RenaissanceRe
404 hedge funds and large institutions have $8.91B invested in RenaissanceRe in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 48 closing their positions.
48% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 48
39% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 115
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
8% more capital invested
Capital invested by funds: $8.28B → $8.91B (+$632M)
6% more funds holding
Funds holding: 381 → 404 (+23)
0.87% more ownership
Funds ownership: 94.24% → 95.11% (+0.87%)
8% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$140M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$132M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$101M |
| 4 |
BlackRock
New York
|
+$87.6M |
| 5 |
ZP
Zimmer Partners
New York
|
+$80.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$50.8M |
| 3 |
JP Morgan Chase
New York
|
-$44.8M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$28.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.8M |
RNR Hedge Fund Activity: Q2 2023 in Review
404 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in RenaissanceRe (RNR) for Q2 2023, worth a combined $8.91B — up 7.6% from $8.28B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new RNR positions and 48 closed out — a net gain of 23 holders — while 160 added to existing stakes and 115 trimmed.
The largest buyer was Egerton Capital (UK), adding an estimated $140M. The largest seller was T. Rowe Price Associates, cutting an estimated $72.7M.
- 404 institutional investors held RenaissanceRe (RNR) as of Q2 2023, up from 381 in Q1 2023.
- Funds reported $8.91B of RenaissanceRe stock for Q2 2023, up 7.6% quarter-over-quarter.
- 71 funds opened new RenaissanceRe positions in Q2 2023 and 48 closed out, a net change of +23 holders.
- The largest RenaissanceRe buyer in Q2 2023 was Egerton Capital (UK), an estimated $140M added.
- The largest RenaissanceRe seller in Q2 2023 was T. Rowe Price Associates, an estimated $72.7M sold.
Based on aggregated 13F filings for Q2 2023.