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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 %
MLM
401
Mount Lucas Management
Pennsylvania
$2.52M +$2.52M +11,219 New
PFS
402
Prospera Financial Services
Texas
$2.52M -$280K -1,247 -10%
RF
403
Robbins Farley
New Hampshire
$2.52M +$2.52M +11,196 New
GC
404
Guggenheim Capital
Illinois
$2.51M +$232K +1,031 +10%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$2.51M – – –
CPIG
406
Chicago Partners Investment Group
Illinois
$2.51M +$478 +2 +0%
ASN
407
Advisory Services Network
Georgia
$2.49M +$723K +3,213 +41%
PDL
408
Portfolio Design Labs
California
$2.49M +$2.49M +11,080 New
Wolverine Trading
409
Wolverine Trading
Illinois
$2.46M +$1.74M +7,751 +243%
VMPIC
410
Varma Mutual Pension Insurance Co
Finland
$2.45M +$2.45M +10,900 New
SCM
411
Sitrin Capital Management
California
$2.45M – – –
PAM
412
Panagora Asset Management
Massachusetts
$2.43M -$61.2K -272 -2%
BCM
413
Brasada Capital Management
Texas
$2.43M +$294K +1,309 +14%
BRWA
414
B. Riley Wealth Advisors
Florida
$2.4M -$399K -1,773 -14%
AA
415
Ancora Advisors
Ohio
$2.37M -$18.4K -82 -0.8%
OIA
416
OneDigital Investment Advisors
Kansas
$2.36M -$23.6K -105 -1%
PWPS
417
Pinnacle Wealth Planning Services
Ohio
$2.35M -$19.8K -88 -0.8%
CCM
418
Coldstream Capital Management
Washington
$2.33M +$175K +776 +8%
CC
419
Chicago Capital
Illinois
$2.3M +$2.3M +10,206 New
IG
420
ING Group
Netherlands
$2.29M +$33.3K +148 +1%
PP
421
Prudential plc
United Kingdom
$2.24M -$5.85K -26 -0.3%
JWM
422
Janiczek Wealth Management
Colorado
$2.23M +$63K +280 +3%
BCI
423
Brinker Capital Investments
Pennsylvania
$2.23M +$111K +483 +5%
OPS
424
Orion Portfolio Solutions
Nebraska
$2.23M +$111K +483 +5%
AG
425
Ascent Group
Virginia
$2.22M -$1.89K -8 -0.1%
15 16
17
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