Guru Ownership Trend
Guru Analysis for Radian Group Inc. (RDN)
Radian Group Inc. (RDN), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $146.32 M.
Top institutional holders include Donald Smith & Co and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.94 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 274.3%. Conversely, Jefferies Group reduced exposure by 39.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 1.51% | Add 96.8% | 2,096,252 | $75.93 M | Q3 2025 | |
| 0.01% | Add 162.1% | 534,155 | $19.35 M | Q3 2025 | |
| 0.04% | Reduce -5.6% | 361,261 | $13.08 M | Q3 2025 | |
| 0.03% | Reduce -9.7% | 324,361 | $11.75 M | Q3 2025 | |
| 0.02% | Reduce -1.9% | 255,988 | $9.27 M | Q3 2025 | |
| 0.09% | New Buy | 178,767 | $6.47 M | Q3 2025 | |
| 0.01% | Add 274.3% | 91,912 | $3.33 M | Q3 2025 | |
| 0.03% | Reduce -2.7% | 89,824 | $3.25 M | Q3 2025 | |
| 0.01% | New Buy | 78,438 | $2.84 M | Q3 2025 | |
| 0.00% | Reduce -39.2% | 22,000 | $796,840 | Q3 2025 | |
| 0.00% | New Buy | 10,200 | $369,444 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Radian Group Inc. (RDN)
Top Guru holders include Donald Smith & Co ($75.93 M), Cliff Asness ($19.35 M), HOTCHKIS & WILEY ($13.08 M). Collectively, tracked Gurus hold 4.04 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $50.94 M, with 6 Gurus buying and 6 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 1 Gurus sold out of RDN completely. Total sell value was $10.49 M.
Yes, 3 Gurus opened new positions in RDN, and 3 added to their existing holdings. Total buy value was $61.43 M.