RenaissanceRe
358 hedge funds and large institutions have $7.65B invested in RenaissanceRe in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 114 increasing their positions, 116 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 34
31% more capital invested
Capital invested by funds: $5.83B → $7.65B (+$1.83B)
12% more funds holding
Funds holding: 320 → 358 (+38)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.1% less ownership
Funds ownership: 97.33% → 97.23% (-0.1%)
2% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 116
59% less call options, than puts
Call options by funds: $6.02M | Put options by funds: $14.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$140M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$129M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$83.4M |
| 4 |
Bank of New York Mellon
New York
|
+$70.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$98.1M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$73.5M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$62.7M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$52.8M |
| 5 |
ABI
Abrams Bison Investments
Bethesda,
Maryland
|
-$38.3M |
RNR Hedge Fund Activity: Q4 2022 in Review
358 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q4 2022, worth a combined $7.65B — up 31% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new RNR positions and 34 closed out — a net gain of 44 holders — while 114 added to existing stakes and 116 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $140M. The largest seller was T. Rowe Price Associates, cutting an estimated $98.1M.
- 358 institutional investors held RenaissanceRe (RNR) as of Q4 2022, up from 320 in Q3 2022.
- Funds reported $7.65B of RenaissanceRe stock for Q4 2022, up 31% quarter-over-quarter.
- 78 funds opened new RenaissanceRe positions in Q4 2022 and 34 closed out, a net change of +44 holders.
- The largest RenaissanceRe buyer in Q4 2022 was Orbis Allan Gray, an estimated $140M added.
- The largest RenaissanceRe seller in Q4 2022 was T. Rowe Price Associates, an estimated $98.1M sold.
Based on aggregated 13F filings for Q4 2022.