RDN

Which hedge funds are long RDN?

1 published idea on Radian Group Inc. across 1 fund — 1 long and 0 short.

Radian Group hedge fund investment theses

Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Radian Group: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

LongRDNJul 2026

Radian Group Inc.

Radian was Aegis's largest purchase in the first half, acquired at roughly book value and about 7-8 times earnings. The fund sees that valuation as unusually low given Radian's…