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Arthur J. Gallagher & Co

674 hedge funds and large institutions have $14.9B invested in Arthur J. Gallagher & Co in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 217 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $8.14M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 217

6% more capital invested

Capital invested by funds: $14B → $14.9B (+$912M)

5% more funds holding

Funds holding: 642674 (+32)

0.08% less ownership

Funds ownership: 84.2%84.12% (-0.08%)

Holders
674
Holders Change
+32
Holders Change %
+4.98%
% of All Funds
13.28%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
79
Increased
249
Reduced
217
Closed
33
Calls
$21.9M
Puts
$8.14M
Net Calls
+$13.7M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$103M +$66.1M +722,030 +198%
Goldman Sachs
27
Goldman Sachs
New York
$88M -$23.5M -256,430 -22%
Swiss National Bank
28
Swiss National Bank
Switzerland
$80.9M -$1.88M -20,500 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$80.7M -$147K -1,609 -0.2%
American Century Companies
30
American Century Companies
Missouri
$80.5M -$63M -688,125 -45%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$78.1M +$3.34M +36,438 +5%
UBS AM
32
UBS AM
Illinois
$78M -$501K -5,465 -0.7%
Charles Schwab
33
Charles Schwab
California
$77.4M +$1.26M +13,765 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$76.8M -$58.3M -636,740 -44%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$69.7M -$11.7M -128,141 -15%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$69.6M +$9.59M +104,700 +17%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$68.6M +$54.4K +594 +0.1%
KCM
38
Kornitzer Capital Management
Kansas
$67.1M -$3M -32,781 -4%
RFC
39
Regions Financial Corp
Alabama
$64.2M -$2.92M -31,865 -5%
CS
40
Credit Suisse
Switzerland
$63.8M +$5.18M +56,603 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$60.3M +$57.7M +630,504 +24,639%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$59.6M -$21.1M -230,516 -27%
FAM
43
Fenimore Asset Management
New York
$59.3M +$2.56M +27,945 +5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$57.8M +$5.08M +55,472 +10%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$56.1M -$180K -1,967 -0.3%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$55.4M +$4.42M +48,279 +9%
FPCG
47
Fort Pitt Capital Group
Pennsylvania
$54.5M -$522K -5,698 -1%
ZIM
48
Zacks Investment Management
Illinois
$54.4M +$494K +5,398 +1%
EVM
49
Eaton Vance Management
Massachusetts
$53.7M +$41.3K +451 +0.1%
GRP
50
Global Retirement Partners
California
$52.7M -$464K -5,068 -0.9%

AJG Hedge Fund Activity: Q4 2019 in Review

674 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2019, worth a combined $14.9B — up 6.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AJG positions and 33 closed out — a net gain of 46 holders — while 249 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity International, adding an estimated $66.1M. The largest seller was Prudential plc, exiting entirely with an estimated $303M sold.

  • 674 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2019, up from 642 in Q3 2019.
  • Funds reported $14.9B of Arthur J. Gallagher & Co stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 79 funds opened new Arthur J. Gallagher & Co positions in Q4 2019 and 33 closed out, a net change of +46 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2019 was Fidelity International, an estimated $66.1M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2019 was Prudential plc, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2019.