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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 %
VPIM
376
Vanguard Personalized Indexing Management
California
$3.29M +$139K +618 +4%
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$3.28M -$32.8K -146 -1%
AAS
378
Avantax Advisory Services
Texas
$3.26M +$77.4K +344 +2%
FDS
379
Freedom Day Solutions
Texas
$3.25M – – –
OA
380
Oxbow Advisors
Texas
$3.23M -$22.5K -100 -0.7%
LWMG
381
Levy Wealth Management Group
Pennsylvania
$3.19M -$794K -3,533 -20%
TCOT
382
Trust Company of Toledo
Ohio
$3.17M -$56.2K -250 -2%
CCM
383
Cox Capital Management
Massachusetts
$3.16M -$1.8K -8 -0.1%
CS
384
Candriam SCA
Luxembourg
$3.14M +$213K +945 +7%
SF
385
Synovus Financial
Georgia
$3.1M +$15.3K +68 +0.5%
SAM
386
Securian Asset Management
Minnesota
$3.08M -$377K -1,677 -11%
LCM
387
Legato Capital Management
California
$3.03M +$922K +4,102 +44%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$2.95M -$67.5K -300 -2%
AF
389
Alerus Financial
North Dakota
$2.91M -$47.2K -210 -2%
IMRF
390
Illinois Municipal Retirement Fund
Illinois
$2.9M – – –
OCA
391
Otter Creek Advisors
Florida
$2.81M +$450K +2,000 +19%
EAM
392
EULAV Asset Management
Florida
$2.79M – – –
WT
393
Whittier Trust
California
$2.74M -$93.8K -417 -3%
AWS
394
Atria Wealth Solutions
New York
$2.7M +$193K +859 +8%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$2.69M -$507K -2,255 -16%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$2.68M +$158K +702 +6%
SCM
397
Stonebridge Capital Management
California
$2.67M -$28.1K -125 -1%
CC
398
Centiva Capital
New York
$2.65M +$2.46M +10,919 +1,238%
Swedbank
399
Swedbank
Sweden
$2.6M +$2.6M +11,568 New
YIH
400
Y-Intercept (HK)
Hong Kong
$2.54M +$2.54M +11,312 New
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16
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