts
$2.97M
Net Calls
+$13M
Net Calls Change
-$507K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$655M +$25.3M +193,506 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$565M +$16.3M +124,523 +3%
State Street
3
State Street
Massachusetts
$278M -$13.4M -102,483 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$275M
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$260M +$254M +1,947,496 New
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$232M +$6.58M +50,416 +3%
Capital World Investors
7
Capital World Investors
California
$224M +$11.5M +88,000 +6%
Boston Partners
8
Boston Partners
Massachusetts
$179M +$103M +792,675 +145%
Renaissance Technologies
9
Renaissance Technologies
New York
$177M -$11.1M -84,882 -6%
TCM
10
TimesSquare Capital Management
New York
$150M +$29.8M +228,200 +25%
NIMC
11
NWQ Investment Management Company
California
$113M +$53.2M +407,163 +93%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$105M -$8.72M -66,776 -8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$104M -$6.8M -52,063 -6%
Capital International Investors
14
Capital International Investors
California
$103M +$12.3M +94,500 +14%
Victory Capital Management
15
Victory Capital Management
Texas
$96.1M -$69.9K -535 -0.1%
ABI
16
Abrams Bison Investments
Maryland
$83.7M
PC
17
Polar Capital
United Kingdom
$69.5M +$1.26M +9,650 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$63.3M +$5.42M +41,483 +10%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$63.2M -$541K -4,141 -0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60.2M -$1.54M -11,787 -3%
CB
21
Cooke & Bieler
Pennsylvania
$57.7M -$47.8M -365,936 -46%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$57.6M +$44.9M +343,925 +397%
Northern Trust
23
Northern Trust
Illinois
$55.6M +$2.11M +16,174 +4%
Franklin Resources
24
Franklin Resources
California
$48.5M -$7.66M -58,700 -14%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$46.7M -$27.6M -211,394 -38%

RNR Hedge Fund Activity: Q4 2018 in Review

319 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q4 2018, worth a combined $5.37B — up 4% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RNR positions and 39 closed out — a net gain of 7 holders — while 100 added to existing stakes and 122 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $254M. The largest seller was Royal London Asset Management, cutting an estimated $71.7M.

  • 319 institutional investors held RenaissanceRe (RNR) as of Q4 2018, up from 314 in Q3 2018.
  • Funds reported $5.37B of RenaissanceRe stock for Q4 2018, up 4% quarter-over-quarter.
  • 46 funds opened new RenaissanceRe positions in Q4 2018 and 39 closed out, a net change of +7 holders.
  • The largest RenaissanceRe buyer in Q4 2018 was State Farm Mutual Automobile Insurance, an estimated $254M added.
  • The largest RenaissanceRe seller in Q4 2018 was Royal London Asset Management, an estimated $71.7M sold.

Based on aggregated 13F filings for Q4 2018.