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Arthur J. Gallagher & Co

853 hedge funds and large institutions have $29.2B invested in Arthur J. Gallagher & Co in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

13% more capital invested

Capital invested by funds: $25.8B → $29.2B (+$3.44B)

13% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 265

10% more funds holding

Funds holding: 772853 (+81)

0.14% less ownership

Funds ownership: 85.69%85.55% (-0.14%)

2% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $26.9M

Holders
853
Holders Change
+81
Holders Change %
+10.49%
% of All Funds
13.13%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.45%
New
143
Increased
299
Reduced
265
Closed
50
Calls
$26.4M
Puts
$26.9M
Net Calls
-$528K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$165M +$15M +91,700 +10%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$154M -$1.5M -9,206 -1%
Morgan Stanley
28
Morgan Stanley
New York
$147M +$4.39M +26,883 +3%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$147M +$13.5M +82,865 +11%
APG Asset Management
30
APG Asset Management
Netherlands
$146M -$7.65M -46,800 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$146M -$4.09M -25,002 -3%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$143M -$7.3M -44,685 -5%
UBS AM
33
UBS AM
Illinois
$143M +$3.59M +21,968 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$142M +$14.4M +88,394 +12%
Swiss National Bank
35
Swiss National Bank
Switzerland
$133M -$4.85M -29,700 -4%
BCPEMI
36
Bain Capital Public Equity Management II
Massachusetts
$132M +$47.3M +289,265 +59%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$128M +$123M +755,234 New
SSA
38
Schonfeld Strategic Advisors
New York
$127M -$3.76M -23,004 -3%
Artisan Partners
39
Artisan Partners
Wisconsin
$125M +$18.9M +115,850 +19%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$117M +$15.7M +96,252 +16%
Deutsche Bank
41
Deutsche Bank
Germany
$117M +$31M +189,958 +38%
N
42
Nuveen
North Carolina
$113M -$9.07M -55,490 -8%
EVM
43
Eaton Vance Management
Massachusetts
$106M +$5.37M +32,851 +6%
BMO
44
Beck Mack & Oliver
New York
$105M +$10M +61,170 +11%
Goldman Sachs
45
Goldman Sachs
New York
$103M +$644K +3,941 +0.7%
DZ Bank
46
DZ Bank
Germany
$100M -$1.45M -8,843 -1%
CS
47
Credit Suisse
Switzerland
$98.8M +$12.3M +75,471 +15%
CI
48
Cooper Investors
Australia
$97.8M +$30.3M +185,240 +47%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$96M -$3.83M -23,420 -4%
PPA
50
Parametric Portfolio Associates
Washington
$95.3M +$2.12M +12,969 +2%

AJG Hedge Fund Activity: Q4 2021 in Review

853 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2021, worth a combined $29.2B — up 13% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AJG positions and 50 closed out — a net gain of 93 holders — while 299 added to existing stakes and 265 trimmed.

The largest buyer was Norges Bank, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $480M.

  • 853 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2021, up from 772 in Q3 2021.
  • Funds reported $29.2B of Arthur J. Gallagher & Co stock for Q4 2021, up 13% quarter-over-quarter.
  • 143 funds opened new Arthur J. Gallagher & Co positions in Q4 2021 and 50 closed out, a net change of +93 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2021 was Norges Bank, an estimated $320M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2021 was BlackRock, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.