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RenaissanceRe

368 hedge funds and large institutions have $8.15B invested in RenaissanceRe in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $9.15M

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 357368 (+11)

2% more capital invested

Capital invested by funds: $8B → $8.15B (+$152M)

0.42% more ownership

Funds ownership: 93.86%94.27% (+0.42%)

8% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 131

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
368
Holders Change
+11
Holders Change %
+3.08%
% of All Funds
7.25%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
46
Increased
121
Reduced
131
Closed
29
Calls
$17.4M
Puts
$9.15M
Net Calls
+$8.21M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.19B +$42.1M +222,323 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$913M +$7.95M +41,977 +0.9%
State Street
3
State Street
Massachusetts
$410M -$5.49M -28,955 -1%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$382M
Capital World Investors
5
Capital World Investors
California
$355M +$5.41M +28,535 +2%
TMNFIC
6
Tokio Marine & Nichido Fire Insurance Company
Japan
$341M
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$258M -$22.6M -119,540 -8%
Capital International Investors
8
Capital International Investors
California
$187M +$628K +3,313 +0.3%
AQR Capital Management
9
AQR Capital Management
Connecticut
$182M +$37.4M +197,496 +27%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$163M +$8.13M +42,897 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$157M -$21.2M -111,700 -12%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$141M -$4.35M -22,961 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$128M -$19.5M -103,055 -14%
Victory Capital Management
14
Victory Capital Management
Texas
$120M -$19.5M -102,906 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$101M +$4.55M +24,014 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$95.4M -$4.53M -23,926 -5%
Northern Trust
17
Northern Trust
Illinois
$94.5M -$2.37M -12,518 -3%
PC
18
Polar Capital
United Kingdom
$91M -$3.07M -16,200 -3%
Invesco
19
Invesco
Georgia
$86.1M +$19.5M +102,934 +31%
NIMC
20
NWQ Investment Management Company
California
$85.3M -$32.1M -169,666 -28%
Boston Partners
21
Boston Partners
Massachusetts
$77.3M -$7.41M -39,113 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$77.2M +$74.1M +391,068 +14,420%
Norges Bank
23
Norges Bank
Norway
$72.7M +$2.03M +10,733 +3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$71.9M +$42.5M +224,149 +157%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$71.7M -$827K -4,365 -1%

RNR Hedge Fund Activity: Q4 2019 in Review

368 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q4 2019, worth a combined $8.15B — up 1.9% from $8B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RNR positions and 29 closed out — a net gain of 17 holders — while 121 added to existing stakes and 131 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $74.1M. The largest seller was TimesSquare Capital Management, cutting an estimated $35.4M.

  • 368 institutional investors held RenaissanceRe (RNR) as of Q4 2019, up from 357 in Q3 2019.
  • Funds reported $8.15B of RenaissanceRe stock for Q4 2019, up 1.9% quarter-over-quarter.
  • 46 funds opened new RenaissanceRe positions in Q4 2019 and 29 closed out, a net change of +17 holders.
  • The largest RenaissanceRe buyer in Q4 2019 was Citadel Advisors, an estimated $74.1M added.
  • The largest RenaissanceRe seller in Q4 2019 was TimesSquare Capital Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2019.