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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
301
Oregon Public Employees Retirement Fund
Oregon
$6.09M -$1.08M -4,796 -15%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$6.01M +$1.58M +7,012 +36%
JWM
303
Jackson Wealth Management
Florida
$5.99M -$127K -563 -2%
RIG
304
Renaissance Investment Group
Massachusetts
$5.94M +$1.91M +8,491 +47%
BG
305
Bollard Group
Massachusetts
$5.75M +$11.7K +52 +0.2%
KLCM
306
KG&L Capital Management
Louisiana
$5.72M +$186K +825 +3%
NEI
307
Northwest & Ethical Investments
Ontario, Canada
$5.7M – – –
SCA
308
Snowden Capital Advisors
New York
$5.68M +$208K +927 +4%
CB
309
Commerce Bank
Missouri
$5.67M +$452K +2,009 +9%
IMPI
310
Ilmarinen Mutual Pension Insurance
Finland
$5.62M -$5.28M -23,500 -48%
FLI
311
Family Legacy Inc
South Carolina
$5.57M -$240K -1,068 -4%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$5.55M +$1.2M +5,324 +28%
EGM
313
Engineers Gate Manager
New York
$5.51M +$5.51M +24,511 New
FCBT
314
First Citizens Bank & Trust
North Carolina
$5.48M +$5.28M +23,487 +2,630%
AUB
315
Atlantic Union Bankshares
Virginia
$5.46M -$707K -3,146 -11%
Vontobel Holding
316
Vontobel Holding
Switzerland
$5.46M +$3.19M +14,170 +140%
NVIM
317
New Vernon Investment Management
Illinois
$5.46M – – –
AI
318
Atria Investments
North Carolina
$5.32M +$146K +651 +3%
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$5.22M +$5.22M +23,220 New
TPM
320
Triasima Portfolio Management
Quebec, Canada
$5.2M +$4.92M +21,897 +1,810%
Squarepoint
321
Squarepoint
New York
$5.2M +$3.88M +17,255 +295%
Ensign Peak Advisors
322
Ensign Peak Advisors
Utah
$5.18M +$2.17M +9,650 +72%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$5.17M -$1.54M -6,831 -23%
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
$5.07M +$1.88M +8,357 +59%
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$5.04M +$217K +967 +5%
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